Oracle Hyperion Smart View 11.1.2 for Essbase

Overview

In this course, you learn how to use Smart View, a common Microsoft Office add-in (Excel, Word and PowerPoint), to query, analyze, and share data stored in Essbase databases. You connect to data sources and create ad hoc queries and free-form grids. You import Workspace documents into Microsoft Office. Finally, you use smart slices and Report Designer to create customizable reports with interactive components and apply advanced formatting to grids.

Learn To:

• Query and analyze data stored in Essbase
• Create ad hoc queries, free-form grids, and advanced reports
• Embed dynamic data points into Microsoft Office documents
• Import Workspace content into Excel, Word, and PowerPoint
• Create smart slices and work with Report Designer
• Format reports by applying Excel stlyes and VBA functions

Audience

• Reports Developer
• End Users

Prerequisites

Suggested Prerequisites:

• Familiarity with multidimensional data storage and terms
• Familiarity with Microsoft Excel, Word, and PowerPoint

Delegates will learn how to

• Explain the multidimensional analysis and database outline hierarchy
• Connect to Essbase data sources
• Create ad hoc queries and advanced reports
• Embed dynamic data points into Microsoft Office documents
• Import Workspace content into Microsoft Office
• Apply advanced formatting to Smart View reports

Course Outline.

Introduction to Smart View

• Oracle's Enterprise Performance Management System
• Essbase Overview
• Smart View Architecture
• Smart View Excel User Interface
• Connecting to Data Sources

Creating Ad Hoc Analysis Reports

• Creating Ad Hoc Grids
• Performing Ad Hoc Operations in Multiple Cells
• Creating Member Selections
• Associating Data Sources with Worksheets
• Creating Multiple Grids on One Worksheet
• Creating Free-form Grids
• Working with the Essbase Ribbon

Setting Smart View Options

• Setting Global and Sheet-Level Options
• Setting Data Navigation and Retrieval Options
• Setting Number and Cell Formatting Options
• Setting Administrative Options
• Displaying Aliases for Member Names

Creating Advanced Reports

• Working with Query Designer
• Executing MDX Queries
• Retrieving Data for DTS Members
• Retrieving Data for Attribute Dimensions
• Working with Excel Formulas
• Replacing Data with Numeric Zeroes or Text

Embedding Dynamic Data Points and Importing Workspace Documents

• Embedding Data into Word and PowerPoint
• Changing the POV for Dynamic Data Points
• Integration of Workspace Documents with Microsoft Office: Overview

Working with Smart Slices and POV Manager

• Working with Smart Slices
• Working with Report Designer
• Cascading Reports and Ad Hoc Grids
• Working with POV Manager

Applying Advanced Formatting to Grids and Adding VBA Buttons

• Advanced Formatting Overview
• Formatting Grids as Tables
• Applying Conditional Formatting
• Grouping Data
• Validating Data
• Adding VBA Functionality to Grids