To create an Oracle Smart View for Office report, you can follow these general steps:
1. Install Oracle Smart View for Office: Download and install the Oracle Smart View for Office software on your computer. Ensure you have the necessary permissions and access to the data sources you plan to connect to.
2. Launch Oracle Smart View: Open Microsoft Excel and launch the Oracle Smart View add-in. You should see the Smart View toolbar or ribbon in Excel.
3. Connect to Data Source: Click on the "Connect" button on the Smart View toolbar to establish a connection to your data source. This could be an Oracle Essbase cube, Oracle Hyperion Planning application, or other supported data sources.
4. Define Query or Retrieve Data: Once connected, you can define a query or retrieve data from the selected data source. This may involve selecting specific dimensions, members, or measures to include in your report.
5. Apply Filters and Prompts: If needed, you can apply filters or prompts to refine your data selection. This allows you to focus on specific subsets of data or customize the report based on user input.
6. Format the Report: Use Excel's formatting features to enhance the appearance of your report. You can apply styles, adjust cell formatting, and create visualizations such as charts or graphs.
7. Add Calculations and Formulas: Utilize Excel's formulas and Smart View's calculation capabilities to perform calculations or create derived measures within your report. This allows you to derive insights or perform complex analyses on the retrieved data.
8. Save and Share: Once you have completed your report, save it as an Excel file. You can share the file with others who have Smart View installed, or you can publish the report to an Oracle Enterprise Performance Management (EPM) system for wider distribution.
These steps provide a general outline for creating an Oracle Smart View for Office report. The specific details and options available may vary depending on the version of Smart View and the data sources you are using. It's recommended to consult the Oracle Smart View documentation or user guides for more detailed instructions and guidance.
