About Using Smart View to Work with Application Metadata

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Service Administrators can use the Planning Admin Extension with Oracle Smart View for Office and Oracle Smart View for Office (Mac and Browser) to quickly import and edit dimension and member metadata.

Note:

• You must have Service Administrator privileges to import and edit dimensions in Smart View and Smart View (Mac and Browser).

• All procedures described in this appendix are performed within Smart View using the Planning Admin Extension.

  • To use the Windows client-based version of Smart View, see Getting Started Guide for Administrators for instructions on installing the extension.

  • To use the Mac- or browser-based version of Smart View, see the Deploying and Administering Oracle Smart View for Office (Mac and Browser) for instructions on deploying the extension.

Smart View and Smart View are the Microsoft Office interfaces to Oracle Fusion Cloud Enterprise Performance Management business processes, where end users can perform their planning and forecasting activities. They can analyze business process data in Microsoft Excel, Word, PowerPoint, and Outlook. Ad hoc grids in Smart View enable users to personalize focused data slices that they frequently access and share them with others through Smart View or their Cloud EPM business process. See Working with Oracle Smart View for Office, Working with Oracle Smart View for Office (Mac and Browser), and the chapter on using ad hoc grids in the Working with guide for your business process (for example, see Using Ad Hoc for Data Entry and Analysis in Working with Planning.