Oracle Hyperion Smart View 11.1.1 for Planning

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.

Audience

• Administrator
• Business Analysts
• End Users

Course Topics 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
• 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

Course Objectives

• Describe Smart View for Planning
• Use Data Source Manager to connect to Planning data sources
• Enter and submit data in data forms
• Take data forms offline
• Open ad hoc grids
• Create reports based on smart slices
• Add queries and subqueries in Report Designer
• Cascade reports in Report Designer
• Embed dynamic data points in Microsoft Office documents
• Import Reporting and Analysis content into Microsoft Office