Overview

Using Oracle Smart View for Office, 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.

Watch this overview video to learn about using basic features in Smart View. The video references Oracle Planning and Budgeting Cloud as the data source, but the functionality shown is common to most Smart View providers.

Video icon Overview video

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

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
Strategic Modeling (requires the Strategic Modeling extension)
Oracle Tax Reporting Cloud
Oracle Analytics Cloud
Oracle Analytics Cloud - Essbase

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

Depending on the Oracle Enterprise Performance Management Cloud service you're connected to, Smart View works with these extensions:

Oracle Hyperion Financial Reporting extension
Predictive Planning extension
Planning Admin Extension
Close Manager extension
Supplemental Data extension
Strategic Modeling extension

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 EPM Cloud versions of Financial Reporting.