Working with Supplemental Data in Smart View

Working with supplemental data enables you to extend your application to a more granular level of detail.

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 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.

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 menu.
  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.

    Note:

    All the forms for all periods for which the user is currently responsible are displayed.
  6. Under Worklist, select the workbook that you want to open, and then click Open summary dialog in the Private Connection panel.
  7. From the list of forms, select a form.

    You can view or modify forms, answer questions, and enter comments.

  8. When you are finished, click Close, and then click Refresh.
  9. Select the appropriate option for the selected form:
    • Save Data
    • Submit Data
    • Approve
    • Reject
    • Post Data

Working with the Supplemental Data Set Dashboard

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 menu.
  4. Select the Supplemental Data tab and then click Refresh.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.