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 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 "Downloading and Installing Clients " in 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 on for preparation, approval and posting

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

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

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

Security Considerations

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

• Power Users and Users can see all Collections 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 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.

   The Worklist and Collections nodes display.

3. Under Worklist, select a form from the list of forms.

   • Each form is a parent node in the format, <Form Name> - <Workflow Dimension: Member 1>| <Workflow Dimension: Member 5>.

     Example: Debt Details Form – New York

   • Hover over the form to see additional details in the format, <Form Name> - <Workflow Dimension: Member 1>| <Workflow Dimension: Member 5> (<Responsible role> - <Due Date>), <Frequency Dimension: Member 1>| <Frequency Dimension: Member 4>.

     Example: Loan Detail – Entity: LE101 | Account: Sales (Preparer – Jan 10, 2020), Year: 2020 | Period: Jan | Scenario: Actual

   1. Double-click the leaf node to view the form header or summary section. Each section is a leaf node in the format, <Section name>.

      Example: Loan Collection Data Entry

   2. Click the header section to view the detail section in Excel. You can view or modify forms, answer questions, and enter comments.

      Detail sections or sub-collections display in a separate worksheet.

4. Under Collections, select the interval from the list of collection intervals.

   Each leaf node lists the collection interval first and then the collections and sub-collections.

   Note:

   Only collections that contain data display for each data collection period.

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

   • Save Data

   • Submit Data

   • Approve

   • Reject

   • Post Data