Oracle Hyperion Smart View 11.1.2 for Planning

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Oracle Hyperion Smart View 11.1.2 for Planning

Oracle University
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Description

In this course, you learn how to use Smart View to query and analyze Planning data. You learn how to enter data into grids, work with task lists, manage the Planning approval process, take data forms offline, use ad hoc tools to analyze data and create data slices. 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.

Learn to:
  • Navigate the Smart View interface
  • Connect to data sources
  • Enter,calculate,and analyze Planning data
  • Manage the approval process and task lists
  • Work with Planning data offline
  • Import Workspace documents …

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In this course, you learn how to use Smart View to query and analyze Planning data. You learn how to enter data into grids, work with task lists, manage the Planning approval process, take data forms offline, use ad hoc tools to analyze data and create data slices. 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.

Learn to:
  • Navigate the Smart View interface
  • Connect to data sources
  • Enter,calculate,and analyze Planning data
  • Manage the approval process and task lists
  • Work with Planning data offline
  • Import Workspace documents into Smart View

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
  • End Users
  • Business Analysts
  • Project Manager
  • Developer

Course Topics Introduction to Smart View
  • Oracle Hyperion EPM System Architecture
  • Smart View Overview
  • Smart View Architecture
  • Installing Smart View
  • Smart View Excel Interface
  • Connection Types
  • Connecting to a Data Source
  • Setting Smart View Options
Entering Data in Data Forms
  • Working with Data Forms in Excel
  • Entering Data
  • Annotating Data Cells
  • Calculating Data Values
  • Submitting Data
  • Monitoring Planning Jobs in Job Console
Managing the Approval Process
  • Planning Approval Process Overview
  • Working with the Approval Process
  • Setting Up Out of Office Assistant
  • Moving Version Data Between Planning Units
Managing Task Lists
  • Task List Overview
  • Opening Task Lists
  • Viewing Task Details and Instructions
  • Integrating Tasks Lists with Outlook
  • Completing Tasks
  • Printing Task Detail
Analyzing Data with Ad Hoc Analysis Tools
  • Creating Ad Hoc Grids
  • Creating Ad Hoc Grids by Using the Member Selection Dialog Box
  • Working with Ad Hoc Data Slices
Taking Data Forms Offline
  • Offline Planning Overview
  • Offline Planning Process
  • Downloading Data Forms
  • Connecting to Offline Data Sources
  • Entering, Analyzing, and Adjusting Data Offline
  • Synchronizing Offline Data to Planning
  • Refreshing Offline Data Forms
Embedding Dynamic Data Points
  • Embedding Excel Data Points into Word
  • Embedding Excel Data Points into PowerPoint
  • Copying and Pasting Data Points across Microsoft Office
  • Changing POV Dimension Values in Word, and PowerPoint
Importing Workspace Documents into Smart View
  • Integration of Workspace Documents with Microsoft Office: Overview
  • Importing Workspace Documents
  • Editing and Refreshing Documents

Course Objectives
  • Enter, spread, and calculate data in data forms
  • Describe the key features and benefits of Smart View for Planning
  • Navigate the Smart View interface
  • Connect to shared and private data sources
  • Set Smart View options
  • Open and navigate data forms
  • Perform approval process tasks such as validating and promoting planning units
  • Open and complete task lists in Microsoft Excel and Outlook
  • Use ad hoc grids to analyze data
  • Manage Planning data in offline mode
  • Embed dynamic data points into Microsoft Word and PowerPoint
  • Import Workspace documents into Excel, Word, and PowerPoint

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