Oracle Hyperion Smart View 11.1.2 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 learn how to create smart slices and to create reports with Report Designer. You also learn how to embed dynamic data points into Microsoft Office documents. Finally, you learn how to import Reporting and Analysis content and Financial Management tasklists into Excel, Word, and PowerPoint. Exercises provide hands-on practice.

Learn To:

• Import Financial Management data into Microsoft Office documents
• Enter and analyze Financial Management data using Smart View
• Import Financial Management data into Microsoft Office documents

Audience

• End Users
• Application Developers

Course Topics Introduction to Smart View

• Oracle Hyperion EPM System Architecture
• Smart View Overview
• Installing Smart View
• Smart View Excel Interface
• Data Source Providers
• Managing Data Source Connections

Entering Data in Data Forms

• Data Forms Overview
• Navigating Data Forms
• Adding Members to Data Forms
• Linking Data Forms
• Adjusting Data Values
• Applying Excel Formulas and Cell References to Data Forms
• Submitting Data

Analyzing Data with Ad Hoc Analysis Tools

• Ad Hoc Analysis Overview
• Performing Ad Hoc Analysis
• Setting Smart View Options
• Displaying Qualified Names for Members

Creating Advanced Financial Management Reports

• Working with Query Designer
• Working with Free-form Reports

Reporting with Smart Slices

• Smart Slice Overview
• Creating Smart Slices
• Creating Reports with Report Designer
• Cascading Report Outputs

Embedding Dynamic Data Points

• Embedding Excel Data Points into Word and PowerPoint
• Copying and Pasting Data Points Across Microsoft Office
• Changing POV Dimension Values in Word and PowerPoint

Importing Reporting and Analysis Documents and Tasklists into Microsoft Office

• Import Overview
• Importing Financial Reporting Documents
• Importing Web Analysis Documents
• Importing Financial Management Tasklists
• 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

Appendix B: Retrieving and Submitting Data by Using Functions

• Functions Overview
• Creating Functions with Function Builder
• Creating Functions Manually
• Common Function Error Codes

Course Objectives

• Create Smart Slices
• 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