1. Working with Tax Reporting
  2. Working with Supplemental Data
  3. Working with Supplemental Data Forms
  4. Working with Supplemental Data Forms in Smart View
  5. Creating Connections to the Smart View Extensions

Creating Connections to the Smart View Extensions

You can use Oracle Smart View for Office to connect to your worklist and update Task Manager and Supplemental Data Manager tasks within Excel.

You must create private connections to use with the extensions.

Note:

Before you begin, ensure that you have installed Smart View, and the Smart View Extensions for Task Manager and Supplemental Data Management. See the "Downloading and Installing Clients" section in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

To create connections to the extensions:

  1. In the Smart View Panel, select Private Connections, and then, at the bottom of the panel, select Create new connection.
  2. When prompted, select Smart View HTTP Provider to display the Add Connection wizard.

    You can create one connection at a time in the wizard.

  3. In Add Connection - URL, use the following syntax for the private connection, and then click Next.
    • For Task Manager:

      http(s)://serviceURL/HyperionPlanning/cm/svp

    • For Supplemental Data Manager:

      http(s)://serviceURL/HyperionPlanning/sdm/svp

    • When prompted, provide your login credentials: domain name, user name, and password to sign in.
    • In Add Connection - Application/Cube, navigate to the application and database to work with, select it, and then click Next.

    • In Add Connection - Name/Description, enter a name for the connection and an optional description.

    • Click Finish.
    • Repeat these steps to create another connection.

      See these topics: