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Using Smart View with an Oracle EPM (Hyperion) Planning or Planning and Budgeting Cloud Service (PBC

Oracle Smart View for Office (Smart View) can be immensely powerful, convenient, and very useful for Hyperion Planning on-premise or Oracle Planning and Budgeting Cloud Service (PBCS) users. Smart View allows end users to retrieve their planning data via an add-on to MS Office for PowerPoint, Word and Excel.


Most end users will use Smart View to see their raw data and drill into it from top to bottom; to add new members; to change parents of dimensions; or to have a user-friendly view of their forms and reports outside of the user interface. This blog focuses on quickly establishing a connection to Smart View and creating an ad hoc report.


Install Smart View

To install Smart View, you need to download the add-on from either on-premise Hyperion Planning or PBCS. I’ve added a screenshot of where to go for each install.

On-premise:

PBCS:

Once Smart View is installed on your machine, the Smart View ribbon will appear when you launch Excel, PowerPoint or Word.

Set Up Options

This is usually a one-time setup, but is important because this connects you to the database and permits you to set preferences that have important effects on your Smart View experience.


Establish Connections

Press the “Options” icon.  The Options window will open. Select “Advanced” from the left pane:

In the “General” section of the right pane is a field for inputting the connection string to the “Plan Essbase” cube. You will enter your unique URL into the “Shared Connections URL” field (I have blacked out for confidentiality purposes):

Connecting to the Data Source

Once your options are properly set, you can connect to the database from Excel.

  1. From the Smart View ribbon, press the “Panel” icon:

  1. The Smart View connection panel will appear on the right side of the Excel worksheet. From the Smart View panel, select “Shared Connections:”

You will be prompted for your on-premise or PBCS user ID and password in a pop-up window.  Enter them here and press the “OK” button.

  1. Expand the “Server Tree” and select an application (ours is called ‘Plan’ in this example):