Oracle Smart View for Office

Analyze, Update and Report

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.

   
   
   
  Ad hoc or Free-form Analysis for ´╗┐EPM & BI data in Office
  Predefined Form Interaction
  Report Design
  Pre-Created Content Access
 
Smart View for Planning

 



Ad hoc or Free-form Analysis for EPM and BI Data in Office
This is for users requiring an environment to have a conversation with the data. Typically they use the Excel environment to interactively investigate the data contained in the source(s). They may start with templates that begin the process (such as East > Cola > Sales) or a blank sheet where they begin shaping and altering the grids of data as they use the exposed functionality. Typically users go after the data from Oracle EPM on-premises sources such as Essbase, Planning or Financial Management using clicks and drag-and-drop. Other data sources supported for ad hoc analysis includes Oracle Business Intelligence Enterprise Edition, and Oracle EPM Cloud sources such as Oracle Planning and Budgeting Cloud.

Predefined Form Interaction
EPM application users that execute predefined input/reporting forms find Smart View a convenient way of completing tasks within the Office environment. These users would be planners, consolidators and the like that have a desire to work in the Excel environment either for consistent experience compared to the web application or to tie other spreadsheet-based models into their process. For example, Pepsi Bottling uses Smart View for Planning in order to incorporate data still housed in spreadsheet and workbook-based models.

Report Design
Reporting is another dimension of Smart View usage which leverages the capabilities of EPM data retrieves. Once the data is available within Office we can create reports as needed based on a combination of data sources. For example Planning and Financial Management data could be used to compare actual to budget. Reports could be made more complex by providing the ability to compare multiple scenarios and different periods. The power of Office can be used to create reports in the Office environment and these reports can be refreshed periodically as needed.

Pre-Created Content Access
Another area of use is for importing pre-created content—for example, importing charts or grids from Oracle Hyperion Financial Reporting and Oracle Business Intelligence Enterprise Edition to PowerPoint, Word, or Excel. The imported content can be refreshed from the Office environment.

Smart View Key capabilities  
  • Ability to integrate EPM and BI data directly from the data source into Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook
  • Full ad hoc and free-form analysis capabilities for Oracle Hyperion Financial Management, Oracle Essbase, Oracle Hyperion Planning and Oracle Business Intelligence Enterprise Edition
  • Full ad hoc and free-form analysis capabilities for Oracle EPM Cloud data sources, including Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and Oracle Tax Reporting Cloud
  • Data access from Relational or multidimensional sources
  • An alternative, Office-based interface for leveraging EPM on-premises and cloud product data entry forms
  • Ability to create data perspectives for end users called Smart Slices
  • Ability to dynamically refresh EPM and BI data across Office documents with a single click
  • Ability to perform selective, multi-page import of Oracle Hyperion Financial Reporting documents.
  • Point of View (POV) search for efficient, context-based searching
  • Support for highly formatted grids in Microsoft Excel
  • Report creation in Excel, Word and PowerPoint using EPM and BI data
  • Comprehensive VBA toolkit for developing custom Office-based analytic interfaces
What's New
 Demo: Smart View Overview
 Smart View Extensions and Utilities
 Oracle Smart View for Office, Fusion Edition Release 11.1.2.5 Release Highlights (PDF)
See What's New In Hyperion Foundation Services Release 11.1.2.5
 Oracle Smart View for Office, Fusion Edition Release 11.1.2.2 Release Highlights (PDF)
See What's New In Hyperion Foundation Services Release 11.1.2.2
 Oracle Smart View for Office, Fusion Edition Release 11.1.2 Release Highlights (PDF)
See What's New In Hyperion Foundation Services Release 11.1.2.
 White Paper: Moving from Essbase Spreadsheet Add-in to Oracle® Smart View for Office, Fusion Edition
 White Paper: Oracle Smart View for Office Fusion Edition, Overview
     White Paper: Oracle Smart View for Office Extension Installation: Alternative Installation Options (PDF)

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