#Download smart view for excel how to#
#Download smart view for excel install#

вЂњService Administrators can now use Microsoft Excel to manage applications in Oracle Smart View for Office. The announcements and new features document for June 2017 has the following information on the new functionality.

Would you like to know more? Please email me! IвЂ™m happy to explain which features are helpful for your organization.One of the recent new features in EPM Cloud is the ability to manage applications with Smart View, this is not to be confused with managing metadata using the Planning Admin Extension in Smart View, that has been around for a while and I wrote a blog on it back in 2013. Oracle FCCS and (E)PBCS вЂ“ the Oracle EPM cloud products for consolidation and planning & budgeting вЂ“ have many more time saving features. This new way of adding, modifying and removing members from your metadata saves you time and effort. Using the new feature Smart View Add-On For Administrator enables you to easily manage your metadata. Now add, change your members, submit and do not forget to Refresh Database. Open Excel, Smart View panel and you will see a new folder вЂDimensionsвЂ™:Дouble-click on the desired dimension and choose (or enter) any member and hit refresh. From the Home Page, select the dropdown next to your username.

#Download smart view for excel install#

You can download the tutorial to install this Smart View add-on as follows: The dimension section in Smart View is available after you have downloaded and installed it.

#Download smart view for excel how to#

How to install the Smart View Add-On For Administrator Especially the fact that you can copy & paste rows and change member names, aliases and parents increases the speed of metadata management. As we have experienced in our implementation projects, the Smart View for Oracle cloud applications not only simplifies metadata maintenance, the feature also accelerates the initial setup of the dimensions. However, in HFM this is a very tedious job and much less intuitive than changing and loading directly from Excel as is shown in this article. This is comparable to loading an вЂadsвЂ™ file in HFM. It is also possible to import a metadata file in FCCS. In the example below when setting up the Account dimension, you can select the account settings in dropdown menus, such as Account Type. Input in Smart View is also made easy as you can benefit from dropdown menus to select the valid value. You will see a new popup window where you can follow the progress: Check вЂDatabaseвЂ™ on the popup window and hit вЂ™RefreshвЂ™. Just right-click on вЂDimensionsвЂ™ from the Smart View panel, and you will see the deploy link (вЂRefresh Database). When looking in the dimension section of our application, we can see the new members.ДЄnd -as it should be- you can deploy the changes from Smart View directly. Like with submitting data, submit your changes. With a few clicks, we can copy-paste the second row, and re-type the label and alias for each new member. Often, this is not applicable as security is not set for the appropriate dimension or is only applicable for a limited number of members, like a limited number of parents. There is one step you should take in the application, which is setting the security on the members. We want to expand the Scenario dimension, by adding a Budget, and three Forecast Scenarios. In this example, we have opened the Scenario dimension, with currently only one member вЂActualвЂ™ and without descriptions or an alias.

In the Smart View panel on the right we can see the underlying dimensions of our application. Adding a large set of members, like a list of employees or projects, is easily done. This enables you to effortlessly add, remove and modify members in your metadata. New: Smart View Add-On For AdministratorДЄ new add-on, Smart View Add-On For Administrator, allows dimension management to be performed within the Excel interface. Oracle has simplified this job in the EPM Cloud products you can set up and maintain your metadata (dimensions) through the renowned Excel interface, Smart View. However, they often experience dimension maintenance or management as time-consuming. People who are used to working with Oracle EPM on premise applications, such as Hyperion Financial Management (HFM) and Hyperion Planning (HPL), mostly use the dimension library (EPMA) for administering their metadata. You can now easily manage metadata in Oracle FCCS and PBCS! With Oracle EPM Cloud products FCCS (consolidation) and (E) PBCS (planning and budgeting), a very convenient feature is introduced for administering these metadata.