SmartView and Financial Reports
Training: Tips & Tricks
Presented at NEOAUG

June 10, 2013

Mija Deering
Principal Solutio...
Agenda
►

About Edgewater Ranzal

Training Services
► Tips & Tricks
► SmartView
► Financial Reports
► Q&A
►

2
About Edgewater Ranzal

15 Years
700+ clients
1000+ projects

Focus
Services
People
Methodology
Customers
Partnership

3
Our Services

Dashboards & Scorecards,
Profitability & Cost Mgmt, Financial
Analytics & Reporting, Operational
Analytics, ...
Training Services
Keyteach Partnership
► Standard Scheduled Class Locations:
► Wakefield, MA
► White Plains, NY
► Atlanta,...
SmartView – Tips & Tricks

SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show Histo...
SmartView – Tips & Tricks

SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show Histo...
SmartView Options & Ribbon
SmartView Quick Options
SmartView – Tips & Tricks

SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show Histo...
Multiple Grids – Essbase Ad Hoc Analysis

11
Multiple Grids – Essbase Ad Hoc Analysis
To enable multiple grid ad hoc
analysis:

1) Select first database
connection and...
SmartView – Tips & Tricks

SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show Histo...
Enhanced Planning Features

Using SmartView, Planning
Users can


Open Forms – both Simple
and Composite



Open Task Li...
Analyze Planning Forms
Analyze Planning Forms

Planning Form Member Selections
Planning Ad Hoc Analysis
SmartView can be used to access Planning
Forms, Task Lists, etc.
SmartView can also be used for a...
Planning Ad Hoc Analysis
Planning Ad Hoc Analysis
Planning Show History
Enabled by Planning Admin under
Administration -> Application -> Reporting
Financial Reports – Tips & Tricks

Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► D...
Financial Reports – Tips & Tricks

Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► D...
Member Selection
Question - Did you know that a dimension can be set as a User POV
dimension and also be displayed on the ...
Member Selection
When using an HFM datasource, report designers can use BASE function to
select the bottom level of a part...
Financial Reports – Tips & Tricks

Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► D...
Substitution Variables
Great for making reports dynamic and reduces maintenance.

Not available with HFM datasources
Substitution Variables and Same As
Financial Reports – Tips & Tricks

Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► D...
Rolling Periods
User POV:
Period: Jun
Year:
2010

User POV:
Period: Nov
Year:
2009
Rolling Periods

Functions Used: Range and PeriodOffset

Used an HFM datasource
Rolling Periods

Note:
Range function specifies Years to Iterate Over is set to 1
Period Offset is set to -13. Evaluates p...
Financial Reports – Tips & Tricks

Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► D...
Member Formulas Referencing Other Grids

Avg Sales/Transactions = Sales / Transactions
Member Formulas Referencing Other Grids

Grid1: Sample/Basic
Grid2:
ASOSamp/Basic
Formula:
Grid1.[1]/Grid2.[2]
Financial Reports – Tips & Tricks

Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► D...
Mapping Databases
Mapping Databases

Used an ASO (ASOSamp/Basic) and BSO (Sample/Basic) datasource

37
Mapping Databases

38
Financial Reports – Tips & Tricks

Q&A

Contact Info:
Mija Deering
mdeering@ranzal.com
Office: (914) 253-6600
Mobile: (914...
Enhanced Planning Features
Smart View and Financial Reporting Training
Smart View and Financial Reporting Training
Smart View and Financial Reporting Training
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Smart View and Financial Reporting Training

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The New England Oracle Applications User Group (NEOAUG) hosts bi-annual training and information events for it's members. Edgewater Ranzal is a regular presenter, because of expertise in Oracle applications. In this presentation, Mija Deering presented tips for leveraging SmartView as part of the financial reporting process.

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Smart View and Financial Reporting Training

  1. 1. SmartView and Financial Reports Training: Tips & Tricks Presented at NEOAUG June 10, 2013 Mija Deering Principal Solutions Manager
  2. 2. Agenda ► About Edgewater Ranzal Training Services ► Tips & Tricks ► SmartView ► Financial Reports ► Q&A ► 2
  3. 3. About Edgewater Ranzal 15 Years 700+ clients 1000+ projects Focus Services People Methodology Customers Partnership 3
  4. 4. Our Services Dashboards & Scorecards, Profitability & Cost Mgmt, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration Financial performance, Legal, Segment & Mgmt Reporting, Financial Close HFM Optimization, Performance Lab SOX Compliance Support Installation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing Business Intelligence Consolidation & Reporting Data Services Training – HFM, Planning, Essbase custom Training Class as well as Remote and CBT Enterprise Planning Project Management Infrastructure Data Integration, Financial Data Management, Data Warehousing, Master Data Management (DRM), ETL Services (ODI), Performance Tuning, Automation Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Planning, Public Sector Budgeting, Strategic Finance Support Services Training Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation Support Services – Technical and functional Support Services. Remote Service Desk available to call for quick response to technical and application issues. 4
  5. 5. Training Services Keyteach Partnership ► Standard Scheduled Class Locations: ► Wakefield, MA ► White Plains, NY ► Atlanta, GA ► Chicago, IL ► Onsite Training – Standard and/or Customized Classes ► Course Offerings ► Multiple Audiences – Admin to End User to Project Team ► Oracle EPM Platform ► Our Instructors ► 5
  6. 6. SmartView – Tips & Tricks SmartView Options & Ribbon ► Multiple Grids ► Planning ► Analyze ► Ad Hoc Analysis ► Show History ► Note: Screenshots taken from v11.1.2.2. 6
  7. 7. SmartView – Tips & Tricks SmartView Options & Ribbon ► Multiple Grids ► Planning ► Analyze ► Ad Hoc Analysis ► Show History ► 7
  8. 8. SmartView Options & Ribbon
  9. 9. SmartView Quick Options
  10. 10. SmartView – Tips & Tricks SmartView Options & Ribbon ► Multiple Grids ► Planning ► Analyze ► Ad Hoc Analysis ► Show History ► 10
  11. 11. Multiple Grids – Essbase Ad Hoc Analysis 11
  12. 12. Multiple Grids – Essbase Ad Hoc Analysis To enable multiple grid ad hoc analysis: 1) Select first database connection and select ad hoc analysis. 2) Select a range of cells somewhere else on the worksheet and select another database. Enable Ad Hoc Analysis. 3) Click the option Use Sheet for Multiple Grid Adhoc and now you can continue to drill. 12
  13. 13. SmartView – Tips & Tricks SmartView Options & Ribbon ► Multiple Grids ► Planning ► Analyze ► Ad Hoc Analysis ► Show History ► 13
  14. 14. Enhanced Planning Features Using SmartView, Planning Users can  Open Forms – both Simple and Composite  Open Task Lists  Perform Ad Hoc Analysis
  15. 15. Analyze Planning Forms
  16. 16. Analyze Planning Forms Planning Form Member Selections
  17. 17. Planning Ad Hoc Analysis SmartView can be used to access Planning Forms, Task Lists, etc. SmartView can also be used for ad hoc analysis. Notice: When doing ad hoc analysis, users do not see the HSP_Rates dimension.
  18. 18. Planning Ad Hoc Analysis
  19. 19. Planning Ad Hoc Analysis
  20. 20. Planning Show History Enabled by Planning Admin under Administration -> Application -> Reporting
  21. 21. Financial Reports – Tips & Tricks Member Selection ► Using Substitution Variables ► Rolling Periods ► Member Formulas ► Database Mappings ► 21
  22. 22. Financial Reports – Tips & Tricks Member Selection ► Using Substitution Variables ► Rolling Periods ► Member Formulas ► Database Mappings ► 22
  23. 23. Member Selection Question - Did you know that a dimension can be set as a User POV dimension and also be displayed on the ROW, COLUMN or PAGE dimension?
  24. 24. Member Selection When using an HFM datasource, report designers can use BASE function to select the bottom level of a particular node. However, with Essbase and/or Planning datasources – must do Descendants AND Level 0.
  25. 25. Financial Reports – Tips & Tricks Member Selection ► Using Substitution Variables ► Rolling Periods ► Member Formulas ► Database Mappings ► 25
  26. 26. Substitution Variables Great for making reports dynamic and reduces maintenance. Not available with HFM datasources
  27. 27. Substitution Variables and Same As
  28. 28. Financial Reports – Tips & Tricks Member Selection ► Using Substitution Variables ► Rolling Periods ► Member Formulas ► Database Mappings ► 28
  29. 29. Rolling Periods User POV: Period: Jun Year: 2010 User POV: Period: Nov Year: 2009
  30. 30. Rolling Periods Functions Used: Range and PeriodOffset Used an HFM datasource
  31. 31. Rolling Periods Note: Range function specifies Years to Iterate Over is set to 1 Period Offset is set to -13. Evaluates prior 13 periods across 1 Year.
  32. 32. Financial Reports – Tips & Tricks Member Selection ► Using Substitution Variables ► Rolling Periods ► Member Formulas ► Database Mappings ► 32
  33. 33. Member Formulas Referencing Other Grids Avg Sales/Transactions = Sales / Transactions
  34. 34. Member Formulas Referencing Other Grids Grid1: Sample/Basic Grid2: ASOSamp/Basic Formula: Grid1.[1]/Grid2.[2]
  35. 35. Financial Reports – Tips & Tricks Member Selection ► Using Substitution Variables ► Rolling Periods ► Member Formulas ► Database Mappings ► 35
  36. 36. Mapping Databases
  37. 37. Mapping Databases Used an ASO (ASOSamp/Basic) and BSO (Sample/Basic) datasource 37
  38. 38. Mapping Databases 38
  39. 39. Financial Reports – Tips & Tricks Q&A Contact Info: Mija Deering mdeering@ranzal.com Office: (914) 253-6600 Mobile: (914) 263-2476 39
  40. 40. Enhanced Planning Features
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