#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. Using this application users can perform easy analysis, reporting. When the database is refreshed, click Finish. Smart View application is an Excel interface that links with Hyperion Planning and Essbase. 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. It provides a valuable link between Hyperion and Excel, which allows users to retrieve data from the database straight into Excel with ease. 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.
#Smart view for excel download#
Windows Users Smart View for Windows Smart View Tab Download Smart View Version: 21. When we click Refresh, we notice that the Parent Member and Data Storage have changed back. Smart View is an excel interface that connects with Hyperion Planning and Essbase to allow users to perform ad hoc analysis and reporting, input data instead of the web-based forms, and view Financial Reporting (FR) reports. Sometimes, after Smart View installation, it may happen that Microsoft Excel crashes: To fix this issue, you have to add Smart View installation folder in Excel trusted locations. 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. How to Troubleshoot Excel Crashes During Smart View Use (Doc ID 1486884.1) Excel Workbook Containing Macros Crashes or Hangs When Smart View is Enabled (Doc ID 1575401.1) Smart View Tab Disappears With Excel Crash (Doc ID 2090207. Maybe in a 'not supported, use at your own risk' scenario. I dont think I would count on the Add-In with Excel 2013 for a production deployment, however.
Its running alongside with Smart View 11.1.2.5.200. The new member is marked with a *, and the default properties will be displayed. .but Im using the Essbase Add-In for Excel version 11.1.2.1 with Excel 2013, and havent experienced any issues. 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. 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. The data points for the areas that you copy remain in Word or PowerPoint, and you can refresh the doclet to see the latest data values.As we know, Smart View is an Office add-in, which provides a common Office interface for EPM products. For example, you can incorporate data from a profit and loss statement in Oracle Essbase Studio and an income statement from a Planning source. When you work with doclets in Word or PowerPoint, you can use Smart View to include data from Narrative Reporting data sources and other EPM System data sources, including on-premises and cloud data sources. Working with Smart View Word or PowerPoint
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