1. Working with Oracle Smart View for Office
  2. Introduction to Smart View
  3. Overview

Overview

Oracle Smart View for Office works with Oracle Enterprise Performance Management Cloud data source providers.

Using Smart View, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint.

Note:

Smart View is not supported with shared workbooks. When the Excel option for sharing workbooks is enabled, Smart View operations are not supported. For example, attempting to perform a refresh in a shared workbook can cause an exception to occur.

To clear the shared workbook option in Excel, go to the Review ribbon, then click the Share Workbook button, and then clear the Allow changes by more than one user at the same time check box.

Smart View provides a common Microsoft Office interface for these cloud data source providers:

  • Oracle Analytics Cloud - Essbase

  • Oracle Planning and Budgeting Cloud

  • Oracle Enterprise Planning and Budgeting Cloud

  • Oracle Enterprise Performance Reporting Cloud

  • Oracle Financial Consolidation and Close Cloud

  • Oracle Profitability and Cost Management Cloud

  • Oracle Tax Reporting Cloud

Smart View connected to Oracle Analytics Cloud - Essbase works with the Cube Designer extension.

Smart View connected to Oracle Planning and Budgeting Cloud works with these extensions:

  • Oracle Hyperion Financial Reporting extension

  • Predictive Planning extension

  • Planning Admin Extension

You can also use the Planning Admin Extension to manage dimensions in Oracle Financial Consolidation and Close Cloud and Oracle Tax Reporting Cloud.

Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Enterprise Performance Reporting Cloud, Oracle Financial Consolidation and Close Cloud, and Oracle Tax Reporting Cloud are discussed in this guide. The extensions listed above are discussed in their respective guides (see the Oracle Help Center for more information).

Additionally, in this guide, references to Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud versions of Financial Reporting.