In most cases, you can connect to one provider data source per sheet, with the exception of Oracle Analytics Cloud, Oracle Business Intelligence Enterprise Edition, Oracle Analytics Cloud - Essbase, and Oracle Essbase. For these providers, you can connect to multiple instances of the same data source type per sheet, slide, or document.

• Shared Connections

  You can create shared to connections to on-premises Oracle Hyperion Enterprise Performance Management Workspace sources and Oracle Enterprise Performance Management Cloud sources.

  For EPM Workspace connections, you can connect to multiple provider types per connection.

  For EPM Cloud sources, there are two ways to use a shared connection:

  • One cloud provider per shared connection.

    For example, shared Connection "A" connects you to your Planning service instance; shared Connection "B" connects you to your Financial Consolidation and Close service instance.

  • Multiple cloud providers per shared connection. This is referred to as integrated business process navigation flows in EPM Cloud. In this case, all supported cloud providers must reside on the same domain.

    For example, your organization is hosting Planning Modules and Tax Reporting on the same domain. Connection "C" connects you to both service instances.

    This type of connection applies only to these EPM Cloud services:

    • Planning

    • Planning Modules

    • Financial Consolidation and Close

    • Tax Reporting

    EPM Cloud Service Administrators: See Administering Planning, "Connecting Subscriptions in EPM Cloud" for information on setting up integrated business process navigation flows.

  Shared connections are either:

  • Accessed from a central server or host location and available to multiple users through the Smart View Panel.

  • Stored on each Oracle Smart View for Office client machine or on a web server in an XML file created by a system administrator. The connections in the XML file are then available to the user through shared connections in the Smart View Panel.

    See Accessing Shared Connections from an XML File in the Oracle Smart View for Office Installation and Configuration Guide for information on preparing and distributing this XML file.

  You cannot edit or rename shared connections, but you can save them as private connections, which you can edit and rename.

• Private Connections

  Private connections are those that you create by saving a shared connection to your local computer or by entering a URL to a provider data source. When you create a private connection, it becomes the active connection.

  Note:

  When working with Oracle Analytics Cloud, Oracle BI EE, Oracle Analytics Cloud - Essbase, and Narrative Reporting, you must use a private connection, or add the private connection information to a shared connection XML file, as described in Accessing Shared Connections from an XML File in the Oracle Smart View for Office Installation and Configuration Guide.

Related Topics:

Connections

Connecting to Data Sources

Disconnecting from Data Sources

Creating Private Connections

Saving Shared Connections as Private Connections

Modifying Connections

Deleting Connections