1. User's Guide
  2. Introduction to Smart View
  3. Overview

Overview

Using Oracle Smart View for Office, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint.

Note:

Smart View is not supported with shared workbooks. When the Excel option for sharing workbooks is enabled, Smart View operations are not supported. For example, attempting to perform a refresh in a shared workbook can cause an exception to occur.

To clear the shared workbook option in Excel, go to the Review ribbon, then click the Share Workbook button, and then clear the Allow changes by more than one user at the same time check box.

Watch this overview video to learn about using basic features in Smart View. The video references Planning as the data source, but the functionality shown is common to most Smart View providers.

Video icon Overview video

Smart View with On-Premises Data Sources

Smart View provides a common Microsoft Office interface for these on-premises data sources:

  • Oracle Essbase

  • Oracle Hyperion Financial Management

  • Oracle Hyperion Planning

  • Oracle Hyperion Enterprise Performance Management Workspace

  • Oracle Hyperion Reporting and Analysis

    Includes Oracle Hyperion Financial Reporting (requires the Financial Reporting extension for Smart View), Oracle Hyperion Interactive Reporting, Oracle Hyperion SQR Production Reporting, and Oracle Hyperion Web Analysis

  • Oracle Hyperion Strategic Finance (requires the Strategic Finance extension)

  • Oracle Hyperion Profitability and Cost Management

  • Disclosure Management (requires the Disclosure Management extension)

  • Oracle Hyperion Financial Data Quality Management, Enterprise Edition

  • Oracle Business Intelligence Enterprise Edition

Additionally, Smart View supports several on-premises extensions. See Extensions for more information.

Smart View with EPM Cloud and Oracle Analytics Cloud Data Sources

Smart View provides a common Office interface for these cloud data sources:

  • Planning

  • Planning Modules

  • Narrative Reporting

  • Financial Consolidation and Close

  • Profitability and Cost Management

  • Strategic Modeling (requires the Strategic Modeling extension)

  • Tax Reporting

  • Oracle Analytics Cloud

  • Oracle Analytics Cloud - Essbase

Smart View connected to Oracle Analytics Cloud - Essbase works with the Cube Designer extension.

Depending on the Oracle Enterprise Performance Management Cloud service you're connected to, Smart View works with these extensions:

  • Planning Admin extension

  • Financial Reporting extension

  • Narrative Reporting extension

  • Predictive Planning extension

  • Close and Supplemental Data Management extension

  • Strategic Modeling extension

The extensions listed above are discussed in their respective guides (see the Oracle Help Center for more information).

Additionally, in this guide, references to Financial Reporting apply to both the on-premises and EPM Cloud versions of Financial Reporting.