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1 Welcome to the Smart View User's Guide
2 Introduction to Smart View
- Overview
- Smart View Components
- Ribbons
- Smart View Panel
- Installing Smart View
- Translation Information
- About this Guide
3 Managing Data Source Connections
- Connections
- Shared Connections and Private Connections
- Connecting to Data Sources
- Disconnecting from Data Sources
- Creating Shared Connections
- Creating Private Connections
- Modifying Connections
- Deleting Connections
  - About Deleting Connection URLs
  - Deleting Connection URLS
4 Dimensions and Members
- About Dimensions and Members
- Dimension and Member Naming Limitation
- Selecting Members from the Member Selector
- Selecting Members from the POV Toolbar
- Displaying the POV Toolbar
- Selecting Members Using the Cell-Based POV
- Entering Members in Free-Form Mode
- Filtering by Attribute
- Filtering by Subsets
- Selecting Period-to-Date Members
- Defining Member Name Display in the Member Selector
- Duplicate Member Names
- Numeric Member Names
- Qualified Name Display in Alternate Hierarchies
- Member Perspective
- Aliases and Alias Tables
- Viewing Dimension Properties
- Member Information
- The POV Manager
5 Data and Data Cells
- Refreshing Data
  - Refreshing from a Ribbon
  - Refreshing Individual Reports from Document Contents
- Using the Submit Data Options
- Calculating Data
- Consolidating Data
- Working with Currencies
  - Translating Currencies in Financial Management
  - Changing Currency in Planning
- Adjusting Values in Data Cells
- Data Perspective
- Drill-Through Reports
- Linked Reporting Objects
  - Attaching a Linked Reporting Object to a Data Cell
  - Launching a Linked Reporting Object from a Data Cell
- Linked Partitions
- Cell Comments
  - Cell Comments in Planning and EPM Cloud
  - Cell Comments in Financial Management
- Attachments
- Cell History
6 Ad Hoc Analysis
- About Ad Hoc Analysis
- Starting Ad Hoc Analysis
- Inserting Attribute Dimensions on the Sheet
  - Inserting Attribute Dimensions on the Sheet--Example
  - Notes About Inserting Attributes
- Preserving Excel Formulas in Ad Hoc Grids
  - Preserving Excel Formulas Within and Outside of Essbase Ad Hoc Grids
- Formatting Ad Hoc Grids
  - Using Smart View Formatting
  - Using Excel Formatting
- Enabling Attribute Association Processing in Ad Hoc Grids
- Zooming In and Out
- Specifying Ancestor Position in Ad Hoc Grids
- Working with Excel Filters on Ad Hoc Sheets
- Pivoting
  - Pivoting Dimensions Between Rows and Columns
  - Pivoting Dimensions Between the Grid and the POV Toolbar
- Removing Selected Members From the Grid
- Inserting Rows and Columns
- Displaying and Suppressing Repeated Members
  - Using the Suppress Repeating Members Option with 11.1.2.2.102 and Earlier Workbooks
- Multiple Grids on a Worksheet
- Cascading Reports and Ad Hoc Grids
- Substitution Variables
- Comments and Unknown Members on Essbase Sheets
7 Data Forms
- Working with Forms in Excel
- Opening Forms in Excel
- Excel Formulas in Forms
- Working with User Variables
- EPM Cloud and Oracle Hyperion Planning Forms
- Financial Management Data Forms
8 General Operations
- Smart View Operations
- Using Undo and Redo
  - Specifying the Number of Undo and Redo Actions
  - Undo Support By Provider
- Copying and Pasting
- Importing Metadata in Office Applications
- Entering Percentage Values in Forms and Ad Hoc Grids
- Enabling Automatic Cell Width and Height Adjustment
- Sheet Information
  - Sheet Information Support By Provider
- Document Contents
- Shared Workbooks
- Protected Worksheets
- Opening Large Workbooks in Smart View
- Printing POV Members in the Header and Footer
- Opening Forms and Ad Hoc Grids from Web Applications (Web Launch)
- Enabling and Disabling Smart View
  - Enabling and Disabling Smart View Using the Smart View Ribbon
  - Enabling and Disabling Smart View from Microsoft Office
9 Smart Query
- About Smart Query
- Creating a Smart Query
- Opening a Smart Query
- Copying and Pasting
- Sharing Smart Query Definitions
- Executing a Smart Query
- Deleting a Smart Query
10 Smart Slices
- About Smart Slices
- Creating Reports with Smart Slices
  - Deleting Reports or Report Objects
  - Sliders
    - Creating a Slider from One Query
    - Creating a Slider from Joined Queries
- Smart Slices, Ad Hoc Analysis, and Forms
- Creating Smart Slices
  - Setting Smart Slice Data Boundaries
  - Setting Smart Slice Preferences
11 The Query Designer and MDX Queries
- Working with Query Designer
- Working with MDX Queries
12 Smart Forms
- About Smart Forms
- Creating Smart Forms
- Smart Form Example Scenario
- Excel Functions Supported in Smart Forms
13 Task Lists
- About Task Lists
- Working with Tasks from the Smart View Panel
- Integrating Task Lists with Microsoft Outlook
14 Oracle Journals for Financial Management
- About Oracle Journals for Financial Management
- Installing the Oracle Journals Extension
  - Installing from the Smart View Installation Folder
- Journal Roles
- Processing Journals in Smart View
- Creating Journals
  - Editing Journal Properties
  - Guidelines for Creating Journals from Ad Hoc Grids or Data Forms
- Opening Journals
- Scanning Journals
- Viewing Journal Status
- Modifying List Display in Manage Journals Window
- Editing Journals
- Selecting Dimension Members for Journal Detail
- Copying and Pasting Journal Cells
- Submitting Journals
- Unsubmitting Journals
- Approving Journals
- Rejecting Journals
- Posting Journals
- Unposting Journals
- Journal Validation
- Analyzing Journals
- Deleting Journals
- Entity Detail Reports
  - Starting the Entity Detail Report
  - Report Point of View
  - Selecting Rows for the Report
  - Displaying Base Details
  - Displaying Line Item Detail
  - Linking to Journal Detail
  - Displaying Source and Destination Transactions
  - Exporting the Entity Details Report to Excel
- Viewing Journal Reports
- Region and Language Settings in Oracle Journals
15 Smart View and Oracle Hyperion Planning
- About Smart View and Oracle Hyperion Planning
- Oracle Hyperion Planning Approvals
- Monitoring Oracle Hyperion Planning Job Status
- Searching for a Page in Oracle Hyperion Planning Forms
- Copying Versions
- Composite Forms
- Working with Oracle Hyperion Planning Business Rules
- Spreading Data
- Member Formula
- Supporting Detail
- Setting User Preferences
- Saving Native Excel Formatting to Oracle Hyperion Planning
- Working Offline
16 Smart View and EPM Cloud
- About Smart View and EPM Cloud
- Planning Approvals
- Monitoring Planning Job Status
- Searching for a Page in EPM Cloud Forms
- Copying Versions
- Dashboards
- Composite Forms
- Working with Business Rules
- Spreading Data
- Member Formula
- Supporting Detail
- Setting User Preferences
- Saving Native Excel Formatting to EPM Cloud
- Working with Multiple-Grid Worksheets in EPM Cloud
- Smart View Behavior Options in EPM Cloud
17 Smart View and Profitability and Cost Management
- About Smart View and Profitability and Cost Management
- Running the Smart View Installer
- Creating Data Source Connections to Profitability and Cost Management
18 Smart View and Reporting and Analysis
- About Importing Reporting and Analysis Documents
- Editing and Refreshing Documents
- Refreshing Reporting and Analysis Documents
- Financial Reporting and Web Analysis Import Formats
- Importing Interactive Reporting Documents
- Importing Financial Reporting Documents
- Exporting Financial Reporting Reports
- Importing Production Reporting Documents
- Importing Web Analysis Documents
19 Smart View and Narrative Reporting
- About Narrative Reporting
- Setting Up Narrative Reporting in Smart View
- Connecting to Narrative Reporting in Smart View
- Using Narrative Reporting Home
- Administering Report Packages in Smart View
- Authoring Doclets
- Performing Reviews
  - About the Review Phase Process
    - Collaborative Review Process
    - Iterative Review Process
  - Working with Review Instances in Smart View
- Working with Distributions
  - About Distributions
  - Viewing Distributions
- Performing Sign Offs
  - About the Sign Off Phase
  - Signing Off On or Rejecting a Report
- Refreshing Report Packages
- Working with Narrative Reporting Data in Smart View
  - Example: Working with Narrative Reporting Data in Smart View
    - Performing Ad Hoc Analysis with Narrative Reporting Data
    - Copying and Pasting Narrative Reporting Data into Doclets
20 Smart View and Oracle BI EE
- About Oracle BI EE and Smart View
- Features and Components of Oracle BI EE in Smart View
- Installing the Oracle BI EE Extension
  - For Smart View End Users
  - For Smart View Administrators
- Working with Windows System Locales in Oracle BI EE
- Connecting to Multiple Oracle BI EE Data Sources
- Oracle BI Presentation Catalog
- Working with Oracle BI EE Analyses, Views, and Dashboards
- Working with Views Using the View Designer
- Troubleshooting Connecting to the Oracle BI EE Server
21 Smart View and Oracle Analytics Cloud
- About Oracle Analytics Cloud and Smart View
- Features and Components of Oracle Analytics Cloud in Smart View
- Installing the Oracle Analytics Cloud Extension
  - For Smart View End Users
  - For Smart View Administrators
- Working with Windows System Locales in Oracle Analytics Cloud
- Connecting to Multiple Oracle Analytics Cloud Data Sources
- Oracle BI Presentation Catalog
- Working with Oracle Analytics Cloud Analyses, Views, and Dashboards
- Working with Views Using the View Designer
22 Smart View and Oracle Analytics Cloud - Essbase
- About Smart View and Oracle Analytics Cloud - Essbase
- Running the Smart View Installer
- Creating Data Source Connections to Oracle Analytics Cloud - Essbase
- Tracking User Activity with Audit Trail
23 Smart View Options
- Setting Smart View Options
- Global Options and Sheet Level Options
  - Global Options
  - Sheet Options
- Member Options
- Data Options
- Advanced Options
- Formatting Options
- Cell Styles
- Extensions
24 Functions
- Using Functions
- Creating Functions
  - Creating Functions in the Function Builder
    - Using Cell References
  - Creating Functions Manually
- Running Functions
- Fixing Links in Functions
- Copying and Pasting HsGetValue Functions
- Function Descriptions
  - HsGetValue
  - HsSetValue
  - HsGetSheetInfo
  - HsCurrency
  - HsDescription
  - HsAlias
  - HsLabel
  - HsGetText
  - HsSetText
  - HsGetVariable
- Common Function Error Codes
25 Free-Form Mode
- About Free-Form Mode
- Free-Form Guidelines
- Free-Form Grid Examples
- Comments in Free-Form Grids
- Formulas in Free-Form Grids
- Duplicate Aliases in Free-Form Mode
- Attribute Dimensions in Free-Form Grids
- Creating Free-Form Reports
- Retrieving Attribute Dimensions in Free-Form Mode
- Creating Asymmetric Reports
- Actions That May Cause Unexpected Behavior
26 Smart View Diagnostics and Health Check
- About Smart View Diagnostics and Health Check
- Displaying the Diagnostics Group in the Smart View Ribbon
- Customizing Diagnostics Features
- Using the Smart View Diagnostics Tools
- Cleaning Up the Diagnostics Folder
- Performing a Health Check On Your System
A Using Other Applications with Smart View
- Crystal Ball EPM
- Smart View and Spreadsheet Add-in
B Migrating Functions
- About Migrating Functions
- Converting Workbooks
- Converting One Workbook
- Converting Multiple Workbooks
- Migrating Connections for Functions
C Finding Information
- Smart View Accessibility
- Smart View VBA Functions
- Data Provider Information Resources
- Using Oracle User Productivity Kit