Smart View: Key User for Essbase & Planning

(1 day)


Key users.

Learning Objectives

Gain experience in writing functions and developing ad-hoc queries that allow you to read, write data and retrieve dimension labels and descriptions to and from Essbase and Planning data sources. Learn about accessing data forms and task lists and how to integrate your queries with various Microsoft Office products.

Course Description

Smart View provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI). Learn to view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces.Topics include setting up the Smart View connection manager, member selection and using data forms for entering, calculating and processing data. You'll analyse data using ad-hoc features such as pivot, drill-down, keep only and remove only. You'll find out more about using data forms and task lists from within Smart View and how to integrate queries with Microsoft Office products.You'll also gain experience in writing functions to read, write data and retrieve dimension labels and descriptions. Using functions allows you to develop structured reports with Smart View and Excel functionality.

Course Information

Audience: Key users

Duration: 1 day

Pre-requisites: None

Delivery method: Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 7 credits 

Day Summary

Day 1: Essbase & Smart View Overview, Smart View Panel, Ad Hoc and Free-Form reporting.

Detailed Agenda

• Essbase Overview
• Planning Overview
• Multidimensionality

• Smart View Overview


Ad-Hoc Analysis
• The Smart View Panel
• Connecting to a Data Source
• Ad Hoc Analysis
• Smart View Options
• Hints for working with Ad Hoc Queries

• Free Form Reporting
• Query Designer
• Cascade Reports


Smart Slices
• Creating Smart Slices
• Report Designer
• Ad Hoc and Smart Slices


Smart Queries
• Defining Sets
• Creating Set Filters
• Building a Smart Query


Using Functions
• POV Manager
• Writing Functions
• Using the HsSetValue Function


Smart View with Planning and Essbase
• Using Planning with Planning Data Forms
• Smart Slices in Essbase
• Smart Slice – Report Designer
• Using Planning Data Forms to create Ad-Hoc queries

• Working Offline


Smart View and Financial Reports
• Working with Financial Reports
• Financial Reports in Word and Powerpoint

• Further Smart View functionality


This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live environment for hands-on labs. Contact us to schedule a private class, or view the current public class schedule.

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