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1. SMART VIEW FOR EXCEL HOW TO
2. SMART VIEW FOR EXCEL SOFTWARE
3. SMART VIEW FOR EXCEL DOWNLOAD
4. SMART VIEW FOR EXCEL WINDOWS

… The objective of Smart View is to integrate EPM and BI data directly from the data source into Office applications such as Word, PowerPoint, Excel, and Outlook.

SMART VIEW FOR EXCEL SOFTWARE

Oracle Hyperion Smart View is one of several applications in the Oracle Hyperion software suite.

SMART VIEW FOR EXCEL WINDOWS

SMART VIEW FOR EXCEL HOW TO

Hope this post could give you some ideas on how to use Planning Extension to manage metadata in Excel. When the database is refreshed, click Finish. Right click on the Dimension folder, and then select Refresh Database.Ĭheck the Database checkbox and click the Refresh button. Essbase can be refreshed from Smart View. Let’s check the web version to make sure everything has been set up correctly.Īll changes to metadata require Essbase to be refreshed. But, actually, this member has been added as a shared member correctly.

When we click Refresh, we notice that the Parent Member and Data Storage have changed back. Type in the Parent Member name and Set the Data Storage property as Shared. Then submit the changes.Īdd the member as a shared member to a new shared member row. Then submit the changes.Ĭlick on the Parent Member, then type in a new parent member name. The new member is marked with a *, and the default properties will be displayed. Some properties have a drop down menu, just like the web version, for example, Data Storage.įor others, we could just manually type in the value, for example, Parent Member.Įnter a new member name in the first column and then click Refresh. We see that the top member of the dimension cannot be edited, so the properties will be grayed out. For example, let’s edit Account dimension.ĭouble click on the Account dimension. All the dimensions are stored in this folder.ĭouble click on one of the dimension or right click then select Edit dimension. We will notice that there is a Dimension folder.

Firstly, we would like to check that the Planning Admin Extension got enabled.Įstablish a Smart View Connection Planning connection and link to the Sample application by using the planning connection. Then follow the instructions via the installation wizard.Īfter installation, launch Excel.

SMART VIEW FOR EXCEL DOWNLOAD

We will need to download the Planning Extensions. On the home page, click the drop down button next to the user ID, then select Downloads. Let’s create a standard PBCS application. The Planning Extension can be downloaded from EPM application web homepage. Today, let’s focus on how to use Planning Extension to manage metadata. With that being said, there is no need for admins to log into the web application to maintain the hierarchy, we could achieve this through Excel for the most cases.

We can view, import, distribute data in Excel, Word and PowerPoint.īut you may or may not know that there is a Smart View Planning Admin Extension, which allows us to maintain metadata in Excel, including updating hierarchy, refreshing database, etc. Through Smart View, we are able to link to the on-premise Hyperion, Essbase, PBCS, and other EPM applications. As we know, Smart View is an Office add-in, which provides a common Office interface for EPM products.