Online Hyperion SmartView Training Classes And Courses  BISP 

60% Complete Courses » Hyperion SmartView
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  • Business Analysts
  • Developer
  • End Users
  • Project Manager
Course Objectives
  • Open and navigate data forms
  • Enter,spread,and calculate data in data forms
  • Perform approval process tasks such as validating and promoting planning units
  • Open and complete task lists in Microsoft Excel and Outlook
  • adhoc analysis to to analyze Planning data slices
  • Set Smart View options
  • Connect to shared and private data sources
  • Manage Planning data in offline mode
  • Embed dynamic data points into Microsoft Word and PowerPoint
  • Import Workspace documents into Excel, Word, and PowerPoint
  • Navigate the Smart View interface
  • Describe the key features and benefits of Smart View for Planning
Introduction to Smart View
  • Oracle’s Hyperion EPM System
  • Smart View Overview
  • Oracle Hyperion Architecture
  • Installing Smart View
  • Smart View Excel Interface
  • Connection Types
  • Connecting to Data Sources
  • Smart View Options
Entering Data in Data Forms
  • Working with Data Forms in Excel
  • Entering Data
  • Annotating Data Cells
  • Calculating Data Values
  • Submitting Data
  • Monitoring Planning Jobs in Job Console
Managing the Approval Process
  • Planning Approval Process Overview
  • Viewing Planning Unit Details
  • Validating Planning Units
  • Resolving Data Validation Errors
  • Changing Planning Unit Statuses
  • Annotating Planning Units
  • Setting Up Out of Office Assistant
  • Moving Version Data Between Planning Units
Managing Task Lists
  • Task List Overview
  • Opening Task Lists
  • Viewing Task Details and Instructions
  • Executing and Completing Tasks
  • Printing Task Detail
Analyzing Data with Ad Hoc Analysis Tools
  • Ad Hoc Analysis Overview
  • Starting Ad Hoc Analysis
  • Zooming In and Out on Dimensions
  • Formatting Ad Hoc Grids
  • Selecting POV Dimension Members
  • Pivoting Dimensions and Removing Dimension Members
  • Saving Ad Hoc Grids
  • Cascading Data Slices
Taking Data Forms Offline
  • Offline Planning Overview
  • Offline Planning Process
  • Downloading Data Forms
  • Connecting to Offline Data Sources
  • Entering, Analyzing, and Adjusting Data Offline
  • Synchronizing Offline Data to Planning
  • Refreshing Offline Data Form Definitions
Embedding Dynamic Data Points
  • Embedding Excel Data Points in Word
  • Embedding Excel Data Points in PowerPoint
  • Copying and Pasting Data Points across Microsoft Office
  • Changing the POV in Word and PowerPoint
Importing Workspace Documents into Microsoft Office
  • Integration Overview
  • Importing Workspace Documents
  • Editing and Refreshing Workspace Documents
Course Id:
Course Fees:
201 USD