Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Welcome to Working with Oracle Smart View for Google Workspace
• 3 Introduction to Smart View for Google Workspace
  • Overview of Smart View for Google Workspace
  • Supported Data Source Providers
  • Smart View for Google Workspace Components
  • Installing Smart View for Google Workspace Extension
  • Access to Smart View Functionality
  • Localization in Smart View for Google Workspace
• 4 Connecting to Data Sources
  • Connecting Using Basic Authentication
  • Connecting Using Company Sign In Credentials
  • Connecting to Multiple Data Sources
  • Setting Active Connection for a Sheet
  • Disconnecting from Data Sources
  • Clearing Session
• 5 Smart View Options
  • Setting Smart View Options
  • Advanced Options
  • Data Options
  • Member Options
  • Formatting Options
  • Cell Styles
• 6 Dimensions and Members
  • About Dimensions and Members
  • Displaying Point of View Dimensions
  • Selecting Members
    • Selecting Members from the Member Selector
    • Selecting Members from a Point of View Dimension
    • Entering Members in Free-Form Mode
  • Working with Aliases and Alias Tables
    • About Aliases
    • Selecting Alias Tables
  • Viewing Qualified Member Names
• 7 Data and Data Cells
  • Refreshing Data
  • Submitting Data
    • Submitting Data without Refreshing
  • Calculating Data
  • Working with Cell Actions
    • Adding Cell Comments
    • Adding Attachments
    • Expanding and Collapsing Cells
  • Working with Supporting Details
    • Adding Supporting Details
    • Setting Hierarchy in Supporting Details
    • Viewing and Changing Supporting Details
  • Adjusting Values in Data Cells
  • Spreading Values using Mass Allocation
  • Spreading Values using Grid Spread
  • Viewing Member Cell Information
  • Working with Drill-Through Reports
  • Working with Smart Lists
  • Resolving Data Validation Errors
• 8 Data Forms
  • Working with Forms in Google Sheets
  • Opening Forms in Google Sheets
  • Copying Versions
  • Viewing Member Formulas
  • Google Sheets Formulas in Forms
  • Working with Flex Forms
    • About Flex Forms
    • Best Practices for Working with Flex Forms
      • General Guidelines for Flex Forms
      • Selecting Members in Flex Forms
      • Sorting in Flex Forms
      • Using Suppression Options in Flex Forms
      • Working with Shared Members and Suppression Options in Flex Forms
      • Flexing Beyond the Form Definition
      • Retaining Invalid Members on Flex Forms
      • Retaining Formula, Label, and Comment Rows and Columns on Flex Forms
      • Retaining Modified Members on Flex Forms After POV or User Variable Change
      • Unsupported Features on Flex Forms
    • Working with Flex Forms in Smart View
    • Opening a Flex Form in Ad Hoc Mode and Submitting Data
• 9 Ad Hoc Analysis
  • Starting Ad Hoc Analysis
  • Formatting Ad Hoc Grids
    • Using Smart View Formatting (Cell Styles)
    • Using Google Sheets Formatting
  • Zooming In and Out
    • Zooming In
    • Zooming Out
    • Selecting Members to Display when Zooming
  • Pivoting
    • Pivoting Dimensions between Rows and Columns
    • Pivoting Dimensions or Members between the Grid and the POV
    • Rearranging Dimensions on the Grid
  • Inserting Attribute Dimensions
    • Guidelines for Inserting Attribute Dimensions
  • Keeping and Removing Members from Ad Hoc Grids
  • Cascading Reports
  • Saving Ad Hoc Grids
  • Preserving Google Sheets Formulas in Ad Hoc Operations
  • Running a Query Report
  • Working with Comments and Unknown Members
    • About Comments and Unknown Members
    • Enabling Comment Display in the Sheet
    • Displaying the Comment Edit Dialog on Refresh
    • Viewing Comments in the Sheet
    • Editing and Deleting Comments and Unknown Members
  • Working with Multiple-Grid Sheets
    • About Multiple Ad Hoc Grids on a Sheet
    • Creating Multiple-Grid Sheets
    • Renaming Grid Ranges
• 10 General Operations
  • Sheet Information
    • Guidelines on Sheet Information
    • Viewing Sheet Information
    • Support for Sheet Information in Cloud EPM
  • Monitoring Job Status
  • Sharing Spreadsheets
  • Setting User Preferences
  • Adding Favorites
• 11 Task Lists
  • About Task Lists
  • Opening a Task List
  • Viewing the Task List
  • Executing a Task
  • Completing a Task
  • Creating Task List Reports
• 12 Planning Approvals
  • About Planning Approvals
  • Viewing Planning Units
  • Finding Planning Units
  • Changing Status of Planning Units
  • Viewing Promotional Path for Planning Units
  • Adding Annotations for Planning Units
  • Setting up an Out of Office Assistant
• 13 Functions
  • About Functions
  • Creating Functions
    • Creating Functions in the Function Builder
      • Using Cell References
    • Creating Functions Manually
      • Syntax Guidelines
    • Creating Functions from Multiple Connections
  • Function Descriptions
    • HsGetValue
    • HsSetValue
    • HsAlias
    • HsGetSheetInfo
  • Running Functions
  • Specifying a Label for Missing Data in Functions
  • Updating Unresolved Functions
  • Common Function Error Codes
• 14 Free-Form Mode
  • About Free-Form Mode
  • Guidelines for Working in Free-Form Mode
  • Creating Free-Form Grids
  • Actions that may cause Unexpected Behavior