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ORACLE HYPERION SMART VIEW FOR OFFICE, FUSION EDITION

RELEASE 11.1.1

NEW FEATURES

CONTENTS IN BRIEF

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Data Source Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Common Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Support for Oracle BI EE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Smart Slices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Report Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 New Visual Basic for Applications Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Overview
This document describes the new features introduced in Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.1.

Data Source Manager


The new Data Source Manager replaces the Connection Manager of previous Smart View releases providing a simplified means of managing all your data source connections, accessing data, and performing multiple other functions. The Data Source Manager is a dockable pane that toggles between three interfaces: the Common Provider Connections and Independent Provider Connections to manage your data sources, and Simulation & Forecasting Workbooks to use the Oracle Crystal Ball, Fusion Edition repository.

Common Provider Connections


In the Common Provider Connections interface, you manage connections to Oracle Essbase, Oracle Hyperion Planning, Fusion Edition, and Oracle Business Intelligence Enterprise Edition. These data sources are connected through Oracle Hyperion Provider Services; Smart Slices for these data sources are created, stored, and accessed through this interface of the Data Source Manager. If you have Essbase connections from a previous Smart View release, you can migrate them to the new Data Source Manager.

Independent Provider Connections


The Independent Provider Connections interface is comparable to the Connection Manager in previous Smart View releases. In it, you manage connections for Oracle's Hyperion Enterprise, Oracle's Hyperion Reporting and Analysis, and Oracle Hyperion Financial Management, Fusion Edition. You can use Independent Provider Connections for Planning, but you will be able to use only the functionality available in release 9.3.1, and not the new functionality introduced in this release.

Simulation & Forecasting Workbooks


If you are licensed to use Crystal Ball, Fusion Edition with Smart View, you can access and work with Oracle Crystal Ball, Fusion Edition workbooks through this interface of the Data Source Manager.

New Features

Common Provider
Provider Services, which previously provided the connection only between Smart View and Essbase, now provides connections between Smart View and Planning and Smart View and Oracle BI EE data source types. Users can manage the connections to these data sources directly through the new Data Source Manager.

Support for Oracle BI EE


Smart View now supports Oracle BI EE as a data source type in addition to Essbase, Planning, Financial Management, Oracle's Hyperion Enterpriseand Oracle's Hyperion Reporting and Analysis. Oracle BI EE connections managed through the common provider, Provider Services. Oracle BI EE users can perform ad hoc analysis, use Smart Slices, and create reports in the Report Designer.

Smart Slices
A Smart Slice is a reusable perspective of an Essbase, Planning, or Oracle BI EE data source. It is composed of a single member, a combination of single members, filters, or combination of single members and filters in any order. These components serve as boundaries to the data that users can view and work with in the Smart Slice. In addition, a set of preferences are specified for the Smart Slice. Any operation that can be done in Smart View can be done within the confines of a Smart Slice. Smart Slice boundaries can be as inclusive or exclusive as required to make the Smart Slice useful for data analysis. An organization can have as many different Smart Slices as it needs to accommodate the specific data requirements of its users. For example, Smart Slices can be created for different sales geographical regions, different product lines, different time frames, or a combination of any of these dimensions. Smart Slices are created by administrators and stored in the Provider Services layer, where they are available to all users with the proper privileges. Users can create queries from entire Smart Slices or subqueries from a subset of Smart Slice data, from which they can construct reports. These queries and subqueries can be stored as part of Excel, Word, or PowerPoint documents on their local machines.

Report Designer
The Report Designer is a Smart View interface in which you can author and manage a variety of reports that are based on Smart Slices. You design reports based on Smart Slices from the Report Designer interface, which is displayed when you insert a Smart Slice query or subquery from the Data Source Manager. Reports can then be displayed on an Excel spreadsheet, Word document, or PowerPoint slide. You can display as many reports from as many data sources as space will permit on one sheet.

New Features

A report can be displayed as a function grid, a table, or a chart. An entire report is associated with an Excel workbook, a Word document, or a PowerPoint presentation. The Report Designer can be used with Essbase, Planning, or Oracle Business Intelligence Enterprise Edition data sources.

Essbase
Varying Attributes
With this release, Smart View supports the use of varying attributes. These are dimension attributes that vary with respect to one or more dependent dimensions. For example, the packaging (attribute) of a product may vary depending on the market in which it is sold, or an employee may change job titles over time at the same company. Users can now create different scenarios for analysis by associating different perspectives to the varying attributes.

Enhanced Drill-Through Capabilities


In this release, Essbase introduces Oracle Essbase Studio. This is an exciting new methodology for building and maintaining Essbase outlines. The Oracle Essbase Studio component provides more robust drill-through capabilities than were previously possible through Oracle Essbase Integration Services. Smart View exposes this drill through capability from Excel.

Text Data Support


In this release, Essbase exposes text data types. This allows text to be stored within Essbase and exposed for reporting purposes. Smart View supports textual data in Essbase.

Planning
Ad Hoc Functionality
In previous versions of Smart View, you could use ad hoc functionality only in Oracle Essbase connections. With this release, you can use ad hoc in Planningas well. Ad hoc functions are available from the Hyperion menu or ribbon, and include such functions as zooming in and out of data, pivoting, and selecting members to keep or remove from the grid. Ad hoc analysis in Planning is invoked in the context of a Planning form. Ad hoc operations are limited to the context of the members that were part of the form definition.

New Features

Connection through Provider Services


In this release, the connection between Planning and Smart View is made through Oracle Hyperion Provider Services and managed through the Common Provider Connections interface of the Data Source Manager. This connection mode enables not only ad hoc analysis, but the use of Smart Slices and the Report Designer.

Web Launch
A Oracle Hyperion Planning, Fusion Edition form can be launched directly into a Smart View Excel sheet from the web. The Smart View capabilities can then be used to interact with the data source from Office. The process ensures SSO and sets the point of view accordingly.

Financial Management
Adding Members to Data Forms
If enabled by the administrator, users can insert additional members, and enter and save data for those members. The new entries are inserted into the form and the totals are updated. For example, a form may have been defined for an account with intercompany transactions for IC1, IC2, and IC4. You can select members IC3 and IC5, and enter and save data for those members. The form is refreshed with the new data and the new lines are displayed in the appropriate hierarchical order.

Linked Forms
When administrators create data forms, they can define links from one form to another to enable drill-through to a more specific data entry view. For example, a form that contains summary account balances can link to a corresponding form with the account details. The link from one form to another applies to an entire row.

Changing Database Passwords


You can change your data source passwords for Oracle Hyperion Financial Management, Fusion Edition directly from Independent Provider Connections.

New Visual Basic for Applications Functions


The following new Visual Basic for Applications (VBA) functions are available in Smart View, and are described in the Oracle Hyperion Smart View for Office User's Guide and online help. HypGetOverrideFlag

New Features

HypSetOverrideFlag HypGetCurrentAPSURL HypGetCurrentAPSURL HypConnectToAPS HypIsConnectedToAPS HypDisconnectFromAPS HypCreateConnectionEx HypMigrateConnectionToDataSourceMgr HypResetFriendlyName HypDisconnectEx HypExecuteMDXEx

Accessibility
It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Smart View Release 11.1.1 supports accessibility features, which are described in Appendix A of the Oracle Hyperion Smart View for Office User's Guide. Smart View documentation is accessible in this release in HTML format.

Installation and Configuration


The new Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition and Oracle's Hyperion Enterprise Performance Management System Configurator provide a streamlined and simplified approach to product installation, upgrade, and configuration. Oracle's Hyperion Enterprise Performance Management System Configurator uses the new Oracle's Hyperion Shared Services Registry, which simplifies product configuration by storing and re-using configuration information. Oracle's Hyperion Enterprise Performance Management System Diagnostics confirms that product components were successfully installed, configured, and are up and running. The reorganized installation and configuration documentation set reduces the number of installation guides and makes it easier to find the information you need. Individual product installation guides are replaced by the following guides:

Oracle Hyperion Enterprise Performance Management System Installation Start Here Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide Oracle Hyperion Enterprise Performance Management System Security Administration Guide

You might also need to use one or more of the following guides:

Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide

New Features

Oracle Hyperion Enterprise Performance Management System High Availability Guide Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide Oracle Hyperion Enterprise Performance Management System Lifecycle Management Guide Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide

Note:

Oracle Hyperion Smart View for Office, Fusion Edition can also be installed as previously from a standalone executable file.

New Features

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