April 29, 2009 by Chris Khoury
The Oracle Hyperion Smart View for Office (Smart View) is a component of Hyperion Foundation Services. Smart View provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI). Using Smart View, you can view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces. It is a comprehensive tool for accessing and integrating EPM and BI content from Microsoft Office products.
Ad Hoc -or- Free Form Analysis
This is for Users requiring an environment to have a conversation with the data. Typically they use the Excel environment to interactively investigate the data contained in the source(s). They may start with templates that begin the process (such as East->Cola->Sales) or a blank sheet where they begin shaping and altering the grids of data as they use the exposed functionality. Typically users go after the data from Oracle EPM sources such as Essbase, Planning or Financial Management using clicks & drag drop for the most part. Other data sources supported for ad hoc analysis includes Oracle Business Intelligence Enterprise Edition.
Predefined Form Interaction
EPM application users that execute predefined input/reporting forms find Smart View a convenient way of completing tasks within the Office environment. These would be planners, consolidators and the like that have a desire to work in the excel environment either for consistent experience compared to the web application or to tie other spreadsheet-based models into their process. For example, Pepsi Bottling uses Smart View for Planning in order to incorporate data still housed in spreadsheet and workbook-based models.
Report Design
Reporting is another dimension of Smart View usage which leverages the capabilities of EPM data retrieves. Once the data is available within Office we can create reports as needed based on a combination of data sources. For example Planning & Financial Management data could be used to compare actual to budget. Reports could be made more complex by providing the ability to compare multiple scenarios, for different periods etc. The power of office can be used to create Reports in the Office environment and can be refreshed periodically as needed.
Smart View Key Capabilities
- Ability to integrate EPM & BI data directly from the data source into Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook
- Full ad-hoc and free form analysis capabilities for Hyperion Financial Management, Hyperion Essbase, Hyperion Planning and Oracle Business Intelligence Enterprise Edition
- Data access from Relational or Multi-Dimensional sources
- An alternative, Office-based interface for leveraging Hyperion Planning, Hyperion Financial Management, and Hyperion Workforce Planning data entry forms
- Ability to create data perspectives for end users called Smart Slices
- Ability to execute Hyperion reporting jobs from within Office applications
- Ability to dynamically refresh Hyperion data across Office documents with a single click
- Ability to perform selective, multi-page import of documents residing in a Workspace repository into Office documents, including reports created in Financial Reporting, Interactive Reporting, SQR and Web Analysis.
- Point of View (POV) search for efficient,context-based searching
- Support for highly formatted grids in Microsoft Excel
- Support for Hyperion Essbase Visual Explorer (included in the Smart View plug-in) delivering one-click visualizations, bi-directional communication, and linked data views
- Report Creation in Excel, Word and PowerPoint using EPM and BI data
- Comprehensive VBA toolkit for developing custom Office-based analytic interfaces
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