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Performing Ad Hoc Analysis Using Oracle's Hyperion Smart View for Office in a Windows Environment

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  Performing Ad Hoc Analysis Using Oracle's Hyperion Smart View for Office ina Windows Environment Purpose In this tutorial, you learn how to leverage Oracle's Hyperion Smart View for Office (Smart View) to retrieve, analyze, and reportagainst an Oracle's Hyperion Essbase System 9 (Essbase) multidimensional cube and an Oracle Business Intelligence (OracleBI) Suite Enterprise Edition (EE) Plus relational data source to create robust Enterprise Performance Management (EPM)applications on your desktop. Topics This tutorial covers the following topics:OverviewScenarioSoftware RequirementsPrerequisitesReference MaterialConnecting to Data Source Manager Performing Ad Hoc Analysis Using an Essbase CubePerforming Ad Hoc Analysis Using an Oracle BI EE Data SourceSummary Viewing Screenshots   Place the cursor over this icon to load and view all the screenshots for this tutorial. (Caution: This action loadsall screenshots simultaneously, so response time may be slow depending on your Internet connection.)Note:  Alternatively, you can place the cursor over an individual icon in the following steps to load and view only the screenshotassociated with that step. You can hide an individual screenshot by clicking it. Overview Smart View provides a common Microsoft (MS) Office interface for Oracle Essbase, Oracle Hyperion Financial Management,Fusion Edition, Oracle Hyperion Planning, Fusion Edition, Oracle Enterprise Performance Management Workspace, FusionEdition, Oracle Business Intelligence Suite Enterprise Edition, and Oracle's Hyperion Enterprise data. Using Smart View, you canview, import, manipulate, distribute, and share data in MS Excel, MS Word, and MS PowerPoint.This lesson provides the following:Instructions to connect to Data Source Manager Steps to perform ad hoc query analysis against an existing Essbase cube, including the following:- Creating a Smart View query in Excel- Copying the Smart View query from Excel into Word- Using the Smart View query in different formats such as grid, chart, and slider in PowerPoint- Creating a cascading query in Excel- Creating a report in Report Designer Steps to perform ad hoc query analysis against a relational data source managed from BI Server,including the following:- Creating a Smart View query in Excel- Creating a Smart Slice in Excel- Creating a cascading report in ExcelBack to Topic List Scenario In this OBE, you learn how to connect to Provider Services and access two data sources, using Data Source Manager withinSmart View and manipulate the analytical data inside MS Office tools—specifically, MS Excel, MS Word, and MS PowerPoint. Additionally, you learn how to use cascading, Smart Slices, and Report Designer to slice and dice reports.The Smart View Data Source Manager is a multifunctional feature that allows you to connect to a centralized server via a URL,where the defined data sources are accessed and showcased through the UI of the Smart View client. In addition to managingdata source connections, you use it to create and manage Smart Slices and queries, open data forms, or initiate ad hoc analysis. Performing Ad Hoc Analysis Using Oracle's Hyperion Smart View for O... of 919/29/2014 5:50 PM  Smart ViewBecause Smart View is an add-in to MS Office products, you can install only on Windows platforms. To viewimported data within MS Office, each user must install Smart View.How you connect to your Smart View data sources and manage the connections, depends on the datasource type that you use. Smart View 11.1.1 has the following compatibility matrix:Smart View 11.1.1 compatibility with data sources connected through Provider Services 11.1.1: All connections to the data sources are organized by product area. A central connection list is initially created by an administrator through Provider Services.Smart View provides the Microsoft Office interface within which you work with the data that is contained in your data source. Adata source contains the database for the application or Reporting and Analysis content repository for which you want to accessdata by using Smart View. How you connect to your Smart View data sources and manage the connections depends on the datasource type that you use. Essbase, Planning, and Oracle BI EE Plus data sources are connected through the common provider.Other user-defined connections for individual providers such as Financial Management, Reporting and Analysis, and HyperionEnterprise data sources are connected directly or through Oracle's Hyperion Shared Services via the Connection Manager,where connections are also managed.Back to Topic List Software Requirements The following is a list of software requirements:Smart View: 50 MBSupported browsers include:Microsoft Internet Explorer 6.0 or later Firefox 2.0 and aboveClient operating systems:Microsoft Windows Server 2003 with Service Pack 1 or later (Refer to the Oracle Hyperion documentation library for 64-bit binaries.)Microsoft Windows XP Professional with Service Pack 2 or later Microsoft Windows Vista (all editions except Home series)Client software:Microsoft Office XP (2002)Microsoft Office 2003Microsoft Office 2007 Note:  Smart View supports MS Office 2007, whose products feature ribbons in place of the familiar and standardtoolbar. In MS Office 2007 products, the Smart View Hyperion menu is replaced by the Hyperion ribbon, which containsbuttons that access Smart View features. The Smart View functionality is the same as it is in the previous Officeversions—only the method of access is different.You can still access the Hyperion menu, the online help system, and the Help About screen on the Add-Ins ribbon.This is a sample Excel 2007 ribbon that includes the Hyperion menu option:For Oracle BI Suite EE Plus requirements, click this link.Back to Topic List Prerequisites Before starting this tutorial, you should: 1. Ensure that the following components are installed and configured properly:   Performing Ad Hoc Analysis Using Oracle's Hyperion Smart View for O... of 919/29/2014 5:50 PM    Data SourceRelease Essbase11. BI EE10. and above   For all other data sources and additional installation instructions, refer to the Oracle Hyperiondocumentation library.Oracle Business Intelligence Enterprise Edition and aboveComponents can be downloaded from here.Depending on how Smart View was configured by the administrator, you may or may not be required toenter your username and password when you initially enter the data provider.Screen captures for this tutorial were taken in a Windows XP Professional environment, using Office 2003;therefore, Start Menu options and toolbars within Office will vary.This OBE uses Smart View 11.1.1 and Oracle BI EE   2. Ensure that you have the proper permissions for installing and configuring Smart View on your company's system 3. Ensure that MS Office is installed (versions listed above in Software Requirements) 4. Ensure that MS Windows is installed (versions listed above in Software Requirements) 5. Ensure that Java SDK 1.5.0 or later is installed 6. Ensure that your screen resolution is set to at least 1024x768 7. Have access to or have installed the default SampleSales schemaYou can install the SampleSales schema by following the instructions found in the Installing the SampleSchemas and Establishing a Database Connection OBE tutorial.The SampleSales schema is located in <installdrive> \OracleBI\server\Sample\ and can be installed asdirected in the above-annotated OBE. 8. Identify the server location of your data sources (contact your local administrator) and ensure that the Demo/Basic  and Sample/Basic  databases provided during installation have been installed  Notes:  Back to Topic List Reference Material If you need additional information, consult the following: Documentation: To access the most current documentation for Oracle's Hyperion products, located on Oracle's TechnologyNetwork (OTN), click this link. Note: Oracle's E-Delivery Web site contains both software downloads and current documentation, and can beaccessed at this link. Performing Ad Hoc Analysis Using Oracle's Hyperion Smart View for O... of 919/29/2014 5:50 PM  Education :Self-Study (eStudy or Online Learning (OLC)):Quick Start: Hyperion System 9 Smart View 9.3 New Features Ed 1 (D51513GC10)Instructor Led (InClass):Hyperion Smart View 9.3.1 for Essbase Ed 1 (D51921GC11)Hyperion Smart View 9.3.1 for Financial Management Ed 1 (D51923GC10)Oracle Hyperion Smart View 11.1.1 for Essbase Ed 1 (D70187GC10)—Coming soon! For additional courses, search Oracle University at this link.Back to Topic List Connecting to Data Source Manager  Using Connection Manager, you can add, delete, and modify data source connections. These connections are not specific toworksheets and you can establish multiple connections per Excel instance. A connection is a communication line between theuser and data source regardless of whether the data source is connected to or disconnected from the Provider Server.This topic describes how to access Data Source Manager and connect to the Provider Services URL. 1.  After installation, Smart View is automatically enabled for Excel, Word, and PowerPoint. The Hyperion menu appearsin the menu bar; in Excel, the Smart View toolbar is displayed by default.From the Start menu, select All Programs > Microsoft Office > Microsoft Excel 2003 . The Office interface for Smart View includes the Hyperion menu, the point of view (POV), and Smart View toolbars. The Hyperion menu isavailable in Excel, Word, and PowerPoint., but the toolbars are available only in Excel. Performing Ad Hoc Analysis Using Oracle's Hyperion Smart View for O... of 919/29/2014 5:50 PM
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