Introduction to Smart View
Smart View Overview
Installing Smart View
Smart View Excel Interface
Data Source Providers
Managing Data Source Connections
Working with Common Provider Connections
Working with Independent Provider Connections
Entering Data in Data Forms
Associating Data Sources with Worksheets
Opening Data Forms
Navigating Data Forms
Adding Members to Data Forms
Accessing Linked Data Forms
Adjusting Data Values
Working with Formulas and Cell References in Data Forms
Submitting Data
Analyzing Data with Ad Hoc Analysis Tools
Creating Ad Hoc Grids
Managing the Point of View
Setting Smart View Options
Displaying Qualified Names for Members
Creating Advanced Financial Management Reports
Working with Query Designer
Working with Free-form Reports
Embedding Dynamic Data Points
Embedding Data in Word and Outlook
Viewing the POV for Data Points in Word and PowerPoint
Changing the POV in Word and PowerPoint
Managing the POV for Multiple Applications
Retrieving and Submitting Data by Using Functions
About Functions
Creating Functions
Editing and Refreshing Functions
Common Function Error Codes
Setting the Point of View
Converting Workbooks
Importing Reporting and Analysis Documents into Microsoft
Office
Import Overview
Import Formats
Editing and Refreshing Documents
Appendix A: Customizing Worksheets with the VBA Toolkit
Customization Overview
Declaring Smart View VBA Functions
Adding Smart View VBA Functions to Macros
Commonly Used Smart View VBA Functions
Description
Smart View enables business users to access and analyze
data from various Oracle Hyperion data sources. In this
course, you learn how to use Smart View to query,
consolidate, and analyze data from Financial Management
applications. You create ad hoc queries, free-form grids,
and advanced reports. You enter and submit data by using
data forms. You then learn how to embed dynamic data
points into Microsoft Office documents, and to retrieve and
submit data by using functions. Finally, you learn how to
import Reporting and Analysis content into Excel, Word, and
PowerPoint. Exercises provide hands-on practice.Learn
To:Import Financial Management data into Microsoft Office
documentsRetrieve and submit data using Smart View
functionsEnter and analyze Financial Management data using
Smart View
Import Financial Management data into Microsoft Office
documents
Retrieve and submit data using Smart View functions
Enter and analyze Financial Management data using Smart
View
* This course is also suitable for customers using
Hyperion Smart View 9.3.1.
