Audience :

  • Application Developers
  • Report Developers
  • Power Users
  • Business Users Prerequisites
  • Basic Microsoft Windows skills
  • Knowledge of Microsoft Excel, Word and PowerPoint
  • Working knowledge of Planning Course Information.

Topics :

  • Introduction to Smart View
    • Oracle Hyperion EPM System Architecture
    •  Smart View Overview
    • Install Smart View
    • Smart View Excel Interface
    • Data Source Providers
    • Manage Data Source Connections
  • Enter Data in Data Forms
    • Data Forms Overview
    • Navigate Data Forms
    • Add Members to Data Forms
    • Link Data Forms
    • Adjust Data Values
    • Apply Excel Formulas and Cell References to Data Forms
    • Submit Data
  • Analyze Data with Ad Hoc Analysis Tools
    • Ad Hoc Analysis Overview
    • Perform Ad Hoc Analysis
    • Set Smart View Options
    • Display Qualified Names for Members
    • Take Data Forms Offline
    • Offline Planning Overview
    • Offline Planning Process
    • Download Data Forms
    • Connect to Offline Data Sources
    • Enter, Analyze, and Adjust Data Offline
    • Synchronize Offline Data to Planning
    • Refresh Offline Data Form Definitions
  • Create Advanced Financial Management Reports
    • Work with Query Designer
    • Work with Free-form Reports
  • Reporting with Smart Slices
    • Smart Slice Overview
    • Create Smart Slices
    • Create Reports with Report Designer
    • Cascade Report Outputs Embed Dynamic Data Points
    • Embed Excel Data Points into Word and PowerPoint
    • Copy and Paste Data Points Across Microsoft Office
    • Change POV Dimension Values in Word and PowerPoint
    • Import Workspace Documents into Microsoft Office
    • Integration Overview
    • Import Workspace Documents
    • Edit and Refresh Workspace Documents