Slide 1
Entering Data Using Smart ViewBCopyright 2010, Oracle and/or its
affiliates. All rights reserved.Copyright 2010, Oracle and/or its
affiliates. All rights reserved.Presentation Title 1ObjectivesAfter
the end of this appendix, you should be able to:Describe Smart
ViewConnect to data sourcesEnter, adjust, calculate, and analyze
data in Smart ViewManage Planning processes in Smart ViewManage
tasks in Smart ViewMonitor job statuses in Smart ViewManage
Planning data offlineSet Smart View optionsCopyright 2010, Oracle
and/or its affiliates. All rights reserved.2Smart View Overview
EssbaseFinancial ManagementPlanning
Reporting & Analysis repository
Hyperion Enterprise
Oracle BI EE
Microsoft OfficeSmart View Client
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.Presentation Title 3The slide depicts a high level
overview of the Oracle Hyperion products that can connect with the
Smart View client.Smart View Architecture
Server tierData tierClient tierFinancial
ManagementProviderProvider Services Reportingand
AnalysisProvider
Financial ManagementHyperion Enterprise
Reporting and AnalysisHTTP(s)
EssbasePlanningOracle BI EE
Microsoft OfficeSmart View Client
Hyperion Enterprise ProviderCopyright 2010, Oracle and/or its
affiliates. All rights reserved.Presentation Title 44The slide
depicts the Smart View architecture including the client tier,
server tier, and data tier.Connecting to Data Sources
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.Presentation Title 5The slide depicts the Smart View Panel
with Shared Connections, Private Connections, and Recently Used
sections.
Working with Shared Connections
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.Presentation Title 66The slide depicts the Smart View
Panel including a Planning shared connection as set on the Advanced
tab of Smart View options.
6Working with Private Connections
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.Presentation Title 7The slide depicts the Smart View Panel
with private connections listed.Entering Data in Smart View
In Smart View, you can:Open and work with data formsEnter and
adjust data in data formsAdd formulas to data formsUse business
rules to calculate dataCopyright 2010, Oracle and/or its
affiliates. All rights reserved.The slide provides a high level
overview of actions you can perform in Smart View. - 8
Opening Data Forms in Smart ViewClick to open a data
form.Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide displays a data form, its POV, and the Smart
View Panel with the Open form option displayed in the Actions pane.
- 9
Navigating Data Forms in Smart ViewOffice 2007 ribbon with Smart
View commandsSmart View panelData formPOV toolbarSmart View and
product-specific ribbonsCopyright 2010, Oracle and/or its
affiliates. All rights reserved.Presentation Title 10The slide
depicts the Standard Expenses data form and its main sections in
Smart View.Data Entry in Smart ViewIn Smart View, you can use data
forms to perform the following actions:Enter and modify plan
dataSpread dataAdjust, copy, and paste plan dataAnnotate plan data
including:Add or view cell commentsAdd or view supporting
detailAttach documents or URLsSubmit plan data
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide provides a high level overview of the actions
you can perform in Smart View data forms. - 11Data Form Formulas in
Smart ViewYou can create formulasinside or outside data form
gridson cells that contain cell textYou cannot create formulason
read-only cells or cells that are lockedon cells that have
supporting detailFormulas are preserved even when yourefresh data
formsopen saved worksheets in the futureexpand or collapse rows or
columns
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide lists the key points for the Dos and Donts of
creating and preserving formulas in Smart View data forms. - 12Data
Calculation in Smart View
All Planning business rulesBusiness rules for a specific
formCopyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts the Business Rules dialog box that
displays in Smart View for data form specific rules and Planning
application rules. - 13Performing Ad Hoc Analysis in Smart ViewYou
can perform the following ad hoc actions on data forms in Smart
View: Pivot, zoom in, and zoom out on membersKeep and remove
dimension members
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.14The slide provides a high level overview of the ad-hoc
actions you can perform in Smart View.
Navigating Ad Hoc GridsPlanning Ad Hoc ribbonAnalysis sectionAd
hoc gridPOVCopyright 2010, Oracle and/or its affiliates. All rights
reserved.15The slide depicts a data form in ad-hoc mode in Smart
View.Zooming In and Out on Dimension Members
With ad hoc analysis, you can perform the following tasks:
Retrieve data for the sibling level, same level, or the same
generation as the selected memberZoom in on the bottom level to
view data for the lowest level of members in a dimensionDrill down
from multidimensional members to relationally stored
membersCopyright 2010, Oracle and/or its affiliates. All rights
reserved.16The slide lists the key points about zooming in and out
on dimension members in Smart View.Pivoting Dimensions
With ad hoc analysis, you can pivot dimensions to the following
locations: POVRowsColumnsCopyright 2010, Oracle and/or its
affiliates. All rights reserved.17The slide describes that you can
pivot to the POV, rows or columns in Smart View ad-hoc mode.With ad
hoc analysis, you can modify the ad hoc grid using these options:
Keep Only:Keeps only the selected member (active cell) or the
member range within the gridRemoves all unselected members from the
worksheet for that dimensionRemove Only:Removes the selected member
(active cell) and data or member range and data from the worksheet
for that dimensionRetains all unselected members in the
worksheetKeeping and Removing Dimension MembersCopyright 2010,
Oracle and/or its affiliates. All rights reserved.18The slide
provides a high level overview of the Keep Only and Remove Only
features in Smart View ad-hoc.Entering Supporting Detail in Smart
View
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts the Supporting Details dialog box in
Smart View. - 19Managing Planning Processes in Smart View
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts the Process Management and Promotional
Path dialog boxes in Smart View. - 20Copying Versions in Smart
View
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts the Copy Version dialog box in Smart
View. - 21Managing Task Lists in Smart View
You can manage manage Planning task lists and tasks in Excel or
Outlook as follows:Open and view task listsView task
statusesExecute tasksMark tasks as completedCreate task list
reportsCopyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide provides a high level overview of task list and
task management in Excel and Outlook. - 22Monitoring Job Statuses
in Smart View
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts the Job Console dialog box in Smart
View. - 23Managing Planning Data OfflineOffline Planning enables
you to:Work with data while not connected to the Planning
serverWork with online and offline data forms in an Excel
workbookRefresh offline data forms with the most current definition
in Planning when you are back onlineSynchronize data back to the
Planning server when you are back online
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide provides a high level overview of the Planning
tasks that you can perform offline. - 24Taking Data Forms
Offline
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts the Planning ribbon and the Take Offline
option which launches Take Offline Wizard. - 25Entering Planning
Data in Offline Mode
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts a data form in offline mode. -
26Synchronizing Data to the Planning Server
Planning
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.The slide depicts a the concept of synchronizing data from
offline data forms to the Planning server online. - 27Setting Smart
View Options
Copyright 2010, Oracle and/or its affiliates. All rights
reserved.28The slide depicts the Smart View Options dialog
box.SummaryAt the end of this appendix, you should be able
to:Describe Smart ViewConnect to data sourcesEnter, adjust,
calculate, and analyze data in Smart ViewManage Planning processes
in Smart ViewManage tasks in Smart ViewMonitor job statuses in
Smart ViewManage Planning data offlineSet Smart View
optionsCopyright 2010, Oracle and/or its affiliates. All rights
reserved.29
