About Managing Applications in Smart View

Service Administrators can use Excel to create and manage Planning and Planning Modules applications in Oracle Smart View for Office and Oracle Smart View for Office (Mac and Browser).

Note:

You must have Service Administrator privileges to create and manage applications in Smart View and Smart View (Mac and Browser).

Using a downloadable Excel template workbook, you can quickly create, model, and manage applications in Smart View. By modifying the worksheets within the application template workbook, you can define application properties, dimension and member properties, security (access permissions), and substitution variables to fit your needs. You can also load data from the template workbook.

Once the application is created, it's available to users from Oracle Smart View for Office, Oracle Smart View for Office (Mac and Browser), and the web application. Service Administrators can further update and refresh the application in Smart View as needed. You can also delete the application from Smart View.

Application management in Smart View is a quick and easy way to get an application up and running in your business process environment.

To begin, see the topics in Installing Smart View and the Admin Extension for Application Management.

After installation, get started by downloading and then editing the application template workbook available in Smart View. Or, download the application template zip file from Downloads menu in your business process. The template zip file contains starter workbooks for Planning, Planning Modules, and FreeForm applications, and a sample Planning application workbook. See Downloading the Application Templates.

Then continue with Creating an Application, using the information in Working with Artifacts in the Application Template to modify the template according to your requirements.

Note:

For information on creating applications in the web, see:

Videos

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Learn about creating an application in Smart View.

The video shows the process of creating a Planning application using Oracle Smart View for Office, but the concepts also apply to Oracle Smart View for Office (Mac and Browser), as well as the FreeForm and Planning Modules business processes.

Video icon Overview: Creating and Managing Planning Cloud Applications Using Smart View