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Oracle Smart View for Office

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.

Learn about Oracle's broad selection of application solutions.

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

Oracle by Example - Smart View for Office

The Oracle by Example (OBE) series provides step-by-step instructions on how to perform a variety of tasks. The Oracle by Example series reduces the time spent investigating what steps are required to perform a task. Because the step-by-step solutions are built for practical real world situations, not only is knowledge gained through valuable hands-on experience, but also the solutions presented may then be used as the foundation for production implementation, dramatically reducing time to deployment.

What's New

Smart View for Office
Smart View for Office 11.1.2