Importing Dimensions in Smart View for Office

Note:

You must have Service Administrator privileges to import dimensions in Oracle Smart View for Office.

To import a dimension into a Smart View grid:

  1. From the Smart View ribbon, click Panel.
  2. In the Smart View Panel, click Shared Connections or Private Connections, and provide your user name, and password in the login windows.

    If you chose Private Connections, select the private connection in the drop-down list of connections, then provide your login credentials.

  3. From the drop-down list in the Smart View Panel, select your business process (for example, Planning) or EPM Cloud.
  4. In the tree in the Smart View Panel, expand the Dimensions folder to view the application dimensions in the folder.

    If attribute dimensions are defined, they are displayed in the Attribute Dimensions folder.

    If a Time Period dimension is defined, it's displayed in the Dimensions folder. Note that for the Time Period dimension, Data Storage is the only editable property.

    In the following example, the Dimensions folder is expanded and contains 10 dimensions.

    Smart View Panel showing the folders in the tree for Vision application. The Dimensions folder is expanded to display the 10 dimensions in the Vision application: Account, AltYear, Channel, Entity, HSP_View, Period, Product, Scenario, Version, and Year.
  5. Right-click a dimension name and select Edit Dimension.

    Alternatively, select a dimension and then, in the Action Panel, select Edit Dimension.

    See Dimension Grid in Smart View for an illustration of the initial grid for the Account dimension.