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Smartview course-content
1. BISP Solution Inc www.bisptrainings.com www.hyperionguru.com
Course Name: Hyperion SmartView
Course Duration: 15 hours.
Course Description: In this course, you learn how to use Smart View to enter and analyze
Planning data. You learn how to enter data into grids, work with task lists, manage the
Planning approval process, take data forms offline, and use ad hoc tools to analyze data and
create data slices. You then learn how to embed dynamic data points into Microsoft Office
documents, and how to import Workspace content into Microsoft Excel, Word, and
PowerPoint. Exercises provide hands-on practice. out how to use Drupal's documentation to
learn about the rest.
Take Away: Student Guide, Lab Guide.
Class Delivery: On-Line ( Interactive Web Based )
Audience
Business Analysts
Developer
End Users
Project Manager
Course Objectives
Open and navigate data forms
Enter,spread,and calculate data in data forms
Perform approval process tasks such as validating and promoting planning units
Open and complete task lists in Microsoft Excel and Outlook
adhoc analysis to to analyze Planning data slices
Set Smart View options
Connect to shared and private data sources
Manage Planning data in offline mode
Embed dynamic data points into Microsoft Word and PowerPoint
Import Workspace documents into Excel, Word, and PowerPoint
Navigate the Smart View interface
Describe the key features and benefits of Smart View for Planning
2. BISP Solution Inc www.bisptrainings.com www.hyperionguru.com
Course Topics
Introduction to Smart View
Oracle’s Hyperion EPM System
Smart View Overview
Oracle Hyperion Architecture
Installing Smart View
Smart View Excel Interface
Connection Types
Connecting to Data Sources
Smart View Options
Entering Data in Data Forms
Working with Data Forms in Excel
Entering Data
Annotating Data Cells
Calculating Data Values
Submitting Data
Monitoring Planning Jobs in Job Console
Managing the Approval Process
Planning Approval Process Overview
Viewing Planning Unit Details
Validating Planning Units
Resolving Data Validation Errors
Changing Planning Unit Statuses
Annotating Planning Units
Setting Up Out of Office Assistant
Moving Version Data Between Planning Units
Managing Task Lists
Task List Overview
Opening Task Lists
Viewing Task Details and Instructions
Executing and Completing Tasks
Printing Task Detail
Analyzing Data with Ad Hoc Analysis Tools
Ad Hoc Analysis Overview
Starting Ad Hoc Analysis
Zooming In and Out on Dimensions
Formatting Ad Hoc Grids
Selecting POV Dimension Members
Pivoting Dimensions and Removing Dimension Members
Saving Ad Hoc Grids
Cascading Data Slices
3. BISP Solution Inc www.bisptrainings.com www.hyperionguru.com
Taking Data Forms Offline
Offline Planning Overview
Offline Planning Process
Downloading Data Forms
Connecting to Offline Data Sources
Entering, Analyzing, and Adjusting Data Offline
Synchronizing Offline Data to Planning
Refreshing Offline Data Form Definitions
Embedding Dynamic Data Points
Embedding Excel Data Points in Word
Embedding Excel Data Points in PowerPoint
Copying and Pasting Data Points across Microsoft Office
Changing the POV in Word and PowerPoint
Importing Workspace Documents into Microsoft Office
Integration Overview
Importing Workspace Documents
Editing and Refreshing Workspace Documents