Who should attend
- End users
Course Objectives
- Create Smart Slices
- Import Reporting and Analysis documents into Microsoft Office
- Connect to Financial Management
- Create ad hoc queries and advanced reports
- Enter and submit data in data forms
- Embed dynamic data points in Microsoft Office documents
Product Description
- Introduction to Smart View
- Oracle Hyperion EPM System Architecture
- Smart View Overview
- Installing Smart View
- Smart View Excel Interface
- Data Source Providers
- Managing Data Source Connections
- Entering Data in Data Forms
- Data Forms Overview
- Navigating Data Forms
- Adding Members to Data Forms
- Linking Data Forms
- Adjusting Data Values
- Applying Excel Formulas and Cell References to Data Forms
- Submitting Data
- Analyzing Data with Ad Hoc Analysis Tools
- Ad Hoc Analysis Overview
- Performing Ad Hoc Analysis
- Setting Smart View Options
- Displaying Qualified Names for Members
- Creating Advanced Financial Management Reports
- Working with Query Designer
- Working with Free-form Reports
- Reporting with Smart Slices
- Smart Slice Overview
- Creating Smart Slices
- Creating Reports with Report Designer
- Cascading Report Outputs
- Embedding Dynamic Data Points
- Embedding Excel Data Points into Word and PowerPoint
- Copying and Pasting Data Points Across Microsoft Office
- Changing POV Dimension Values in Word and PowerPoint
- Importing Reporting and Analysis Documents and Tasklists into Microsoft Office
- Import Overview
- Importing Financial Reporting Documents
- Importing Web Analysis Documents
- Importing Financial Management Tasklists
- Editing and Refreshing Documents