The New England Oracle Applications User Group (NEOAUG) hosts bi-annual training and information events for it's members. Edgewater Ranzal is a regular presenter, because of expertise in Oracle applications. In this presentation, Mija Deering presented tips for leveraging SmartView as part of the financial reporting process.
3. About Edgewater Ranzal
15 Years
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4. Our Services
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Class as well as Remote and CBT
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5. Training Services
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► Wakefield, MA
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6. SmartView – Tips & Tricks
SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show History
►
Note: Screenshots taken from v11.1.2.2.
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7. SmartView – Tips & Tricks
SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show History
►
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12. Multiple Grids – Essbase Ad Hoc Analysis
To enable multiple grid ad hoc
analysis:
1) Select first database
connection and select ad hoc
analysis.
2) Select a range of cells
somewhere else on the
worksheet and select
another database. Enable
Ad Hoc Analysis.
3) Click the option Use Sheet
for Multiple Grid Adhoc and
now you can continue to drill.
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13. SmartView – Tips & Tricks
SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show History
►
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14. Enhanced Planning Features
Using SmartView, Planning
Users can
Open Forms – both Simple
and Composite
Open Task Lists
Perform Ad Hoc Analysis
17. Planning Ad Hoc Analysis
SmartView can be used to access Planning
Forms, Task Lists, etc.
SmartView can also be used for ad hoc analysis.
Notice: When doing ad hoc analysis, users do
not see the HSP_Rates dimension.
21. Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
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22. Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
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23. Member Selection
Question - Did you know that a dimension can be set as a User POV
dimension and also be displayed on the ROW, COLUMN or PAGE
dimension?
24. Member Selection
When using an HFM datasource, report designers can use BASE function to
select the bottom level of a particular node.
However, with Essbase and/or Planning datasources – must do Descendants AND
Level 0.
25. Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
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31. Rolling Periods
Note:
Range function specifies Years to Iterate Over is set to 1
Period Offset is set to -13. Evaluates prior 13 periods across 1 Year.
32. Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
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