Transition from ERP Smart View Novice to Expert in 1 hr

Name: Transition from ERP Smart View Novice to Expert in 1 hr
Rating: 4.3 (11 reviews)

Build simple to complex Smart View reports in minutes, SmartView

Created byVikas Handa

Last updated 2/2020

English

What you'll learn

Using Smart View - Excel Plug-In for Oracle Fusion ERP

Course content

1 section • 7 lectures • 1h 13m total length

What is Smart View and Benefits of Smart View2:15
In this chapter, you will learn about Smart View and the benefits you can achieve by using this amazing tool.
Key features of Smart View are:
Excel based plug-in
Integrated with Essbase
Retrieve data from Essbase to Excel
Expand parent values to see the child segment values
Drill-down from account values to application to see the journal
Use Excel formatting on top of Essbase data
Define multiple sheets of queries and refresh all in one-go
Install Smart View Plug-In on Office3:43
In this chapter, you will learn how to download and install Smart View on your PC for Office.
Configure Smart View Connection2:41
Once you have downloaded and installed Smart View, next step is to configure it so that it can connect to Essbase application.

In this chapter, you will learn the steps for:
Configuring Smart View connection
Accessing and using Smart View Panel
Build Adhoc Report using Smart View - Part 13:00
After configuring your connection, you are all set to build adhoc reports using Smart View.
Build Adhoc Reports using Smart View - Part 226:38
In this chapter, you will learn how to build Smart View reports step-by-step. You will be amazed by simplicity, speed and power of this tool.
Key concepts you will understand are:
Point of View (POV)
Dimension presentation
Generation of data
Build Advance Reports using Smart View18:58
Once you have understood how to build basic reports in Smart View, you can start understanding Advance functionality. There are so many options in Smart View which you can start exploring to build amazing reports.

In this chapter, you will learn how to:
Multiple sheets definition/refresh
Multiple Currencies
Accessing FRS reports via Smart View
Build Custom Row/Column heading report using SmartView16:32

Requirements

No, though basic knowledge of Essbase would be useful

Description

You will be able to lean the steps to install, configure and build ad-hoc reports quickly. Once you have understood the basic reporting then you can see the advance chapter to build more complex report. By building reports in Excel, you have the power of Excel and security of the database to build amazing reports quickly. SmartView covered in the course is related to what you can do within Oracle Fusion ERP.

SmartView can be used for quickly inquiring balances from the multi-dimension GL chart of accounts cube. You can slice and dice the cube to retrieve the balance for your analysis. SmartView formulas like HSGETVALUE can be used to make very specific reports where you can have different POV dimensions for each line of report to meet your business requirements.

You can also create multiple sheets within your Excel file and each sheet can hold different SmartView contents. This is very useful when you are creating your monthly/quarterly/yearly reporting pack. By clicking Refresh button, you can refresh all the sheets in one go.

SmartView is a common tool used by ERP and EPM modules. There are certain features/functions which are only applicable to EPM module e.g. updating the data etc. These features are related to EPM modules and are not applicable to ERP.

Who this course is for:

Oracle Fusion Implementation Consultants and Users