What is Smart View?

Smart View is a versatile software tool that is designed to integrate seamlessly with Microsoft Office, allowing users to work efficiently with data from various sources such as ERP, EPM, and BI. The tool facilitates a range of functions including viewing, importing, manipulating, distributing, and sharing data within the familiar Office-based interfaces.

As a service, Smart View extends its capabilities to the realm of entertainment and convenience, enabling users to control their TVs with voice commands and share media across devices. This service is particularly compatible with Samsung TVs produced after 2015 and can be used on a wide array of connected devices, including those running on recent Android and iOS operating systems, as well as PCs with the latest versions of Windows 10.

In the context of data applications, Smart View stands out for its capacity to handle ad hoc and free-form analysis of data, whether sourced from the cloud or on-premises. Users can benefit from advanced data handling features such as flex forms, which allow for comprehensive Excel-like functionalities including sorting and filtering, thereby enhancing the ease of creating detailed reports and analyses directly in Microsoft Office.

Smart View Plugins for Excel

Smart View is a versatile plugin designed for integration with Microsoft Office applications, including Word, PowerPoint, Excel, and Outlook. This powerful tool enables users to import, manipulate, distribute, and share data seamlessly within the Office interface. By providing access to both Oracle cloud and on-premises sources, Smart View serves as a bridge between data management and Office productivity.

With Smart View, users can efficiently create detailed reports, comprehensive documents, and dynamic presentations by utilizing data from a variety of sources. The ability to refresh content directly within the Office application ensures that all imported data remains current and accurate, enhancing the decision-making process.

Benefits of Using Smart View in Excel

Utilizing Smart View within Excel offers a multitude of benefits. It provides a familiar Microsoft Office interface to work with data from Oracle Cloud and Oracle Analytics Cloud, as well as on-premise Oracle data sources. This interface simplifies the process of viewing, importing, updating, distributing, and circulating data, making it an ideal solution for users who prefer to operate within the Office environment.

Smart View's capabilities extend to ad hoc and free-form analysis of EPM and BI data, allowing for interactive engagement with EPM application forms and reporting based on data retrieves. Additionally, users can import pre-created content from Oracle Hyperion Financial Reporting and OBIEE to Office applications, with the added convenience of being able to refresh imported content as needed.

Installation of Smart View Plugin in Excel

When installing the Smart View plugin for Excel, it is important to note that it is not compatible with Service Portal. The plugin functions optimally with modern web browsers, specifically IE10+, Safari, Google Chrome, and Mozilla Firefox. Ensuring that one of these browsers is in use will facilitate a smooth installation and operation of the Smart View plugin.

Common Use Cases

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  Ad hoc analysis and reporting within Microsoft Office applications
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  Periodic refreshing of financial reports with the latest ERP, EPM, or BI data
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  Data manipulation and distribution using Excel’s advanced sorting and filtering
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  Collaborative sharing of business insights via Office applications
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  Integration of on-premises and cloud Oracle data sources for comprehensive analysis

Frequently Asked Questions

How do I install the Smart View plugin for Excel?

Download and install a compatible version of Smart View and Smart View Extension. After installation, check if Smart View appears in Excel's top toolbar and enable it if necessary by accessing the Add-ins page in Excel options. Ensure both the Oracle Smart View for Office and HsTbar.xls file are enabled. Restart Excel to make the Smart View tab available.

I'm experiencing a Smart View report error indicating a maximum number of rows exceeded. How can I solve this?

This error occurs when the report exceeds Excel's row limit. To solve this, you may need to adjust the report to return less data or split the report into multiple parts. Also, check if there's an option to increase the row limit within Smart View settings or consider using a pivot table to summarize the data.

How do I configure the Fusion URL in Smart View?

Configuring the Fusion URL in Smart View typically involves accessing the options or settings within the Smart View plugin and entering the correct URL provided by your Oracle Fusion application. This step is crucial for establishing a connection to the Fusion instance.

What are the basic roles required to connect Smart View to Fusion applications?

To connect Smart View to Fusion applications, users must be assigned the appropriate segment security roles within the Fusion application. These roles ensure that users have the necessary permissions to access and manipulate the data within Smart View.

Why might SmartView reports not display segment values according to the account hierarchy structure?

If SmartView reports are not displaying segment values according to the account hierarchy structure, it could be due to a configuration issue within the report or the hierarchy setup in the source system. Ensure that the report is correctly set up to reflect the desired hierarchy and that the hierarchy in the source system is properly defined.