Smart View: Key User for Essbase & Planning (1 day)


Key users

Learning objectives

Gain experience in writing functions and developing ad-hoc queries that allow you to read, write data and retrieve dimension labels and descriptions to and from Essbase and Planning data sources. Learn about accessing data forms and task lists and how to integrate your queries with various Microsoft Office products.

Course description

Smart View provides a common Microsoft Office interface designed specifically for Oracle's Enterprise Performance Management (EPM) and Business Intelligence (BI). Learn to view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces.Topics include setting up the Smart View connection manager, member selection and using data forms for entering, calculating and processing data. You'll analyse data using ad-hoc features such as pivot, drill-down, keep only and remove only. You'll find out more about using data forms and task lists from within Smart View and how to integrate queries with Microsoft Office products.You'll also gain experience in writing functions to read, write data and retrieve dimension labels and descriptions. Using functions allows you to develop structured reports with Smart View and Excel functionality.

Detailed course agenda


CPE Sponsors

Course title: Smart View: Key User for Essbase & Planning

Duration: 1 day

Audience: Key users

Pre-requisites: None

Delivery method: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 7 credits - specialised knowledge and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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