HYPERION SMART VIEW
CONTENTS
Audience
Ø Business
Analysts
Ø Developer
Ø End
Users
Ø Project Manager
Course Objectives
Ø Open
and navigate data forms
Ø Enter,spread,and
calculate data in data forms
Ø Perform
approval process tasks such as validating and promoting planning units
Ø Open
and complete task lists in Microsoft Excel and Outlook
Ø adhoc
analysis to to analyze Planning data slices
Ø Set
Smart View options
Ø Connect
to shared and private data sources
Ø Manage
Planning data in offline mode
Ø Embed
dynamic data points into Microsoft Word and PowerPoint
Ø Import
Workspace documents into Excel, Word, and PowerPoint
Ø Navigate
the Smart View interface
Ø Describe the key features and benefits of Smart View
for Planning
Course Topics
Introduction to Smart View
Ø Oracle’s
Hyperion EPM System
Ø Smart
View Overview
Ø Oracle
Hyperion Architecture
Ø Installing
Smart View
Ø Smart
View Excel Interface
Ø Connection
Types
Ø Connecting
to Data Sources
Ø Smart View Options
Entering Data in Data Forms
Ø Working
with Data Forms in Excel
Ø Entering
Data
Ø Annotating
Data Cells
Ø Calculating
Data Values
Ø Submitting
Data
Ø Monitoring Planning Jobs in Job Console
Managing the Approval
Process
Ø Planning
Approval Process Overview
Ø Viewing
Planning Unit Details
Ø Validating
Planning Units
Ø Resolving
Data Validation Errors
Ø Changing
Planning Unit Statuses
Ø Annotating
Planning Units
Ø Setting
Up Out of Office Assistant
Ø Moving Version Data Between Planning Units
Managing Task Lists
Ø Task
List Overview
Ø Opening
Task Lists
Ø Viewing
Task Details and Instructions
Ø Executing
and Completing Tasks
Ø Printing Task Detail
Analyzing Data with Ad Hoc
Analysis Tools
Ø Ad Hoc
Analysis Overview
Ø Starting
Ad Hoc Analysis
Ø Zooming
In and Out on Dimensions
Ø Formatting
Ad Hoc Grids
Ø Selecting
POV Dimension Members
Ø Pivoting
Dimensions and Removing Dimension Members
Ø Saving
Ad Hoc Grids
Ø Cascading Data Slices
Taking Data Form Offline
Ø Offline Planning Overview
Ø Offline Planning Process
Ø Downloading Data Forms
Ø Connecting to Offline Data Sources
Ø Entering, Analyzing, and Adjusting
Data Offline
Ø Synchronizing Offline Data to
Planning
Ø Refreshing Offline Data Form
Definitions
Embedding
Dynamic Data Points
Ø Embedding Excel Data Points in Word
Ø Embedding Excel Data Points in
PowerPoint
Ø Copying and Pasting Data Points
across Microsoft Office
Ø Changing the POV in Word and
PowerPoint
Importing
Workspace Documents into Microsoft Office
Ø Integration Overview
Ø Importing Workspace Documents
Ø Editing and Refreshing Workspace
Documents
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