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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.
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.
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.
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.
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.
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.
This tutorial covers creating a free-from grid in Smart View by using an Essbase data source.
Approximately 30 minutes.
In this tutorial, you use free-form reporting to analyze the sales results for diet drinks. You also add Excel formulas and formatting, and save the report as a template to analyze a different line of products in the future.
The following is a list of software requirements:
Note: You can create free-form reports in Smart View using Microsoft Office 2003. However, Microsoft Office 2003 has the Hyperion menu instead of the Hyperion ribbon.
Refer to the Oracle® Enterprise Performance Management System Installation Start Here Guide release 18.104.22.168 for hardware requirements.
Before starting this tutorial, you should:
Note: You can create free-form reports for any data source that Smart View supports. This tutorial uses Essbase as a data source.
Free-form reporting enables you to extract information from a connected data source by typing member names into the grid. Free-form reporting is very efficient if you are familiar with the database outline. You can also use the following Smart View and Excel options with free-form reporting:
Note: Refer to the Oracle ® Hyperion Smart View for Office, Fusion Edition 11.1.1 User Guide for information on the free-form reporting guidelines.
In the following example, you create a free-form grid to analyze diet drinks sales.
Smart View enables you to use Excel formulas to calculate data values that are not stored in the database. In the example below, you add Excel formulas to calculate the difference between actual and target sales, and actual and target COGS.
You can apply Excel formatting to your grid. For example, you can add background color and borders, add a currency symbol, change the number of decimal places, and apply conditional formatting. In this topic, you format the grid to make it look like the example below:
After creating a report that contains your specified formatting and formulas, you can use it as a template to create other reports. In the following example, you use the Diet Drinks worksheet as a template to analyze the Cream Soda sales.
In this tutorial, you have learned how to:
In this tutorial, you have learned how to: