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Description: BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a list of beginners guide and FAQs for Oracle Hyperion Product Suite. Download many such learning documents, student guide, Lab Guide and Hands-on practice materials. This document describes an introduction to Oracle Hyperion Smart View 11.1.2.3 for Hyperion Planning. Join our professional training to learn from Experts.
History: Version 0.1 Description Change Review#1 Author Amit Sharma Publish Date 2th May 2013
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Contents
An Introduction to Hyperion Smart View ............................................................................................................................... 3 Installing Hyperion Smart View............................................................................................................................................... 3 Verify the installation. ......................................................................................................................................................... 6 Setting up Connection......................................................................................................................................................... 7 Opening a DataForm. ............................................................................................................................................................ 10 Create AdHoc Analysis and SaveAs DataForm ...................................................................................................................... 10
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Oracle Hyperion Smart View for Office (Smart View) is a Microsoft Office Add-in that provides a common interface designed specifically for analysts to interact with the data and business intelligence content that they have stored within their Oracles Enterprise Performance Management (EPM) system. One of the most common ways of using Smart View is users access Excel to interactively investigate the data contained in the different sources such as Oracle Essbase, Hyperion Planning, or Hyperion Financial Management (HFM) etc.
Once you download the Smart View executables. You can invoke it. The below screen shows the next step.
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Follow the wizard step by step to install the Smart View in your client machine.
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Specify the path where the smart view files will be stored.
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The below screen shows the installation got completed. The next step is to open MS-Office product and check the Smartview is visible in toolbar
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Also, Open Excel and check ribbons and the Smart View Panel are visible.
Setting up Connection
You connect to data sources, manage your connections, and open grids, forms, and task lists all from the Smart View Panel. Depending on how the administrator configured Smart View, you may or may not be required to enter your user name and password as you change data providers and Office applications. Planning: http(s)://servername:port/HyperionPlanning/SmartView
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Click Create new connection and specify the URL and credentials
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Once you connect to the application you can see the list of DataForms and Task Lists.
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Opening a DataForm.
The DataForm can be opened directly from Private Connection/Shared Connection panel.
Alternatively, you can open DataForm from Planning interface. FileOpen in Smartview.
i) ii)
Open Data Form in Ad Hoc Analysis. Change the PoV as needed in DataForm.
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iii)
Specify the member selected as need and Save Ad Hoc Grid to DataForm.
iv)
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