1.
SmartView and Financial Reports
Training: Tips & Tricks
Presented at NEOAUG
June 10, 2013
Mija Deering
Principal Solutions Manager

2.
Agenda
►
About Edgewater Ranzal
Training Services
► Tips & Tricks
► SmartView
► Financial Reports
► Q&A
►
2

3.
About Edgewater Ranzal
15 Years
700+ clients
1000+ projects
Focus
Services
People
Methodology
Customers
Partnership
3

4.
Our Services
Dashboards & Scorecards,
Profitability & Cost Mgmt, Financial
Analytics & Reporting, Operational
Analytics, What-if Analysis, Query &
Reporting, Visual Exploration
Financial performance, Legal,
Segment & Mgmt Reporting, Financial
Close
HFM Optimization, Performance Lab
SOX Compliance Support
Installation, Upgrades,
Migration, System
Monitoring, Backup and
Recovery, Disaster
Recovery, Load Testing,
Hardware Sizing
Business
Intelligence
Consolidation &
Reporting
Data
Services
Training
– HFM, Planning, Essbase custom Training
Class as well as Remote and CBT
Enterprise
Planning
Project
Management
Infrastructure
Data Integration, Financial Data
Management, Data Warehousing, Master
Data Management (DRM), ETL Services
(ODI), Performance Tuning, Automation
Planning, Budgeting, Forecasting,
Workforce Planning, Capital
Planning, Project Planning, Public
Sector Budgeting, Strategic
Finance
Support
Services
Training
Project/Program Mgmt, EPM
Road Maps, Application
Reviews, Business
Requirements, Process
Change, Documentation
Support Services – Technical
and functional Support
Services. Remote Service
Desk available to call for quick
response to technical and
application issues.
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5.
Training Services
Keyteach Partnership
► Standard Scheduled Class Locations:
► Wakefield, MA
► White Plains, NY
► Atlanta, GA
► Chicago, IL
► Onsite Training – Standard and/or Customized Classes
► Course Offerings
► Multiple Audiences – Admin to End User to Project
Team
► Oracle EPM Platform
► Our Instructors
►
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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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8.
SmartView Options & Ribbon

9.
SmartView Quick Options

10.
SmartView – Tips & Tricks
SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show History
►
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11.
Multiple Grids – Essbase Ad Hoc Analysis
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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.
12

13.
SmartView – Tips & Tricks
SmartView Options & Ribbon
► Multiple Grids
► Planning
► Analyze
► Ad Hoc Analysis
► Show History
►
13

14.
Enhanced Planning Features
Using SmartView, Planning
Users can

Open Forms – both Simple
and Composite

Open Task Lists

Perform Ad Hoc Analysis

15.
Analyze Planning Forms

16.
Analyze Planning Forms
Planning Form Member Selections

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.

18.
Planning Ad Hoc Analysis

19.
Planning Ad Hoc Analysis

20.
Planning Show History
Enabled by Planning Admin under
Administration -> Application -> Reporting

21.
Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
21

22.
Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
22

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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26.
Substitution Variables
Great for making reports dynamic and reduces maintenance.
Not available with HFM datasources

27.
Substitution Variables and Same As

28.
Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
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29.
Rolling Periods
User POV:
Period: Jun
Year:
2010
User POV:
Period: Nov
Year:
2009

30.
Rolling Periods
Functions Used: Range and PeriodOffset
Used an HFM datasource

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
►
32

33.
Member Formulas Referencing Other Grids
Avg Sales/Transactions = Sales / Transactions

34.
Member Formulas Referencing Other Grids
Grid1: Sample/Basic
Grid2:
ASOSamp/Basic
Formula:
Grid1.[1]/Grid2.[2]

35.
Financial Reports – Tips & Tricks
Member Selection
► Using Substitution Variables
► Rolling Periods
► Member Formulas
► Database Mappings
►
35

36.
Mapping Databases

37.
Mapping Databases
Used an ASO (ASOSamp/Basic) and BSO (Sample/Basic) datasource
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38.
Mapping Databases
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39.
Financial Reports – Tips & Tricks
Q&A
Contact Info:
Mija Deering
mdeering@ranzal.com
Office: (914) 253-6600
Mobile: (914) 263-2476
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40.
Enhanced Planning Features