Creating Connections to Cloud EPM Business Processes

Cloud data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting, Narrative Reporting

After you install Oracle Smart View for Office, as described in Downloading and Running the Smart View Installer, you can create connections to the Oracle Fusion Cloud Enterprise Performance Management business process that you will be using with Books.

Connections require information about your service URL. Your Smart View administrator should provide you with the information that you need to create the connection.

You can use shared or private connections for most business processes. To connect to Narrative Reporting, use the quick connection method in Smart View.

To create connections to the business processes that you will be using with Books:

  1. Launch Microsoft Excel.
  2. From the Smart View ribbon, click Panel.
  3. To create shared connections to most supported business processes, follow the instructions in Creating Shared Connections.

    You can use shared connections with these business processes:

    • Planning
    • Planning Modules
    • Financial Consolidation and Close
    • Tax Reporting
    • Narrative Reporting

      Note:

      Narrative Reporting requires a private connection, described in the next step.

  4. To create a private connection to any supported business process, see Creating Private Connections.
    As a best practice, Oracle recommends using the quick connection method when creating private connections for Books, described in Using the Quick Connection Method. For the private connection syntax appropriate to your supported business processes, see Private Connection URL Syntax.
  5. Once you've created a connection, expand the tree in the Smart View Panel and navigate to the application and database that you want to work with.

    If you are prompted to log in, enter your login credentials.

  6. Continue the setup process with "Installing the Books Extension."