SmartView for Essbase

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Oracle Hyperion Smart View 11.1.2.3

For Hyperion Essbase Part I

Description:

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View 11.1.2.3 for Hyperion Essbase.

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Version

Description Change Author Publish Date

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How do you add an Essbase Server in Smartview 11.1.2

To add an Essbase Server perform the following steps:

1. In Smartview options, click the Advanced tab and set the following in the Shared connections url

http://machinename:19000/workspace/SmartViewProviders

2. Open the Smartview Panel, click on Shared Connections, and fill in your Shared Services

username/password.

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3. Click on the arrow next to the empty Drop Down List.

4. Select the 'Add New Server' option and fill in your Essbase Server information.

Setting up Undo and Redo

Performing an Undo after modifying member data returns the sheet to its state before the last refresh, not to its state before the data modification. In ad hoc analysis with Essbase Undo undoes Zoom In, Zoom Out, Keep Only, Remove Only, or Refresh and restores the previous database view to the grid.

1. From the Smart View ribbon, select Options, then select Advanced in the left panel. 2. In Number of Undo Actions, specify the number of permissible Undo operations - 0

through 100. This is also the number of Redo operations permitted.

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SmartView Logging

All error, warnings, and informational messages from the connected data source are displayed when they occur, but you can choose which of these message levels to record in a log file. Select a message level to display and record:

 Information: All messages, including warnings and errors — recommended to diagnose

problems. May adversely impact performance.

 Warnings: Warnings and error level messages. May adversely impact performance.

 Errors: Error messages only — recommended for general use. Has minimal impact on

performance.

 None: Suppress all messages.

 Extended Info: Information-level messages plus all server responses and requests.

Adversely impacts performance.

 Profile: Extended Info log entries and most function calls. Creates XML files for each

Office application with active Smart View. Intended for debugging. Severely impacts performance.

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Other Option

Display Display

Language Select a language in which to display Smart View. You must restart the Office application when you change languages. Default is the language specified when Smart View was installed.

Display Smart View

Short Cut Menus Only Display only Smart View menu items on shortcut menus. Otherwise, shortcut menus display both Excel and Smart View items. Disable Smart View in

Outlook Disable Smart View in Outlook if you do not want to use Smart View task lists in Outlook. Enable Ribbon Context

Changing Display the active data provider ribbon automatically after you use a button on the Smart View ribbon. Disable options that are

not valid for the active connection

Disable options in the Options dialog box that are not valid for the active connection.

Display Drill-Through Report ToolTips

Display by default lists of available drill-through reports for cells whenever you mouse over them.

Show Progress Information After (seconds)

Specify the time, in seconds, after which the Smart View Progress status bar appears when an operation begins.

Compatibility Compatibility

Reduce Excel File Size Should always be selected except in the following cases, when it should be cleared:

 You send an Excel workbook to users on Smart View releases earlier than 9.3.1.6, or to users on Microsoft Office 2002 and earlier regardless of Smart View release. In these workbooks:

o Grids that contain functions must be refreshed before data can be displayed.

o In ad hoc mode, POV settings are lost; the behavior is similar to that of a fresh ad hoc grid.

 You open a workbook sent from users on Smart View release earlier than 9.3.1.6, or on Microsoft Office 2002 and earlier regardless of Smart View release

Improve Metadata

storage Should always be selected except in the following cases, when it should be cleared:

 You send an Excel workbook to users on Smart View releases earlier than 9.3.1.6, or to users on Microsoft Office 2002 and earlier regardless of Smart View release