Ongoing Smart View Ad Hoc Basics 1 & 2 training sessions are now open for enrollment in the UC Learning Center for our CalPlanning Reporting and Planner roles.
The Introduction to CalPlanning and Intro to CalPlanning Reporting classes are prerequisites to attend the Smart View Ad Hoc Basics 1 training.
Smart View Ad Hoc Basics 1
Prerequisite : Introduction to CalPlanning & Intro to CalPlanning Reporting
Smart View Ad Hoc Basics 1 Learning Objectives
- Explain how and when you can use Smart View and the Oracle Essbase connection
- Define the key components of the Smart View Ad Hoc Grid
- Practice navigating basic Smart View Ad Hoc functionality including how to
- Select Dimensions
- Maneuver the Point of View (POV)
- Set Your Reporting Options
- Locate and manage data display in the grid
- Refresh and Save Report Data
- Identify where to go to access Smart View and get support
Smart View Ad Hoc Basics 2
Prerequisite : Smart View Ad Hoc Basics 1
Smart View Ad Hoc Basics 2 Learning Objectives
- Create Multiple POVs in the Ad Hoc Grid
- Cascade an Ad Hoc report across multiple dimension members in Smart View
- Pivot Dimensions within the Ad Hoc Grid
- Import CalPlanning Financial Reports into Smart View for formatting or additional querying
- Identify where to go to access Smart View and get support
It is recommended that you attend both classes in the series. A homework assignment provided at the end of Smart View Ad Hoc Basics 1 is reviewed at the start of the Ad Hoc Basics 2 class. All classes will be held in University Hall, room 28.