Oracle Hyperion Smart View 11.1.1 for Essbase

Special Notices

Please note that Oracle courses running at London training centres are subject to a 10% surcharge.

Overview

In this course, you learn how to use Smart View, a common Microsoft Office add-in (Excel, Word and PowerPoint), to query, analyze, and share data stored in Essbase databases. You use Data Source Manager to create and connect to common and independent provider connections. You leverage Smart Slices and Report Designer to create customizable reports and dashboards. You also integrate Workspace documents with Microsoft Office.

Learn To:

• Query and analyze data stored in Essbase
• Create ad hoc queries, free-form grids, and advanced reports
• Work with Smart Slices and Report Designer
• Embed dynamic data points into Microsoft Office documents
• Import Workspace content into Excel, Word, and PowerPoint
• Explore data graphically by using Oracle® Essbase Visual Explorer

Audience:

• End Users
• Reports Developer

Prerequisites

Suggested Prerequisites:

• Familiarity with multidimensional data storage and terms
• Familiarity with Microsoft Excel, Word, and PowerPoint

Delegates will learn how to

• Describe Smart View
• Install Smart View Client
• Connect to Essbase
• Create ad hoc queries and advanced reports
• Embed dynamic data points into Microsoft Office documents
• Import Workspace content into Microsoft Office
• Explore data graphically in Oracle® Essbase Visual Explorer
• Explain the multidimensional analysis and database outline hierarchy

Course Outline

Introduction to Smart View

• Oracle’s Enterprise Performance Management System
• Essbase Overview
• Smart View Overview
• Smart View High-level Architecture
• Installing Smart View Client
• Smart View Excel Interface
• Data Source Providers
• Working with Data Source Manager

Creating Ad Hoc Analysis Reports

• Connecting to Data Sources
• Creating Ad Hoc Grids
• Creating Free-form Grids

Setting Smart View Options and Managing POVs

• Setting Smart View Ad Hoc Options
• Setting Smart View Display Options
• Displaying Aliases for Member Names
• Setting, Saving and Sharing Points of View

Creating Advanced Reports

• Working with Query Designer
• Executing MDX Queries
• Retrieving Data for DTS Members
• Retrieving Data for Attribute Dimensions
• Working with Excel Formulas
• Creating Formatted Reports
• Creating Asymmetric Reports

Working with Smart Slices and Report Designer

• Creating Smart Slices
• Setting Smart Slice Preferences
• Adding Queries and Subqueries to Report Designer

Embedding Dynamic Data Points

• Embedding Dynamic Data in Word and PowerPoint
• Changing the POV for Dynamic Data Points
• Managing the POVs for Multiple Data Points
• Cascading Reports and Ad Hoc Grids

Importing Workspace Documents into Microsoft Office

• Integrating Workspace Documents with Microsoft Office
• Import Formats
• Editing and Refreshing Documents

Analyzing Data Graphically in Visual Explorer

• Visual Explorer Overview
• Exploring Data Graphically
• Working with Visual Explorer in Stand-alone Mode