Oracle Hyperion Smart View for Office is a component of Hyperion Foundation Services.This training will help you develop the ability to embed dynamic data points in Microsoft Office documents. You'll also learn how to manage the Planning approval process and work with task lists. You will be given hands-on exercises as well to practice.
Preview
By the end of this training you will learn to:
- Navigate the Smart View interface.
- Connect to data sources.
- Enter, calculate and analyze planning data.
- Manage the approval process and task lists.
- Embed dynamic data points in Microsoft Office documents.
- Run and view predictions in Predictive Planning.
Course Contents
Day 1
Introduction to Smart View
Oracle Hyperion Planning
Smart View Overview
Smart View Architecture
Integration with Source Systems
Smart View Business Process
Navigating Smart View and Setting Options
Smart View Excel Interface
Connection Types
Connecting to Data Sources
View Planning data in Excel
Setting Smart View Options
Managing Data in Forms
Working with Forms in Excel
Entering and Adjusting Data
Annotating Data Cells
Calculating Data Values
Monitoring Planning Jobs in Job Console
Submitting Data
Day 2
Introduction to Predictive Planning
Predictive Planning Overview
Setting General Options
Running Predictions
Viewing Prediction Results
Pasting Results in Forms
Creating Comparison and Custom Views
Analyzing Data with Ad Hoc Analysis Tools
Starting Ad Hoc Analysis
Selecting Members
Formatting Ad Hoc Grids
Zooming In and Out on Members
Pivoting, Keeping, and Removing Members
Saving Ad Hoc Grids
Cascading Reports
Embedding Data in Word and PowerPoint
Managing the Approval Process
Planning Approval Process Overview
Validating Planning Units
Resolving Validation Errors
Changing Planning Unit Statuses
Annotating Planning Units
Managing Task Lists
Task List Management Overview
Importing Task Lists into Microsoft Outlook
Opening Task Lists
Viewing Task Details
Executing and Completing Tasks
Creating Task List Reports
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