Login
Register

Home

Trainings

Fusion Blog

EBS Blog

Authors

CONTACT US

Fusion Financials Latest Articles
  • Register

Oracle Gold Partners, our very popular training packages, training schedule is listed here
Designed by Five Star Rated Oracle Press Authors & Oracle ACE's.

webinar new

Search Courses

×

Warning

JUser: :_load: Unable to load user with ID: 1099

What is Hyperion Smart View?

Oracle Hyperion Smart View provides common Word, PowerPoint, and Excel interfaces designed specifically for Oracle Hyperion Enterprise Performance Management, Oracle Business Intelligence Enterprise Edition, and Oracle Fusion General Ledger. Using Smart View, a user can view, import, manipulate, distribute, and share data from these data sources in Excel, Word. This is a comprehensive tool for accessing and integrating Enterprise Performance Management, Business Intelligence, and General Ledger content from Microsoft Office products. Smart View provides the ability to create and refresh spreadsheets to access real time account balances and activity. This is basically an Excel add in which helps to do various analysis. A user can save this excel analysis on desktop and next day you just need to refresh the Excel in Smart View Tab of Excel by entering your Fusion Application username and Password. Balances will be updated automatically along with Charts and Graph if any.

 

How to download and use Hyperion Smart View

To download Hyperion Smart View for Fusion Edition, Click this link-

http://www.oracle.com/technetwork/middleware/epm/downloads/smart-view-1112x-2412371.html

You need to enter your Metalink username and password to download this file. Run this file and Smart View will be added as an add in Excel as shown below.

 

SV-2 

Click OK after entering URL information.

Now click on Panel (on upper right side) and then click on Shared Connection

 Log in with your credentials.

 

SV-5

 

Business benefits of using Hyperion Smart View

Oracle Hyperion Smart View, Fusion Edition provides the ability to create and refresh spreadsheets to access real time account balance information. Smart View is used to-

  • Perform ad hoc multidimensional pivot analysis with full spreadsheet functionality.
  • Drill down from any parent to the next parent or child level.
  • Perform drill down from any level to detail balances, journal lines, and subledger transactions.
  • Analyze actual, budget, and forecast information.
  • Increase visibility with charts and graphs.
  • Smart View helps in Report design
  • Apply date effective hierarchies to past, present, or future hierarchies to change the financial data reported in your financial reports.

What are Smart View Components?

The basic components of Smart View, from which you connect to your data source and access Smart View functionality, are ribbons and the Smart View Panel. The components displayed depend on the Microsoft Office application that you have open.

What is Smart View Panel?

From the Smart View Panel, a user can manage data source connections, access data and task lists, create reports, and open Oracle Crystal Ball Enterprise Performance Management workbooks (you should have license for Crystal Ball EPM or related products). The Smart View Panel, opened from the Smart View ribbon, is displayed by default on the right side of the Microsoft Office application. You can move, resize, or close the Smart View Panel from the down arrow in the title bar. The Smart View Panel contains the following panes:

  • Home: A panel that displays links to Shared Connections and Private Connections as well as a list of recently used items - ad hoc grids, forms, and tasks - that you can click to establish a connection.
  • Shared Connections: A drop-down menu of available connections from Oracle Hyperion Shared Services and a tree view of the contents of the currently selected connection.
  • Private Connections: A drop-down menu of available connections saved on the local computer and a tree view of the contents of the currently selected connection. You can also enter a URL to connect directly to a data source here.
  • Task Lists: A tree list of tasks from which you can manage your tasks. This pane opens only when you select a task list from Shared Connections or Private Connections.
  • Action Panel: A list of operations available based on the selection in the shared connection or private connection, or task list tree list.
  • Document Contents: A task pane in the Smart View Panel that provides a view of the connections and content existing in the current Office document.
  • Other: If the administrator has installed and configured your Smart View system with extensions, there may be other panels; for example, Smart Query or Crystal Ball EPM workbooks.

 

Connecting to Data Sources

Except for Essbase connections, you can connect to one data source per worksheet. To connect to a data source:

  • From the Smart View ribbon, click Panel.
  • From Smart View Home or from the menu displayed when you click the arrow next to , do one of the following:In Connect to Data Source, enter your user name and password for the data source.
    • Click a connection name under Recently Used. You can click to pin items to this list.
    • Select Shared Connections to open the Shared Connections panel, where you select a data source from the drop-down menu. Connections available for the selected data source are displayed in a tree list.
    • Click Private Connections to open the Private Connections panel, where you select a connection from the drop-down menu.
    • Click Private Connections. Enter a URL in the field and press Enter.
  • In the Smart View Panel tree list, double-click the item—form, ad hoc grid, Smart Slice, task list, or catalog—that you want to open.

After the item is opened on the grid, you can easily locate it in the tree view. Click the arrow next to and select Locate Worksheet Connection.

 

Disconnecting from Data Sources

A user can disconnect from the current connection or from all connections. To disconnect only from the current connection, follow below steps-

  • From the Smart View Panel, select the connection that is currently open in the tree list.
  • To find this connection quickly, click the arrow next to and select Locate Worksheet Connection.
  • Right-click and select Disconnect.
  • Disconnecting from the current connection does not invalidate single-sign on (SSO).

 

To disconnect from all connected Shared Connections and Private Connections, follow below steps-

  • From the Smart View Panel, click.
  • Select Disconnect All.

This selection invalidates SSO, and you must log in again the next time you connect.


Add comment


Security code
Refresh

Search Trainings

Fully verifiable testimonials

Apps2Fusion - Event List

<<  Mar 2024  >>
 Mon  Tue  Wed  Thu  Fri  Sat  Sun 
      1  2  3
  4  5  6  7  8  910
11121314151617
18192021222324
25262728293031

Enquire For Training

Fusion Training Packages

Get Email Updates


Powered by Google FeedBurner