This document provides an introduction and instructions for installing and using Oracle Hyperion Smart View 11.1.2.3 for Hyperion Planning. It explains that Smart View allows non-technical business users to connect to Hyperion products and perform tasks without coding or formulas. The document then outlines how to install Smart View, set up a connection to Hyperion Planning, open and modify data forms, and save ad-hoc analyses as new data forms.

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Oracle Hyperion Smart View 11.1.2.3
For Hyperion Planning Part I
Description:
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History:
Version Description Change Author Publish Date
0.1 Review#1 Amit Sharma 2th
May 2013

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Contents
An Introduction to Hyperion Smart View ...............................................................................................................................3
Installing Hyperion Smart View...............................................................................................................................................3
Verify the installation..........................................................................................................................................................6
Setting up Connection.........................................................................................................................................................7
Opening a DataForm.............................................................................................................................................................10
Create AdHoc Analysis and SaveAs DataForm......................................................................................................................10

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An Introduction to Hyperion Smart View
Hyperion Smartview is one of the most exciting features for Hyperion Products Suite
users. It is designed primarily to simplify business users, end users and functional day to
day job. Without getting into technical complexity, one can connect to Hyperion products
and do day to day job easily. The beautify of of Hyperion Smartview is
 No coding required.
 No worry about the technical complexity.
 No formulas to get data.
 Just drag and drop
 Automatic drill-down and drill-up through double-clicking
 Fully integrates with MS Office to leverage formatting, calculations, etc
Oracle Hyperion Smart View for Office (Smart View) is a Microsoft Office Add-in that
provides a common interface designed specifically for analysts to interact with the data and
business intelligence content that they have stored within their Oracle’s Enterprise
Performance Management (EPM) system.
One of the most common ways of using Smart View is users access Excel to interactively
investigate the data contained in the different sources such as Oracle Essbase, Hyperion
Planning, or Hyperion Financial Management (HFM) etc.
Installing Hyperion Smart View
Connect to the workspace http://<<ServerIPAddress>>:28080/workspace/index.jsp
Once you download the Smart View executables. You can invoke it. The below screen shows
the next step.

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Follow the wizard step by step to install the Smart View in your client machine.

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Specify the path where the smart view files will be stored.
This invokes the installation window.

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The below screen shows the installation got completed. The next step is to open MS-Office product
and check the Smartview is visible in toolbar
Verify the installation.
In Excel click Office Button Excel Options. The below window will pop-up. Now click go and
Oracle Hyperion Smart for Office, Fusion Edition is checked.

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Also, Open Excel and check ribbons and the Smart View Panel are visible.
Setting up Connection
You connect to data sources, manage your connections, and open grids, forms, and task lists all
from the Smart View Panel. Depending on how the administrator configured Smart View, you may
or may not be required to enter your user name and password as you change data providers and
Office applications.
Planning: http(s)://servername:port/HyperionPlanning/SmartView

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Click Create new connection and specify the URL and credentials
Specify the URL http(s)://servername:8300/HyperionPlanning/SmartView

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Select the Application
Provide the name
Provide the credentials
Once you connect to the application you can see the list of DataForms and Task Lists.

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Opening a DataForm.
The DataForm can be opened directly from Private Connection/Shared Connection panel.
Alternatively, you can open DataForm from Planning interface. FileOpen in Smartview.
Create AdHoc Analysis and SaveAs DataForm
i) Open Data Form in Ad Hoc Analysis.
ii) Change the PoV as needed in DataForm.

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iii) Specify the member selected as need and Save Ad Hoc Grid to DataForm.
iv) Specify the DataForm Name and browse for location.

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