Oracle Hyperion Smart View 11.1.1 for Financial Management

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 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.

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.

Audience

• Application Developers
• End Users

Course Topics 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

Course Objectives

• Retrieve and submit data by using functions
• Import Reporting and Analysis documents into Microsoft Office
• Connect to Financial Management
• Create ad hoc queries and advanced reports
• Enter and submit data in data forms
• Embed dynamic data points in Microsoft Office documents