About this course

Course code TPD87769GC10
Duration 1 Day

This Oracle Smart View for Office ( training helps business users access and analyze data from various Oracle Hyperion data sources. Get interactive, hands-on instruction from expert Oracle University instructors.Learn To:Create ad-hoc queries, free-form grids and advanced reports.Create smart slices and create smart slice reports.Embed dynamic data points into Microsoft Office documents.Perform data submission using data forms.Import Reporting and Analysis content into Excel, Word, and PowerPoint.Benefits to YouBy taking this course, you'll learn how to use Smart View to query, consolidate and analyze data from Financial Management applications. You'll walk away with more knowledge than you had before about leveraging this solution to help your business.Live Virtual Class FormatA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


  • Familiarity with Financial Management concepts and termsFamiliarity with Microsoft Excel, Word, and PowerPoint

Delegates will learn how to

  • Connect to Financial Management
  • Create ad hoc queries and free form reports
  • Create smart slices and smart slice reports
  • Import Reporting and Analysis documents into Microsoft Office
  • Enter and submit data in data forms
  • Embed dynamic data points in Microsoft Office documents


Introduction to Smart View

  • Smart View Overview
  • Smart View Product Architecture
  • Installing Smart View
  • Smart View Excel Interface
  • Managing Data Source Connections

Entering Data in Data Forms and Data Grids

  • Opening Financial Managment Documents in Smart View
  • Enter and Submitting Data
  • Entering Cell Text
  • Adjusting Data Values
  • Setting the Point of View
  • Calculating and Consolidating Data

Analyzing Data with Ad Hoc Analysis Tools

  • Creating Ad Hoc Grids
  • Pivoting Dimensinos
  • Selecting Members for Rows and Columns
  • Setting Member and Data Displays Options
  • Applying Cell Formatting and Formulas
  • Cascading Grids

Creating Free Form and Query Designer Reports

  • Creating Free Form Grids
  • Creating Smart View Function Worksheets
  • Working with Query Designer

Creating Reports Using Smart Slices

  • Smart Slice Overview
  • Creating Smart Slices
  • Inserting Reporting Objects in Smart Slice Reports
  • Inserting Point of View Objects in Smart Slice Reports

Integrating Smart View Data With Other Products

  • Copying and Pasting Data Points Across Microsoft Office
  • Importing Financial Reporting Reports into Excel
  • Importing Financial Reporting Reports into Word and PowerPoint
  • Changing the Point of View for Imported Financial Reporting Reports

1 Day


This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

The course is available on 1 different dates.

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