Working with Supplemental Data in Smart View

Using Oracle Smart View for Office, you can work directly with Supplemental Data Manager forms.

Your schedules and tasks for the selected period are displayed. You can only see those forms for which you are authorized. Depending on your current role, the available options such as Save Data, Approve, or Reject will change to match the associated role. If you have different roles, you may need to log on as each role to perform different operations.

After an Administrator installs the extension and creates 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 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.

Note:

You will see only the forms and options that are available for your security access rights.

Working with Supplemental Data Forms

To work with Supplemental Data Manager using Smart View:

  1. Launch Excel, then select the Smart View tab, and then select Panel.
  2. In the Smart View Panel, select Private Connections.
  3. In the Private Connections panel, select the Supplemental Data Manager connection from the drop-down.
  4. When prompted, provide your login credentials: domain name, user name, and password to sign in.
  5. Select the Supplemental Data ribbon, and then click Refresh.

    The Worklist and Collections nodes display.

  6. 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.

      Each detail section or sub-collections display in a separate worksheet.

  7. 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.
  8. When you are finished, select the appropriate option for the selected form:
    • Save Data
    • Submit Data
    • Approve
    • Reject
    • Post Data