About this Course

Code TPD87769GC10
Duration 1 Day
Special Notices

Please note: In order to provision you with your courseware and lab access for this course QA must share several items of basic personal information with our partner (usually your full name and email address). For more information on this please visit our QA Partner data sharing page. If you have any questions or concerns please contact your QA account manager.

This Oracle Smart View for Office (11.1.2.3) 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.

Prerequisites

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

Please note: In order to provision you with your courseware and lab access for this course QA must share several items of basic personal information with our partner (usually your full name and email address). For more information on this please visit our QA Partner data sharing page. If you have any questions or concerns please contact your QA account manager.

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

Outline

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

Duration

This is a QA approved partner course

Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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