Oracle Hyperion Smart View 11.1.2 for Essbase - Self-Study Course

In this course, you learn how to use Smart View, a common Microsoft Office add-in (Excel, Word and PowerPoint), to query, analyze, and share data stored in Essbase databases. You connect to data sources and create ad hoc queries and free-form grids. You use smart slices and Report Designer to create customizable reports with interactive components. Finally, you import Workspace documents into Microsoft Office.

Learn To:

• Query and analyze data stored in Essbase
• Create ad hoc queries, free-form grids, and advanced reports
• Work with Smart Slices and Report Designer
• Embed dynamic data points into Microsoft Office documents
• Import Workspace content into Excel, Word, and PowerPoint
• Format Reports by Using Functions

Audience

• Reports Developer
• End Users

Course Topics Introduction to Smart View

• Oracle's Enterprise Performance Management System
• Essbase Overview
• Smart View Overview
• Smart View High-level Architecture
• Installing Smart View Client
• Smart View Excel Interface
• Data Source Providers
• Working with Smart View Panel

Creating Ad Hoc Analysis Reports

• Creating Ad Hoc Grids
• Creating Member Selections
• Associating Data Sources with Worksheets
• Creating Free-form Grids

Setting Smart View Options and Managing POVs

• Setting Smart View Options
• Displaying Aliases for Member Names
• Setting, Saving, and Sharing POVs

Creating Advanced Reports

• Working with Query Designer
• Executing MDX Queries
• Retrieving Data for DTS Members
• Retrieving Data for Attribute Dimensions
• Working with Excel Formulas
• Creating Formatted Reports
• Creating Asymmetric Reports

Working with Smart Slices and Report Designer

• Creating Smart Slices
• Setting Smart Slice Preferences
• Creating Customizable Reports with Interactive Components

Embedding Dynamic Data Points

• Embedding Dynamic Data into Word and PowerPoint
• Changing the POV for Dynamic Data Points

Importing Workspace Documents into Microsoft Office

• Integrating Workspace Documents with Microsoft Office
• Importing Financial Reporting and Web Analysis Documents
• Editing and Refreshing Documents

Applying Advanced Formatting to Grids

• Formatting Grids as Tables
• Applying Conditional Formatting
• Grouping and Validating Data

Course Objectives

• Explain the multidimensional analysis and database outline hierarchy
• Connect to Essbase
• Create ad hoc queries and advanced reports
• Embed dynamic data points into Microsoft Office documents
• Import Workspace content into Microsoft Office
• Create formatted reports