Viewing and Editing Analysis Reports in Microsoft Office

You can use Oracle Smart View for Office to access analysis reports and to work with Reporting and Analytics data from within a Microsoft Office application.

1. Log into OPERA Reporting and Analytics, using the URL provided by your manager.

2. Open the Reporting and Dashboard tile on your Home page.

3. From the reporting and dashboard page, select the Download Desktop Tools dropdown list and select the Smart View for MS Office option.

4. Select the Download Smart View for Office option, then click Download Now.

5. Accept the Oracle License Agreement and choose Download. You may be prompted to log in with an Oracle account if you are not already logged in.

6. After file downloads, extract all files, and run the smartview.exe as an administrator.

7. After the client installs completely, start your Microsoft Office application then open the Smart View tab.

8. Click Panel > Private Connection and click the drop-down menu next to the server selection option. Select the Create new connection option.

9. Click Oracle BI EE and copy/paste the Smart View URL located in the External Reporting Links section of your Controls page.

10. Click Finish.

You can now log into R&A and save the private connection. Please refer to the Oracle Smart View for Office documentation for instructions and information on use.