Oracle Smart View for Planning Cloud (E/PBCS) Training Course


1 day (7 CPE credits)


Key user 

Course Summary

Learn to view, import, manipulate, distribute and share data in Microsoft Office from Oracle data sources. Gain experience writing functions and developing ad-hoc queries and discover how to use Smart View to query, analyze and report on data from Oracle Planning Cloud.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or start training immediately with our self-paced E-Learning subscription or request a private class for your team:

Oracle Smart View for Planning Cloud E/PBCS Training course can be learned on demand in the Keyteach e-learning course.
Smart View Oracle for Planning Cloud Training Course EPBCS request a private class for your team.

Learning Objectives

By the end of this course learners will be able to:

  • Identify the key features of Smart View
  • Recall the steps involved in making or updating a connection to the Planning Cloud
  • Explain how to work with application elements, such as forms, task lists and rules
  • Recognize how options can be used to customize the appearance and behaviour of Smart View
  • Implement best-practice methods for building and optimizing reports
  • Differentiate between the various feature sets of Smart View, such as ad hoc analyses and Smart View functions

Course Description

Using Oracle Smart View for Office, you can view, import, manipulate, distribute, and share data from various data sources using Microsoft Excel, Word, Outlook, and PowerPoint. Learn to set up the Smart View connection manager, member selection and using data forms for entering, calculating and processing data.

Analyse data using ad-hoc features such as pivot, drill-down, keep only and remove only. Find out more about using data forms and task lists from within Smart View and how to integrate queries with Microsoft Office products.Gain experience in writing functions to read data and retrieve dimension labels and descriptions.

Explore the ribbons and learn how to set user variables, run business rules, check the job console and examine approvals within Oracle's Planning Cloud. 

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: Oracle Smart View: Key User for Planning Cloud

Duration: 1 day

Audience: Key user

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 7 credits - computer software 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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