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Oracle Hyperion Smart View 11.1.2 for Planning (

  • Tuition USD $2,000
  • Reviews star_rate star_rate star_rate star_rate star_half 3223 Ratings
  • Course Code D69828GC20
  • Duration 1 day
  • Available Formats Classroom

This Oracle Hyperion Smart View 11.1.2 for Planning ( training teaches you how to use Smart View to enter, adjust and analyze Planning data. You learn how to annotate and predict data and use ad hoc tools to analyze data.

Learn To:

  • Navigate the Smart View interface.
  • Connect to data sources.
  • Enter, calculate and analyze planning data.
  • Manage the approval process and task lists.
  • Embed dynamic data points in Microsoft Office documents.
  • Run and view predictions in Predictive Planning.

Benefits to You

Investing in this course will also help you develop the ability to embed dynamic data points in Microsoft Office documents. You'll then learn how to manage the Planning approval process and work with task lists. To solidify and apply your learning, you'll participate in hands-on exercises that you can use in your daily job.

Skills Gained

  • Navigate the Smart View interface
  • Set Smart View options
  • Connect to shared and private data sources
  • Enter
  • spread
  • and calculate data in forms
  • Run and view predictions
  • Use adhoc analysis to analyze data
  • Embed dynamic data points in Microsoft Word and PowerPoint
  • Perform approval process tasks
  • Complete task lists in Microsoft Excel and Outlook
  • Describe the key features and benefits of Smart View for Planning


  • Basic knowledge of Planning data sources
  • Moderate experience with the Microsoft Office suite
  • Basic understanding of financial planning and budgeting concepts
  • Basic Microsoft Windows skills

Course Details

Introduction to Smart View

  • Oracle Hyperion Planning
  • Smart View Overview
  • Smart View Architecture
  • Integration with Source Systems
  • Smart View Business Process

Navigating Smart View and Setting Options

  • Smart View Excel Interface
  • Connection Types
  • Connecting to Data Sources
  • View Planning data in Excel
  • Setting Smart View Options

Managing Data in Forms

  • Working with Forms in Excel
  • Entering and Adjusting Data
  • Annotating Data Cells
  • Calculating Data Values
  • Monitoring Planning Jobs in Job Console
  • Submitting Data

Introduction to Predictive Planning

  • Predictive Planning Overview
  • Setting General Options
  • Running Predictions
  • Viewing Prediction Results
  • Pasting Results in Forms
  • Creating Comparison and Custom Views

Analyzing Data with Ad Hoc Analysis Tools

  • Starting Ad Hoc Analysis
  • Selecting Members
  • Formatting Ad Hoc Grids
  • Zooming In and Out on Members
  • Pivoting, Keeping, and Removing Members
  • Saving Ad Hoc Grids
  • Cascading Reports
  • Embedding Data in Word and PowerPoint

Managing the Approval Process

  • Planning Approval Process Overview
  • Validating Planning Units
  • Resolving Validation Errors
  • Changing Planning Unit Statuses
  • Annotating Planning Units

Managing Task Lists

  • Task List Management Overview
  • Importing Task Lists into Microsoft Outlook
  • Opening Task Lists
  • Viewing Task Details
  • Executing and Completing Tasks
  • Creating Task List Reports

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

The class was informative, yet the remote platform could use some refinement for smoother student experience.

It would be better if the classroom had two power point screens so the instructor could have two screens shown to the class at the same time to reduce confusion switching back and forth

Very good course materials. Maybe could have included a bit more on something like FPO but otherwise very good. Very good instructor and environment.

Interesting real world examples and scenarios covered in the training, brought some new perspectives to light.

I appreciated working with the virtual environments and getting hands-on feel for using the product and service.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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