Introduction to Smart View
Oracle’s Enterprise Performance Management System
Smart View Overview
Smart View High-level Architecture
Installing Smart View
Smart View Excel Interface
Managing Data Source Connections
Working with Common Provider Connections
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Working with Independent Provider Connections
Entering Data in Data Forms
Opening Data Forms
Entering Data
Annotating Data Cells
Calculating Data Values
Setting Smart View Options
Submitting Data
Taking Data Forms Offline
Offline Planning Overview
Offline Planning Process
Downloading Data Forms
Activating Offline Connections
Entering, Analyzing, and Adjusting Data Offline
Synchronizing Offline Data to Planning
Refreshing Offline Data Forms
Analyzing Data with Ad Hoc Analysis Tools
Ad Hoc Analysis Overview
Opening Ad Hoc Grids
Zooming In and Out on Dimension Members
Pivoting Dimensions
Selecting POV Dimension Members
Creating Reports with Smart Slices
Smart Slices Overview
Creating Smart Slices
Designing Reports in Report Designer
Adding Queries and Subqueries to Report Designer
Cascading Report Outputs
Embedding Dynamic Data Points
Embedding Data in Word and PowerPoint
Viewing the POV for Data Points in Word and PowerPoint
Changing the POV in Word and PowerPoint
Managing the POV for Multiple Applications
Importing Reporting and Analysis Documents into Microsoft
Office
Importing Overview
Importing Documents
Editing and Refreshing
Documents
Description
In this course, you learn how to use Smart View to query
and analyze Planning data. You learn how to enter data into
grids, take data forms offline, and perform ad hoc
analysis. You learn how to create and use Smart Slices for reporting.
You then learn how to embed dynamic data points into
Microsoft Office documents, and how to import Reporting and
Analysis content into Microsoft Excel, Word, and
PowerPoint. Exercises provide hands-on practice.
A Live Virtual Class (LVC) is exclusively for registered
students; unregistered individuals may not view an LVC at any
time. Registered students must view the class from the
country listed in the registration form. Unauthorized recording,
copying, or transmission of LVC content may not be made.
