Working with Supplemental Data in Smart View

You can use Oracle Smart View for Office for the data collection process. When you install the Smart View Extension for Close and Supplemental Data Management, you can manage the data collection process and work with supplemental data forms using the Supplemental Data menu option in Smart View.

To install the extension, see Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

After you install the extension and create a connection, you can perform these Supplemental Data tasks in Smart View:

  • View a worklist of the forms that you need to act upon for preparation, approval and posting

  • View the Data Set dashboard that shows supplemental data in Excel through Smart View

  • View a list of the Data Sets in the system for which you have View security rights

  • Apply filters on the data collected as part of the data collection process.

    Any Data Set filters or lists that you previously created for supplemental data are available in Smart View.

Security Considerations

  • Service Administrators can view all Data Sets regardless of which legal entities are specified in the data collection.

  • Power Users and Users can see all Data Sets for which they are eligible as part of the workflow and according to their access roles for the legal entities.

  • Users will see only the forms for which they are authorized. Depending on the security role, the available options such as Save Data, Approve, or Reject change to match the associated role.

Connecting to Smart View

  1. From the Home page, select Downloads and download Smart View Extension for Close and Supplemental Data Management.

  2. In Smart View, create a connection and enter the URL.

  3. In the right panel, from Private Connections, select the Supplemental Data Manager connection that you created.

  4. In the Connection dialog box, enter a user name and password, then click Connect.

Working with Supplemental Data Forms

  1. From the Private Connections list, select the Supplemental Data Manager connection.

  2. Select the Supplemental Data tab and then click Refresh.

  3. Expand Worklist.

    The system displays a list of applicable forms, depending on your security access, for example:

    Expense Form (Preparer Jan 16, 2017) E04 - Jan 2017 Actual

  4. From the list of forms, select a form.

    You can view or modify forms, answer questions, and enter comments. For information on working with forms, see Working with Supplemental Data Manager Form Sections.

  5. When you are finished, select the appropriate action for the form:

    • Save Data

    • Submit Data

    • Approve

    • Reject

    • Post Data

Working with the Supplemental Data Set Dashboard

  1. From the Private Connections list, select the Supplemental Data Manager connection.

  2. Select the Supplemental Data tab and then click Refresh.

  3. Expand Data Sets.

    The system displays a list of applicable data sets, depending on your security access. The list displays the Data Set name with the data set Year, Period and Scenario, for example:

    Debt Details DS (2017-Feb-Actual)
  4. From the Data Sets list, select a data set and double click to open or view data in it, or right-click and select Open.

  5. Optional: To apply a filter:

    1. From the Data Sets list in the right panel, right-click a data set name.

    2. Click Apply Filters.

    3. In Select Filter, select a filter from the list and click OK.

  6. Optional: To apply a list:

    1. From the Data Sets list in the right panel, right-click a data set name.

    2. Click Apply List.

    3. Select a list and click OK.

  7. Optional: To remove filters and lists and reset the Data Set dashboard to the default values, right-click a data set name, select Reset, and then click OK.