TRAINING

Enroll Now

Oracle Hyperion Smart View

The Hyperion Smart View course is designed to take users through the steps required to access and analyze data using Smart View. Working with Smart View in an interactive case study, Planning and Essbase users learn how to enter data into grids, work with task lists, manage the Planning approval process, take data forms offline, and use ad hoc tools to analyze Planning data.

HFM users learn how to query, consolidate, and analyze data from Financial Management applications followed by creating ad hoc queries, free-form grids, and advanced reports. Essbase only users learn to query, analyze, and share data stored in Essbase databases. Users connect to data sources and create ad hoc queries and free-form grids.

Who Should Attend

• Application Developers
• IT Support
• Project Managers
• System Administrators

Prerequisites

• Basic Microsoft Windows skills
• Knowledge of spreadsheets
• Working knowledge of either Planning or HFM concepts and terms

Course Contents:

Introduction to Smart View

• Smart View Installation Components
• Smart View Overview
• Typical Business Process for Smart View
• Smart View Interface

Ribbon

• Smart View
• HFM Ad Hoc
• Planning Ad Hoc
• Essbase Ad Hoc

Smart View Panel

• Document Contents Pane

Connections

• Shared Connections and Private Connections
• Connect to Data Sources
• Create Private Connections
• Delete the List of Private Connections
• Save Shared Connections as Private Connections

Analyzing Data with Ad Hoc Analysis Tools

• About Ad Hoc Analysis
• Start Ad Hoc Analysis
• Excel Formulas in Ad Hoc Grids

Format Ad Hoc Grids

• Use Smart View Formatting
• Use Excel Formatting

Zoom In

• Zoom In to the Default Level
• Zoom In to a Selected Level

Zoom Out

• Set a Default Zoom Level
• Enable Double-Click Zooming
• Pivot
• Remove Selected Members from the Grid
• Insert Rows and Columns
• Set Dimensions and Members
• Select Members from the Member Selector
• Select Members from the POV Toolbar
• Place Members and Dimensions from the POV Toolbar onto the Grid
• Hide the POV Toolbar
• Copy and Paste a POV
• Delete a POV

Cell Comments

• View and Add Cell Comments
• Edit and Delete Cell Comments

Smart View Options

• Global Options and Sheet Level Options
• Member Options
• Data Options
• Advanced Options
• Formatting Options
• Cell Styles

Smart Slices

• About Smart Slices
• Smart Slices and Ad Hoc Analysis
• Create Smart Slices
• Set Smart Slice Data Boundaries
• Set Smart Slice Preferences

Functions

• Create Functions with Function Builder
• Create Functions Manually
• Syntax Guidelines
• Function Descriptions
• Common Function Error Codes

Smart Query

• Define Sets
• Define Set Filters
• Build the Smart Query
• Complete the Smart Query
• Open a Smart Query

Importing Reporting Documents into Microsoft Office

• Import Financial Reporting Documents
• Edit and Refresh Documents

Copying Data between Excel, Word, and PowerPoint

Open Data Grids and Data Forms in Smart View

Planning Admin Extension

• Make Property Changes to a Member
• Move a Member
• Add a Member
• Shared Members
• Refresh/Create Database