1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials User Guide
  5. Budgeting and Analysis
  6. Analyzing Data in Smart View

Analyzing Data in Smart View

You can access Planning and Budgeting data by using the Microsoft Excel add-on, Oracle Smart View for Office. With Smart View, you can connect to your NetSuite Planning and Budgeting data and work with it directly in Excel. You can also create dynamic data points in Microsoft Word and pull graphs into Microsoft PowerPoint.

For details about how to access your data in Smart View, see:

For more information about using Smart View for complex data analysis, see the Smart View User Guide.

Accessing Smart View from Microsoft Excel

Planning and Budgeting Financials gives you many reports and dashboards to facilitate analysis, but, you might want to do more complex analysis of your data. With Smart View, you can perform an ad hoc analysis of your data.

You can work with your scenario plans in Microsoft Excel by opening your NetSuite Planning and Budgeting forms from the Smart View tab. Smart View connects to NetSuite Planning and Budgeting and shows data from the same forms that you see in the main application. If you're working in Smart View, you're seeing the same data as other users using NetSuite Planning and Budgeting. When you submit data in Smart View, the data gets pushed back into NetSuite Planning and Budgeting.

To access Smart View directly from Microsoft Excel:

  1. Open Microsoft Excel.

  2. Click the Smart View tab.

  3. Click Panel.

    The Smart View panel opens to the right.

  4. In the Smart View panel, click Shared Connections.

  5. If prompted, log in to your Oracle Cloud Service.

  6. Select EPM Cloud from the list.

  7. In the server list, select your NetSuite server connection.

  8. To expand the shared connection URL, click the plus icon next to your connection.

  9. Find the form that you want to use. Budgeting forms are usually in the Library folder.

    For example, go to Library > Planning.

    Administrators can also access other folders, such as Dimensions and Attribute Dimensions.

  10. To open the form, at the bottom of the panel, click Open Form. Or, double click the form.

    The form you selected opens in the Planning tab.

  11. (Optional) In the Planning tab, you can do the following tasks:

    • Select the Point of View (POV) from the POV pane.

    • In the Cell Actions menu, add comments, supporting details, or attachments to your form.

    • In the Adjust menu, use Grid Spread.

    • Enter data in the grid.

    Note:

    These tasks are similar to the tasks that you'd do in NetSuite Planning and Budgeting.

  12. Right-click a cell and select Smart View. Notice the options that you can access from here.

    Click Refresh to update the worksheet with the latest saved data from NetSuite Planning and Budgeting. This action will overwrite any unsaved changes you made.

  13. To save your form and push the changes to NetSuite Planning and Budgeting, click Submit Data in the ribbon.

  14. To do a more advanced data analysis, click Analyze in the ribbon.

    The data opens in a new worksheet under the Planning Ad Hoc tab.

Accessing Smart View from NetSuite Planning and Budgeting

When working on a form in NetSuite Planning and Budgeting, you might want to view the data in Excel, for example, to perform additional calculations or compare data. You can switch to Smart View and continue working with the same form and data in Smart View.

To open a form in Smart View from NetSuite Planning and Budgeting:

  1. Log in to NetSuite Planning and Budgeting, and open the form you want to use.

  2. Click Actions in the upper right of the form.

  3. Select Open in Smart View.

  4. Depending on your browser, a link will show up in the Download bar. Open it.

    The form opens in Smart View under the Planning tab.

Related Topics

General Notices