Smart View – Export in Query Ready Mode

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Export in Query Ready Mode (to establish Smart View connection through Hyperion Web)

Smartview export form to Excel is not working with the UBC network because of the web protocols at

UBC. A warning message may appear when trying to use the “Export to Smartview” function in forms.

The workaround would be to export a report to Smartview first. And then go into Hyperion Planning

and then forms through the Smartview session established by the report.

1. Export report to Smartview (run any planning snapshot report)

2. At the bottom of the report, there’s a link called “Export In Query Ready Mode”, click on this link

If the system asks you for a URL, for the training environment, please use the following:

https://cwbtrn.adm.ubc.ca:19000/workspace/SmartViewProviders

When you are planning for real, this is the link to production:

https://cwbprod.adm.ubc.ca:19000/workspace/SmartViewProviders

Your report will now open in Hyperion Smartview:

Smart View – Export in Query Ready Mode

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3. Click on the Smartview tab and then Panel:

Smart View – Export in Query Ready Mode

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4. Insert a new blank worksheet or use a worksheet in the workbook.

5. Click on the drop down in the Connections Panel and select Shared Connections:

6. Click on the Server dropdown and select Oracle Hyperion Planning, Fusion Edition

7. Expand on cwb-apprd02.it.ubc.ca and then expand on UBCPlan, Forms, Forecast and then click

onto form 1.02

Smart View – Export in Query Ready Mode

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8. Now click on Open Form:

9. Now the form is opened to the last Fund/Dept/PG that we were reviewing in Hyperion.

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The same logic exists in Hyperion on the web where yellow cells are writeable and grey cells are

read/only. If you edit any data in the form and want to save it to Hyperion, click on “Submit data”.

Please note, submitting data will not trigger the auto aggregation that clicking save in Hyperion on the

web. If you want to see your data in reports immediately you have to run ad hoc aggregation or simply

click save in the same form on the web and all changes submitted in Smartview will be aggregated.

If the system asks you for a URL, for the training environment, please use the following:

https://cwbver.adm.ubc.ca:19000/workspace/SmartViewProviders

When you are planning for real, this is the link to production:

https://cwbprod.adm.ubc.ca:19000/workspace/SmartViewProviders

End of Training Document