Best Practices
Best practices for working with Oracle Smart View for Office
Use these best practices for working with Smart View.
This table provides links to the best practices mentioned in this guide.
Table C-1 References for Best Practices
| Category | Best Practice For | See This Section |
|---|---|---|
| Managing Connection URL Mappings | Working with saved workbooks containing ad hoc grids | About Managing Connection URL Mappings |
| Smart View Options—Sheet | Using the Reset option | Sheet Options |
| Smart View Options—Advanced | Using the Clear Log File on Next Launch option | Advanced Options |
| Smart View Options—Cell Styles | Guidelines for working with Cell Styles | Cell Styles |
| Smart View Options—Extensions | Enabling and disabling extensions | Enabling and Disabling Extensions |
| Smart View Options—Extensions | Initially checking for available extensions | Initially Checking for Available Extensions |
| Smart View Options—Extensions | Installing extensions | Installing Extensions |
| Smart View Options—Extensions | Updating extensions | Updating Extensions |
| Dimensions and Members | Working with numeric member names | Best Practices for Numeric Member Names |
| Member Selector | Searching members | Selecting Members from the Member Selector |
| POV Manager | Working with POV Manager | POV Manager |
| Data and Cells | Using the Submit Data options | Best Practices for Using the Submit Data Options |
| Drill-Through Reports | Copying and pasting POV details | Viewing the Drill-Through Report Source POV |
| Attachments | Attaching files | Adding Attachments |
| Data Forms | Working with forms in Excel | Working with Forms in Excel |
| Flex Forms | Working with flex forms | Best Practices for Working with Flex Forms |
| Ad Hoc Analysis | Starting ad hoc analysis | Starting Ad Hoc Analysis |
| Excel Formulas in Oracle Essbase | Preserving formulas outside grid | Preserving Excel Formulas Within and Outside of Essbase Ad Hoc Grids |
| Calc on the Fly | Performing calculations without having to submit changes (Calc on the Fly) | Guidelines and Considerations |
| Multiple Grids on a Worksheet | Working with multiple grids on a worksheet | Guidelines and Best Practices |
| Cascading Reports and Ad Hoc Grids | Entering member names | Cascading Reports and Ad Hoc Grids |
| Books | Running installer | Downloading and Running the Smart View Installer |
| Books | Using quick connection | Creating Connections to Cloud EPM Business Processes |
| Books | Using language settings | Working with Downloaded Books in Smart View |
| Free-Form Mode | Working in free-form mode | Guidelines and Best Practices for Free-Form |
| Copying and Pasting | Copying and pasting in Excel | Excel Copy and Paste Guidelines and Best Practices |
| Office Documents in Cloud EPM Library | Saving Office documents to Cloud EPM Library | Saving Office Documents to Cloud EPM Library Using Smart View |
| Metadata | Copying, pasting, and importing metadata | Guidelines and Best Practices for Importing Metadata |
| Sheet Information | Viewing sheet information | Sheet Information Guidelines |
| Web Launch of Forms and Ad Hoc Grids | Launching from web applications | Opening Forms and Ad Hoc Grids from Web Applications (Web Launch) |
| Percentage Values in Forms and Ad Hoc Grids | Entering percentage values | Entering Percentage Values in Forms and Ad Hoc Grids |
| Compatibility between Smart View Products | Working compatibly between Smart View products | Best Practices on Working Compatibly between Smart View Products |
| Functions | Using functions | Using Functions |
| Function Builder | Using Function Builder | Creating Functions in the Function Builder |
| Function Builder | Using cell references | Using Cell References |
| Functions | Creating functions manually | Function Syntax Guidelines |
| Functions | Using the Fix Links option | Fixing Links in Functions |