Hyperion Smart View Connections

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Blog | Sep 12, 2017

Hyperion Smart View Connections

Many of our clients use Smart View to load data and view data as part of their daily activities. This blog will help in making required connections to connect to Hyperion as required. You can also easily make changes to connections as required when there are any upgrades to Smart View or Hyperion. 

Introduction:

Oracle Smart View provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI). Using Smart View, you can view, import, and create reports.

The Hyperion Smart View excel addin tool is a basic and important tool for all end users using Hyperion. This tool is used to load data into Hyperion, as well as view data, and access reports and webforms that have already been loaded/created in Hyperion.

One of the most common issues that is faced by end users is that they are not able to connect to Hyperion essbase or Hyperion Planning using Smart View after they have migrated or upgraded their current servers. The basic reason behind this issue is the change in the server name post migration or upgradation.

Smart View can be used to connect to following Data Sources

Smart View provides a common Microsoft Office interface for these on-premises data sources:

  • Oracle Essbase
  • Oracle Hyperion Financial Management
  • Oracle Hyperion Planning
  • Oracle Hyperion Enterprise Performance Management Workspace
  • Oracle Hyperion Reporting and Analysis
  • Oracle Hyperion Strategic Finance (requires the Strategic Finance extension)
  • Oracle Hyperion Profitability and Cost Management
  • Disclosure Management (requires the Disclosure Management extension)
  • Oracle Hyperion Financial Data Quality Management, Enterprise Edition
  • Oracle BI EE

 

Smart View with Cloud Services Data Sources

Smart View provides a common Office interface for these cloud data sources:

  • Oracle Planning and Budgeting Cloud
  • Oracle Enterprise Planning and Budgeting Cloud
  • Oracle Enterprise Performance Reporting Cloud
  • Oracle Financial Consolidation and Close Cloud
  • Oracle Profitability and Cost Management Cloud
  • Strategic Modeling (requires the Strategic Modeling extension)
  • Oracle Tax Reporting Cloud
  • Oracle Analytics Cloud
  • Oracle Analytics Cloud – Essbase 

Smart View Key Capabilities  

  • Ability to integrate EPM and BI data directly from the data source into Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook
  • Full ad hoc and free-form analysis capabilities for Oracle Hyperion Financial Management, Oracle Essbase, Oracle Hyperion Planning and Oracle Business Intelligence Enterprise Edition
  • Full ad hoc and free-form analysis capabilities for Oracle EPM Cloud data sources, including Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and Oracle Tax Reporting Cloud
  • Data access from Relational or multidimensional sources
  • Support for highly formatted grids in Microsoft Excel
  • Report creation in Excel, Word and PowerPoint using EPM and BI data 

I have covered a few basic however important facets related to the Smart view connections.   

Smart View Connections:

Smartview excel addin can be categorized into two areas.

  1. Shared Connections- Connections that are defined by an administrator where all users can view them.
  2. Private Connections- Locally stored connections or URL based connections will fall into this category 

    hyperion smart view excel

In most cases users find all their connections under a Shared connection.

If a data source is not listed under the shared connections, then the end user can use the ‘quick connect’ feature in the private connections and just type a URL in the drop down and click the ‘go’ button to access it. 

If you have a connection that you use all the time, you can simply add it to the list of private connections and it will always be available in the dropdown list as an option. Plus the URL’s you type will also be stored. Do note that when you click on a connection you get a context sensitive list of key ‘actions’ that can be performed on that connection.

Once you use a connection a few times you will be able to access that connection from the home panel by simply clicking it under the Most Recently Used (MRU) item. MRU’s are great for a single click access to your most common tasks such as starting an ad-hoc analysis or opening a form. MRU’s can be ‘pinned’ so they are always where you expect them to be.

 

Creating Shared Connections

Given below are steps to create a shared connection:

  1. From the Smart View ribbon, click Panel.
  2. From the Smart View panel, click the arrow next to home as depicted by the image home.gif, and then select Shared Connections.
  3. Login using a user id and a password.

smart view shared connection

Creating Private Connections

You can create a private connection from a connection that is not listed in Shared Connections if you know the URL.

  To add a connection using a URL:

  1. From the Smart View ribbon, click Panel.
  2. From the Smart View panel, click the arrow next to the home as depicted in the image home.gif, and then select Private Connections.

 

smart view private connection

  1. In the text box, enter the URL or the local storage directory for the data source to which you want to connect. The URL syntax for the various data sources is as follows. Contact your system administrator for the URL to use:

Financial Management: http(s)://servername:port/hfmofficeprovider/hfmofficeprovider.aspx

Hyperion Enterprise: http://servername:port/heofficeprovider/heofficeprovider.aspx

Planning: http(s)://servername:port/HyperionPlanning/SmartView

Essbase: http(s)://servername:port/aps/SmartView

Reporting and Analysis: http(s)://servername:port/raframework/browse/listxml

Financial Close Management: http://servername:port/fcc/servlets/smartview/fcmsvservlet 

Oracle Hyperion StrategicFinance: http://servername:port/StrategicPlanning/SmartView

Hyperion5.png 
4. Click arrow.gif

Using these connections you can connect to Hyperion Essabse, Planning, HSF, OBIEE, reporting analysis and HFM. 

Conclusion:

Many of our clients use Smart View to load data and view data as part of their daily activities. This blog will help in making required connections to connect to Hyperion as required. You can also easily make changes to connections as required when there are any upgrades to Smart View or Hyperion. The above information can be used in creating connections to all the Hyperion components. For any further queries on the topic click below:
Ask Arshadulla