1. 1. Put Analysis back into Finance! Optimizing User Productivity with Oracle Smart View 11.1.2.5 Mark Cawi Shane Axsom Mark Mitchell Oracle Certified Planning Specialists Put Analysis back into Finance!
2. 2. Put Analysis back into Finance! Agenda Topics Overview and Highlights of Smart View Power Usage Tips and Tricks Additional Productivity Features
3. 3. Put Analysis back into Finance! Founded in 2007, headquartered in Indianapolis, IN Experts in the areas of: Enterprise Performance Management (EPM) Business Intelligence (BI) Data Warehousing Implementation and Support as a Service Offerings Visit us at BakerfieldSolutions.com
4. 4. Put Analysis back into Finance! Agenda Topics Overview and Highlights of Smart View Power Usage Tips and Tricks Additional Productivity Features
5. 5. Put Analysis back into Finance! Excel-based interface to: Enterprise Performance Management (EPM) Hyperion Planning, Essbase, HFM, etc. Business Intelligence (BI) OBIEE What is Smart View? Ad hoc and canned reporting and analysis Data submission to EPM products
6. 6. Put Analysis back into Finance! Quick History Introduced as part of Hyperion EPM System 9 in 2007 Replacement for legacy Essbase Excel Add-in; brought to parity as of version 11.1.2.1.102 Latest version of Smart View is 11.1.2.5.410 (stepped out of sync from rest of EPM system releases)
7. 7. Put Analysis back into Finance! Alternate interface to browser access of data forms Can use Excel formulas Save and use offline Data Forms
8. 8. Put Analysis back into Finance! Build Pivot table- style reports Zoom In / Out Keep / Remove Only Pivot Ad Hoc Analysis
9. 9. Put Analysis back into Finance! Function Builder Build Formula- based reports HsGetValue HsSetValue HsDescription Etc.
10. 10. Put Analysis back into Finance! Financial Reports Generate and refresh canned Financial Reports
11. 11. Put Analysis back into Finance! OBIEE Connect to OBIEE Version 11.1.1.7+
12. 12. Put Analysis back into Finance! Drill to Detail Drill to see transactional detail in General Ledger (if enabled)
13. 13. Put Analysis back into Finance! Agenda Topics Overview and Highlights of Smart View Power Usage Tips and Tricks Additional Productivity Features
14. 14. Put Analysis back into Finance! Power Usage - Templates For reporting in Smart View Excel Templates for free form reporting Financial Reports for canned reporting For data input into Hyperion Planning Task List to enhance navigation Can be pinned to Smart View Panel Home"
15. 15. Put Analysis back into Finance! ExcelTemplate
16. 16. Put Analysis back into Finance! A central navigation in Excel, created by admin, linked to shortcuts; e.g: Websites Data Forms, Business Rules, Manage Approvals Instruction Manuals PDF Financial Reports Batch Scripts Task Lists in Hyperion Planning
17. 17. Put Analysis back into Finance! Smart View Ad Hoc vs. Functions Ad Hoc is king for swift Pivot Table-style analysis Functions are quicker to learn and more flexible for multiple data sources, asymmetric reporting, etc. Planning Connection vs. Essbase Connection Essbase Ad Hoc - better features and performance Planning Ad Hoc - useful to convert Data Forms to Ad Hoc, but large queries may crash Planning Power Usage - Connections
18. 18. Put Analysis back into Finance! Drag down from corner to Split the window Alternatively access from View Ribbon > Split More reliable with Smart View than Freeze Panes Power Usage - Split Window
19. 19. Put Analysis back into Finance! Learn Excel hotkeys for efficient use of Smart View Including.. Power Usage - Hotkeys Move across ranges (Ctrl-Arrow) Also hold Shift to select cells in range Move to first/last cell (Ctrl-Home/End) Select Row or Column (Shift/Ctrl-Space) Delete selection (Alt-E-D) Paste Special Values (Alt-E-S-V) Turn on Auto Filter (Alt-D-F-F) Select all Formula cells in range (F5 Alt-S-F- Enter) Convert Text to Columns (Alt-D-E-D)
20. 20. Put Analysis back into Finance! Power Usage - Hotkeys (cont.) Use Quick Access Toolbar for Smart View hotkeys: Zoom In (Alt-1) / Zoom Out (Alt-2) Keep Only (Alt-3) / Remove Only (Alt-4) Refresh (Alt-5) / Undo (Alt-6) / Redo (Alt-7) Performance Tip - For significant speed boosts, use VBA in the hotkeys to switch Formula Calc to Manual
21. 21. Put Analysis back into Finance! PerformanceTip
22. 22. Put Analysis back into Finance! Power Usage - Smart View API Here are additional use cases with Excel VBA; a caveat, we suggest to keep VBA development minimal Use case #1 - Excel Ribbon with features such as: Copy Ad Hoc Sheets to new tab with connection Trim numeric members and convert to Text Use case #2 - For a public agency, we developed a table of contents for a 300+ page report in a specific (required) format
23. 23. Put Analysis back into Finance! Use Oracles Quick Options Extension for convenient access to change options via the Smart View Panel http://www.oracle.com/ technetwork/middlewa re/smart-view-for- office/downloads/index -088403.html Power Usage - Quick Options
24. 24. Put Analysis back into Finance! Agenda Topics Overview and Highlights of Smart View Power Usage Tips and Tricks Additional Productivity Features
25. 25. Put Analysis back into Finance! 6 MORE Productivity Features 1.Member Information 2.Smart View Progress Dialog 3.Linked Content 4.Client-Server Smart View version independence 5.Smart Query 6.Metadata Management
26. 26. Put Analysis back into Finance! 1. Member Information Click Member Information to see member formulas and other details Specific to the Essbase Connection
27. 27. Put Analysis back into Finance! 2. Smart View Progress Dialog Smart View can provide its progress in a dialog Turn this on in Smart View Options > Advanced
28. 28. Put Analysis back into Finance! 3. Client-Server Version Independent The latest versions of Smart View are compatible with older versions of Hyperion EPM Oracle provides Certification Matrixes to validate which versions are compatible Download the latest version here: http://www.oracle.com/technetwork/middleware/ smart-view-for-office/index.html
29. 29. Put Analysis back into Finance! Embed and refresh data grids in Word or PowerPoint 4. Linked Content
30. 30. Put Analysis back into Finance! Use Smart Queries for dynamic sorting/filtering E.g. Select Top 10% Customers by Revenue New members automatically add to the drill down 5. Smart Query
31. 31. Put Analysis back into Finance! Released as of Planning 11.1.2.3 Download the Planning Admin Extension in Workspace Administrators can manage metadata and refresh to Essbase 6. Metadata Management Photo courtesy of John Goodwin
32. 32. Put Analysis back into Finance! Questions? Drop your card for raffle Anyone wanting code samples Anyone that stops by the booth