Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Welcome to the Smart View User's Guide
- 2 Introduction to Smart View
- 3 Managing Data Source Connections
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4
Dimensions and Members
- About Dimensions and Members
- Dimension and Member Naming Limitation
- Selecting Members from the Member Selector
- Selecting Members from the POV Toolbar
- Displaying the POV Toolbar
- Selecting Members Using the Cell-Based POV
- Entering Members in Free-Form Mode
- Filtering by Attribute
- Filtering by Subsets
- Selecting Period-to-Date Members
- Defining Member Name Display in the Member Selector
- Duplicate Member Names
- Qualified Name Display in Alternate Hierarchies
- Member Perspective
- Aliases and Alias Tables
- Member Information
- The POV Manager
- 5 Data and Data Cells
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6
Ad Hoc Analysis
- About Ad Hoc Analysis
- Starting Ad Hoc Analysis
- Inserting Attribute Dimensions on the Sheet
- Preserving Excel Formulas in Ad Hoc Grids
- Formatting Ad Hoc Grids
- Zooming In and Out
- Working with Excel Filters on Ad Hoc Sheets
- Pivoting
- Removing Selected Members From the Grid
- Inserting Rows and Columns
- Displaying and Suppressing Repeated Members
- Multiple Grids on a Worksheet
- Cascading Reports and Ad Hoc Grids
- Substitution Variables
- Comments and Unknown Members on Essbase Sheets
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7
Data Forms
- Working with Forms in Excel
- Opening Forms in Excel
- Excel Formulas in Forms
- Working with User Variables
- Planning Form Behavior in Smart View
- Saving Ad Hoc Grids as Forms
- Performing Ad Hoc Analysis in Planning Forms
- Using the Drop-down Member Selector on Row Dimensions in Forms
- Inserting Charts
- Working with Valid Intersections
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8
General Operations
- Smart View Operations
- Using Undo and Redo
- Copying and Pasting
- Importing Metadata in Office Applications
- Enabling Automatic Column Width Adjustment
- Sheet Information
- Document Contents
- Shared Workbooks
- Opening Large Workbooks in Smart View
- Printing POV Members in the Header and Footer
- Enabling and Disabling Smart View
- 9 Smart Query
- 10 Smart Slices
- 11 The Query Designer and MDX Queries
- 12 Smart Forms
- 13 Task Lists
- 14 Smart View and Oracle Planning and Budgeting Cloud
- 15 Smart View and Oracle Profitability and Cost Management Cloud
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16
Smart View and Reporting and Analysis
- Importing Reporting and Analysis Documents
- Editing and Refreshing Documents
- Refreshing Reporting and Analysis Documents
- Financial Reporting Import Formats
- Importing Financial Reporting Documents
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17
Smart View and Enterprise Performance Reporting Cloud
- About Enterprise Performance Reporting
- Setting Up Enterprise Performance Reporting Cloud in Smart View
- Connecting to Enterprise Performance Reporting in Smart View
- Using Performance Reporting Home
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Authoring Doclets
- About the Author Phase Process
- Authoring Doclets in Smart View
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Working with Embedded Content from Reference Doclets
- About Embedded Content From Reference Doclets
- Adding Reference Doclets to a Report Package
- Defining Named Ranges in Excel-based Reference Doclets
- Adding Available Content to Excel-based Reference Doclets
- Updating Excel-based Reference Doclet Content
- Deleting Available Content from an Excel-based Reference Doclet
- Embedding Content in a Doclet
- Refreshing Embedded Content in a Doclet
- Removing Embedded Content from a Doclet
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Working with Embedded Content from Reference Files
- About Embedding Content from Reference Files
- Defining Named Ranges in Reference Files
- Registering Reference Files with a Doclet
- Embedding Reference File Content in a Doclet
- Adding Content from Reference Files to Doclets
- Managing Named Ranges for a Reference File
- Updating Available Content in a Reference File
- Remapping Content within Reference Files
- Working with Variables
- Inserting Links and Cross-References to Pages in Doclets
- Working with an Automatic Table of Contents
- Approving or Rejecting Doclets
- Inspecting Doclets
- Reverting to a Prior Version of a Doclet
- Performing Reviews
- Performing Sign Offs
- Refreshing Report Packages
- Working with Enterprise Performance Reporting Cloud Data in Smart View
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18
Smart View and Oracle Analytics Cloud
- About Oracle Analytics Cloud and Smart View
- Features and Components of Oracle Analytics Cloud in Smart View
- Installing the Oracle Analytics Cloud Extension
- Working with Windows System Locales in Oracle Analytics Cloud
- Connecting to Multiple Oracle Analytics Cloud Data Sources
- Oracle BI Presentation Catalog
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Working with Oracle Analytics Cloud Analyses, Views, and Dashboards
- Supported Oracle Analytics Cloud View and Object Types
- Inserting Tables and Pivot Tables
- Inserting Graphs
- Inserting Compound Views
- Inserting Dashboards
- Working with Prompts
- Working with Page Prompts
- Specifying Preferences for Refreshing Views
- Refreshing Views
- Masking Data in Views
- Viewing Properties of an Oracle Analytics Cloud Object
- Copying and Pasting Oracle Analytics Cloud Objects Between Office Applications
- Editing an Analysis in Oracle Analytics Cloud
- Copying and Pasting Views From Oracle Analytics Cloud to Office
- Editing Views Created in Oracle Analytics Cloud
- Working with Views Using the View Designer
- 19 Smart View and Oracle Analytics Cloud - Essbase
- 20 Smart View Options
- 21 Functions
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22
Free-Form Mode
- About Free-Form Mode
- Free-Form Guidelines
- Free-Form Grid Examples
- Comments in Free-Form Grids
- Formulas in Free-Form Grids
- Duplicate Aliases in Free-Form Mode
- Attribute Dimensions in Free-Form Grids
- Creating Free-Form Reports
- Retrieving Attribute Dimensions in Free-Form Mode
- Creating Asymmetric Reports
- Actions That May Cause Unexpected Behavior
- 23 Smart View Diagnostics
- A Finding Information