Creating an Application

From Oracle Smart View for Office and Oracle Smart View for Office (Mac and Browser), Service Administrators can create a new application based on either the downloaded template with no modifications or a modified template. In either case, the template must adhere to template rules and guidelines.

When you create an application, you can:

Define cubes
Define dimensions
Add a limited amount of data
Define security and access permissions
Define substitution variables

Only Service Administrators can create an application and only when no application exists in the cloud business process. Once an application is created, the option is no longer available in the Smart View Panel or Smart View Home panel.

Before you begin, you should launch Excel and, from Smart View, log in to the applicable data source.

To create a new application in Smart View:

If you have not already done so, perform one of the following actions:
- Download the application template for Planning as described in Downloading the Template in Smart View.
  
  Downloading the application template simply opens the template in Smart View.
- Download and unzip the application template zip file as described in Downloading the Application Template Zip File from the Web Interface, then open one of the template files.
- Open a saved template file.
An Excel application template workbook must be open when creating an application.
Optional: Edit and then save the application template as needed.

See Working with Artifacts in the Application Template for information on modifying the worksheets in the application template workbook.
With the application template workbook open in Smart View, select Create New Application:
- Oracle Smart View for Office (Windows):
  
  In the tree in the Smart View Panel, select the server name to access the Create New Application command at the bottom of the panel. You can also right-click the server name to access the Create New Application command.
- Oracle Smart View for Office (Mac and Browser):
  In the Smart View Home panel, click the Actions button, , and then select Create New Application from the drop-down menu.
The application creation status appears in the lower left corner of Excel.
When the application creation process is complete, verify that the application appears in the Smart View Panel (Windows) or Smart View Home panel (Mac and Browser).
- Oracle Smart View for Office (Windows):
  
  The application name is displayed in the tree in the Smart View Panel. Expand the application name to view folders and cubes.
- Oracle Smart View for Office (Mac and Browser):
  
  In the Smart View Home panel, the application folders and cubes are displayed. The application name is not displayed.
Note that only one application per cloud business process is allowed. Once an application is created, the Create New Application command no longer appears in the Application Management popup window.

The application is now available to the applicable users.

Next steps include updating the application template workbook. You can also delete the application and create a new one. See: