Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Welcome to the Smart View User's Guide
- 2 Introduction to Smart View
- 3 Data Source Connections
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4
Smart View Options
- Setting Smart View Options
- Global Options and Sheet Level Options
- Member Options
- Data Options
- Advanced Options
- Formatting Options
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Cell Styles
- Cell Style Options Supported for EPM Cloud Forms and Ad Hoc
- Cell Style Options Supported for Oracle Hyperion Planning Forms and Ad Hoc
- Cell Style Options Supported for Profitability and Cost Management Ad Hoc
- Cell Style Options Supported for Financial Management Forms and Ad Hoc
- Cell Style Options Supported for Essbase Ad Hoc
- Extensions
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5
Smart View Extensions
- About Smart View Extensions
- Working with Extension Alerts
- Initially Checking for Available Extensions
- Installing Extensions
- Updating Extensions
- Enabling Logging for Extension Installations
- Overriding the Default URL for the Extension Download
- Enabling and Disabling Extensions
- Adjusting Display when Working with Extensions
- Uninstalling Extensions
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6
Dimensions and Members
- About Dimensions and Members
- Dimension and Member Naming Limitation
- Best Practices for Numeric Member Names
- Selecting Members from the Member Selector
- Selecting Members from the POV Toolbar
- Selecting Members Using the Cell-Based POV
- Entering Members in Free-Form Mode
- Displaying the POV Toolbar
- POV Manager
- Filtering by Attribute
- Filtering by Subsets
- Selecting Period-to-Date Members
- Specifying Member Perspective
- Viewing Member Information
- Working with Aliases and Alias Tables
- Defining Member Name Display in the Member Selector
- Displaying Qualified Names of Duplicate Members
- Qualified Name Display in Alternate Hierarchies
- Viewing Distinct Page Member Names in Pages for Forms
- Viewing Dimension Properties
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7
Data and Data Cells
- Refreshing Data
- Using the Submit Data Options
- Calculating Data
- Consolidating Data
- Working with Currencies
- Adjusting Values in Data Cells
- Resolving Data Validation Errors
- Specifying Data Perspective
- Working with Smart Lists
- Working with Drill-Through Reports
- Working with Linked Reporting Objects
- Cell Comments
- Adding Attachments
- Viewing Cell History
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8
Data Forms
- Working with Forms in Excel
- Opening Forms in Excel
- Using Excel Formulas in Forms
- Preserving Formulas After POV Changes
- Working with User Variables
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EPM Cloud and Oracle Hyperion Planning Forms
- EPM Cloud and Oracle Hyperion Planning Form Behavior in Smart View
- Displaying the Floating Toolbar in Planning Forms
- Saving Ad Hoc Grids
- Performing Ad Hoc Analysis in Forms
- Using the Drop-down Member Selector on Row Dimensions in Forms
- Inserting Charts
- Cell-Level Security in Smart View
- Working with Valid Intersections
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Flex Forms
- About Flex Forms
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Best Practices for Working with Flex Forms
- General Guidelines for Flex Forms
- Selecting Members in Flex Forms
- Filtering and Sorting in Flex Forms
- Using Suppression Options in Flex Forms
- Working with Shared Members and Suppression Options in Flex Forms
- Flexing Beyond the Form Definition
- Retaining Invalid Members on Flex Forms
- Retaining Formula, Label, and Comment Rows and Columns on Flex Forms
- Retaining Modified Members on Flex Forms After POV or User Variable Change
- Smart Push with Flex Forms
- Unsupported Features on Flex Forms
- Working with Flex Forms in Smart View
- Opening a Flex Form in Ad Hoc Mode and Submitting Data
- Financial Management Data Forms
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9
Ad Hoc Analysis
- About Ad Hoc Analysis
- Starting Ad Hoc Analysis
- Inserting Attribute Dimensions on the Sheet
- Preserving Excel Formulas in Ad Hoc Grids
- Formatting Ad Hoc Grids
- 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
- Removing Selected Members From the Grid
- Inserting Rows and Columns
- Displaying and Suppressing Repeated Members
- Working with Multiple Grids on a Worksheet
- Cascading Reports and Ad Hoc Grids
- Using Substitution Variables
- Detecting Comments and Unknown Members on Essbase Sheets
- 10 Books
- 11 Reports
- 12 Smart Forms
- 13 Task Manager
- 14 Task Lists
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15
Free-Form Mode
- About Free-Form Mode
- Guidelines and Best Practices for Free-Form
- 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
- Submitting from Free-Form Grid with Scaling Options Enabled
- Creating Free-Form Reports
- Retrieving Attribute Dimensions in Free-Form Mode
- Creating Asymmetric Reports
- Actions That May Cause Unexpected Behavior
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16
General Operations
- Smart View Operations
- Searching for Forms and Other Artifacts
- Using Quick Actions
- Using the Document Contents pane
- Using Undo and Redo
- Copying and Pasting
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Saving Office Documents to EPM Cloud
- About Saving Office Documents to EPM Cloud from Smart View
- Creating Folders in the EPM Cloud Platform Library Using the Web Interface
- Creating Folders in the Narrative Reporting Library Using Smart View
- Saving Office Documents to EPM Cloud Library Using Smart View
- Managing Access to Office Documents in EPM Cloud Library
- Importing Metadata in Office Applications
- Viewing Sheet Information
- Opening Forms and Ad Hoc Grids from Web Applications (Web Launch)
- Opening Large Workbooks in Smart View
- Working Compatibly on Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)
- Entering Percentage Values in Forms and Ad Hoc Grids
- Enabling Automatic Cell Width and Height Adjustment
- Working with Shared Workbooks
- Working with Protected Worksheets
- Printing POV Members in the Header and Footer
- Enabling and Disabling Smart View
- 17 Functions
- 18 Smart Query
- 19 Smart Slices
- 20 Query Designer and MDX Queries
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21
Smart View and EPM Cloud
- About Smart View and EPM Cloud
- Viewing Member Formula
- Viewing Localized Artifact Labels
- Working with Business Rules
- Working with Supporting Details
- Spreading Data
- Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
- Accessing Ancestor Members in Ad Hoc Grids
- Managing Planning Approvals
- Monitoring Job Status
- Dashboards
- Opening Composite Forms
- Copying Versions
- Searching for a Page in EPM Cloud Forms
- Saving Native Excel Formatting to EPM Cloud
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Working with Multiple-Grid Worksheets in EPM Cloud
- About Multiple Grids on a Worksheet
- Creating Multiple-Grid Worksheets with EPM Cloud Sources
- Converting EPM Cloud Single-Grid Worksheets to Multiple-Grid Worksheets
- Renaming Ranges on EPM Cloud Multiple-Grid Worksheets
- Changing Connections in EPM Cloud Multiple-Grid Worksheets
- POV Behavior on EPM Cloud Multiple-Grid Worksheets
- Setting User Preferences
- Smart View Behavior Options in EPM Cloud
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22
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
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Authoring Doclets
- About the Author Phase Process
- Authoring Doclets in Smart View
- Working with Linked Regular Doclets
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Working with Embedded Content from Reference Doclets
- About Embedded Content From Reference Doclets
- Adding Reference Doclets to a Report Package
- Creating Available Content Using the Available Content Button in Reference Doclets
- Creating Available Content from Excel Named Ranges in Reference Doclets
- Validating Fonts in Reference Doclets
- Embedding Content in a Doclet
- Updating Excel-based Reference Doclet Content and Properties
- Deleting Available Content from Excel-based Reference Doclets
- Previewing Available Content
- Refreshing Embedded Content in a Doclet
- Viewing Available Content Name in Doclets
- Removing Embedded Content from a Doclet
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Working with Embedded Content from Reference Files
- About Embedding Content from Reference Files
- Creating Available Content Using the Available Content Button in Reference Files
- Creating and Embedding Available Content from Excel Named Ranges in Reference Files
- Managing Named Ranges for Reference Files
- Updating Available Content in a Reference File
- Remapping Content within Reference Files
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Working with Variables
- About Variables
- Creating Static Variables
- Creating Reference Variables
- Inserting Variables in a Doclet
- Working with Variables in Smart View for PowerPoint
- Searching for Variables
- Locating the Source of Reference Variable Values
- Editing Variables
- Filtering Variables
- Highlighting Variables in Doclets
- Inspecting Variables
- Unlinking Reference Variables
- Deleting Variables
- Working with Excel Doclets in PDF-based Report Packages
- Working with Server-Initiated Refresh
- Inserting Links and Cross-References to Pages in Doclets
- Working with an Automatic Table of Contents
- Approving or Rejecting Doclets
- Recalling Doclets
- Inspecting Doclets
- Reverting to a Prior Version of a Doclet
- Performing Reviews
- Working with Distributions
- Performing Sign Offs
- Refreshing Report Packages
- Publishing Report Packages, Sections, and Doclets
- Saving Office Documents to EPM Cloud in Narrative Reporting in Smart View
- Working with Reports in Smart View
- Working with Narrative Reporting Data in Smart View
- 23 Smart View and Account Reconciliation
- 24 Smart View and Profitability and Cost Management
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25
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
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26
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
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27
Smart View and Oracle Journals for Financial Management
- About Oracle Journals for Financial Management
- Installing the Oracle Journals Extension
- Journal Roles
- Processing Journals in Smart View
- Creating Journals
- 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
- Viewing Journal Reports
- Region and Language Settings in Oracle Journals
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28
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
- Working with Windows System Locales in Oracle BI EE
- Connecting to Multiple Oracle BI EE Data Sources
- Oracle BI Presentation Catalog
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Working with Oracle BI EE Analyses, Views, and Dashboards
- Supported Oracle BI EE View and Object Types
- Inserting Tables and Pivot Tables
- Inserting Graphs
- Inserting Compound Views
- Inserting Dashboards
- Working with Prompts
- Working with Page Prompts
- Specifying Preferences for Refreshing Views
- Refreshing Views
- Masking Data in Views
- Viewing Properties of an Oracle BI EE Object
- Copying and Pasting Oracle BI EE Objects Between Office Applications
- Editing an Analysis in Oracle BI EE
- Copying and Pasting Views From Oracle BI EE to Office
- Editing Views Created in Oracle BI EE
- Working with Views Using the View Designer
- Troubleshooting Connecting to the Oracle BI EE Server
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29
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
- Working with Windows System Locales in Oracle Analytics Cloud
- Connecting to Multiple Oracle Analytics Cloud Data Sources
- Oracle BI Presentation Catalog
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Working with Oracle Analytics Cloud Analyses, Views, and Dashboards
- Supported Oracle Analytics Cloud View and Object Types
- Inserting Tables and Pivot Tables
- Inserting Graphs
- Inserting Compound Views
- Inserting Dashboards
- Working with Prompts
- Working with Page Prompts
- Specifying Preferences for Refreshing Views
- Refreshing Views
- Masking Data in Views
- Viewing Properties of an Oracle Analytics Cloud Object
- Copying and Pasting Oracle Analytics Cloud Objects Between Office Applications
- Editing an Analysis in Oracle Analytics Cloud
- Copying and Pasting Views From Oracle Analytics Cloud to Office
- Editing Views Created in Oracle Analytics Cloud
- Working with Views Using the View Designer
- 30 Smart View and Essbase Cloud
- 31 Smart View Diagnostics and Health Check
- A Using Other Applications with Smart View
- B Migrating Functions
- C Finding Information