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Oracle Hyperion Smart View 11.1.2 for Planning

Course Details
Code: D75739
Tuition (USD): $444.00 $421.80 • Self Paced
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In this course, you learn how to use Smart View to enter and analyze Planning data. You learn how to enter data into grids, work with task lists, manage the Planning approval process, take data forms offline, and use ad hoc tools to analyze data and create data slices. You then learn how to embed dynamic data points into Microsoft Office documents, and how to import Workspace content into Microsoft Excel, Word, and PowerPoint. Exercises provide hands-on practice.

Learn to:
  • Navigate the Smart View interface
  • Connect to data sources
  • Enter, calculate, and analyze Planning data
  • Manage the approval process and task lists
  • Work with Planning data offline
  • Embed dynamic data points in Microsoft Office documents
  • Import Workspace documents into Smart View

Skills Gained

  • Open and navigate data forms
  • Enter,spread,and calculate data in data forms
  • Perform approval process tasks such as validating and promoting planning units
  • Open and complete task lists in Microsoft Excel and Outlook
  • Use adhoc analysis to to analyze Planning data slices
  • Set Smart View options
  • Connect to shared and private data sources
  • Manage Planning data in offline mode
  • Embed dynamic data points into Microsoft Word and PowerPoint
  • Import Workspace documents into Excel, Word, and PowerPoint
  • Navigate the Smart View interface
  • Describe the key features and benefits of Smart View for Planning

Who Can Benefit

  • Business Analysts
  • Developer
  • End Users
  • Project Manager


  • Moderate experience with the Microsoft Office suite
  • Familiarity with Microsoft Windows
  • Basic understanding of financial planning and budgeting concepts

Course Details

Introduction to Smart View

  • Oracle’s Hyperion EPM System
  • Smart View Overview
  • Oracle Hyperion Architecture
  • Installing Smart View
  • Smart View Excel Interface
  • Connection Types
  • Connecting to Data Sources
  • Smart View Options

Entering Data in Data Forms

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

Managing the Approval Process

  • Planning Approval Process Overview
  • Viewing Planning Unit Details
  • Validating Planning Units
  • Resolving Data Validation Errors
  • Changing Planning Unit Statuses
  • Annotating Planning Units
  • Setting Up Out of Office Assistant
  • Moving Version Data Between Planning Units

Managing Task Lists

  • Task List Overview
  • Opening Task Lists
  • Viewing Task Details and Instructions
  • Integrating Tasks Lists with Outlook
  • Executing and Completing Tasks
  • Printing Task Detail

Analyzing Data with Ad Hoc Analysis Tools

  • Ad Hoc Analysis Overview
  • Starting Ad Hoc Analysis
  • Zooming In and Out on Dimensions
  • Formatting Ad Hoc Grids
  • Selecting POV Dimension Members
  • Pivoting Dimensions and Removing Dimension Members
  • Saving Ad Hoc Grids
  • Cascading Data Slices

Taking Data Forms Offline

  • Offline Planning Overview
  • Offline Planning Process
  • Downloading Data Forms
  • Connecting to Offline Data Sources
  • Entering, Analyzing, and Adjusting Data Offline
  • Synchronizing Offline Data to Planning
  • Refreshing Offline Data Form Definitions

Embedding Dynamic Data Points

  • Embedding Excel Data Points in Word
  • Embedding Excel Data Points in PowerPoint
  • Copying and Pasting Data Points across Microsoft Office
  • Changing the POV in Word and PowerPoint

Importing Workspace Documents into Microsoft Office

  • Integration Overview
  • Importing Workspace Documents
  • Editing and Refreshing Workspace Documents