WORKING SMARTER WITH SMART VIEW

Transcription

1 WORKING SMARTER WITH SMART VIEW Belen Ortiz Product Architect, Planning & Essbase Mindstream Analytics

2 About Belen Ortiz 11+ years experience in Hyperion EPM. 17+ years experience in IT. Oracle Certified Expert in Hyperion Planning, Essbase and PBCS. Product Architect, Planning & Essbase at Mindstream Analytics.

3 About Mindstream Analytics

4 Agenda Download Latest Version Private Connections Planning Admin Extension Creating Applications Submit Data Options Pivoting Enhancements Runtime Prompts Smart View and PowerPoint Documentation Questions

5 Smart View Oracle Smart View for Office (Smart View) provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI). Using Smart View, you can view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces. It is a comprehensive tool for accessing and integrating EPM and BI content from Microsoft Office products. Current version: (2013) Current patch: 720 (12/06/2017)

6 Download Latest Version From latest patch announcement link: From Smart View section in Oracle s public website: From the Downloads area of your Oracle EPM Cloud product: From Tools > Install > Smart View of on premise Workspace.

7 Private Connections A shortcut connection to a certain database in a certain server. Avoids having to constantly change the Shared Connections URL from Options > Advanced > General if working with multiple servers. Allows connecting to multiple servers in multiple Excel tabs. Very useful for data validation across servers! How to set it up: 1. Connect to the desired server via Shared Connections. 2. Right click on the desired database and Add to Private Connections.

8 Private Connections cont. How to set it up cont.: 3. Replace long suggested shortcut name by something short and more representative to you. Add an optional description if you like.

9 Private Connections cont. How to use Private Connections: 1. Next time you connect, go to Private Connections instead of Shared Connections. 2. Select the server you want to connect to from the drop down. The list of previously saved private connections for that server will display. 3. Right click on any private connection and click Connect. You will now be prompted for your username and password. And you re done!

10 Private Connections cont. How to use Private Connections cont.: Repeat the steps to connect to as many servers you want in different Excel tabs using previously created Private Connections. No need to disconnect any tabs as you would with Shared Connections. Great for data validation across multiple servers / tabs.

11 Planning Admin Extension An extension in Smart View to manage Hyperion Planning or Planning Cloud metadata from Excel. Saves time compared to the usual exporting, editing offline and importing metadata. Allows to use the usual Smart View commands like Zoom In, Keep Only, etc. to be able to focus on a specific section of a dimension at a time. The Simplified Dimension Editor in PBCS takes after this extension. Edit more than one member at a time by copy pasting settings across several members. Save your changes with Submit Data as you normally would in Smart View (refresh separately).

12 Planning Admin Extension cont. To install: Smart View must already be installed. Download extension: In Workspace on-premise. Tools > Install > Planning Admin Extension In Simplified Interface in the cloud. Downloads link under username > scroll down to Planning Extensions > Download Admin Extension

13 Planning Admin Extension cont. To use: 1. Connect to Planning (on a Planning connection) via Shared Connections in Smart View. 2. Expand your application name and expand Dimensions. 1. Al the dimensions for the selected application will de displayed on the right side menu. 2. Right click on any dimension and click Edit Dimension.

14 Planning Admin Extension cont. Use drop downs to see the correct syntax for each of the columns. Copy paste settings (with the correct syntax) into any cells. Multiple cells at a time allowed. Zoom in, out, to next level, bottom, all levels, keep only, remove only. Have fun!

15 Creating Applications Administrators can use Excel to create applications for various cloud services. Using a downloadable Excel workbook template, 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. Only administrators can create an application and only when no application exists in the cloud service (for cloud services that support only one application). Once an application is created, the option is no longer available in the Smart View Panel.

16 Creating Applications cont.

17 Creating Applications cont.

18 Submit Data Options The Submit Data button now has two additional options which allow to do the following: Submit Data Without Refresh: Useful to to submit cell data from cells that were modified by a user who does not have Smart View installed. Gets around the You are in free-form mode. Perform a Refresh before Submit. error. Submit Data Range: Only cell data from selected cells is submitted. If there are dirty cells on the sheet outside the range of selected cells, the modified value is not submitted and those cells will revert back to the value that was last stored in the database.

19 Pivoting Enhancements When connected to on-premise systems or later or any cloud environment, the POV toolbar and pivoting behavior is enhanced as follows: Multiple members from the same dimension can now be pivoted from the grid to the POV toolbar. Multiple members from the same dimension can now be pivoted from the POV toolbar to the grid. A single dimension can now remain on the POV toolbar. In prior releases, only one member in a dimension could be pivoted from the grid to the POV, and from the POV to the grid. Also in prior releases, Essbase only supported having at least two dimension on the POV toolbar.

20 Pivoting Enhancements cont.

21 Runtime Prompts Smart View runtime prompts for Essbase calculation scripts was erroneously announced in the.500 path readme and subsequently removed from it once Oracle noticed the mistake. The announcement was meant for the Essbase 12c version that comes bundled with OBIEE (different from the EPM version we all know and love). However, runtime prompts for Essbase calculations are available, just not for Smart View:

22 Runtime Prompts cont. Runtime prompts in Smart View ARE available and have been for quite some time for Planning business rules (on premise and cloud). Once connected to a Planning application, click on Calculate and you will get a list of the available business rules for each plan type. Select any of them and you will see the corresponding prompts if any. Prompts will also show up this way when launching business rules from web forms when opened in Smart View.

23 Smart View and PowerPoint Starting in release , you can insert web forms as charts into Microsoft PowerPoint, giving you a graphical display of the information in the form. Data source types: Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud. Oracle Smart View for Office renders the form information as a chart in PowerPoint. You can use the chart tools in PowerPoint to change the chart design and format. You can insert a Smart View POV reporting object to change the POV of the chart. Certain forms may not make ideal charts. Some form data may not present itself well in chart format. Oracle recommends investigating with the forms available to you and working with the forms designers to meet your requirements for charts.

24 Smart View and PowerPoint cont. To insert a web form as a chart in PowerPoint: In PowerPoint, connect to your application via Shared Connections. Expand the Forms folder, right click on the desired form and click on Insert Chart.

25 Documentation From on-premise documentation link Available documents: Smart View for Office Readme Smart View for Office Installation and Configuration Guide Smart View for Office User's Guide Smart View for Office Developer's Guide The Oracle Smart View for Office Developer's Guide describes the Microsoft Visual Basic for Applications (VBA) functions that you can use to develop applications for Oracle Smart View for Office. Smart View for Office Accessibility Guide Alternate on-prem documentation link:

26 Documentation cont. From cloud documentation link Available documents: Working with Smart View for Office Working with Predictive Planning in Smart View Working with Strategic Modeling in Smart View Developing Applications for Oracle Smart View for Office

27 Questions? Thank You! Belen Ortiz Product Architect, Planning & Essbase Mindstream Analytics