Smart View Ribbon
Once Smart View is installed on your desktop or accessed via Citrix, Smart View is added to the Excel menu.
Start
Panel
Used to connect and disconnect to and from CalPlanning servers and databases
Connections
Displays active or recently used connections
Edit
Undo/Redo
Undo/Redo the previous ad hoc operation. Once data is submitted, these commands are unavailable
Copy / Paste
Just like Excel, however will not paste values a second time
Functions
Allows you to open the POV Manager or build a function formula
Data
Refresh
Refresh the data on the current worksheet from the data source
Submit Data
Submits data back to the Planning database (CalPlan or HCP). Be careful, there is no Undo. This icon only works at planning-level intersections
General
Options
Used to set a variety of preferences for working in Smart View
Sheet Info
Displays whether the sheet has an active connection, and if so, to which server, application, and database
More
Not used
Planning Ribbon
Once you connect to Oracle® Hyperion Planning, Fusion Edition, Planning is added to the Excel menu to the right of Smart View.
Ad Hoc
Analyze
Not used
Data
Refresh
Erase any un-submitted data and refresh with data from the CalPlanning database (CalPlan or HCP)
POV
Show or hid the POV drop-down menus
Cell Actions
Insert Comment, Supporting Details, Attachment or view Cell History for this intersection
Lock
Lock the cell you wish to remain unchanged. Cell unlocks itself upon refresh or submit
Calculate
Not used
Adjust
Adjust the value in selected cells by a certain value or percentage up or down
Drill Through
Displays a list of drill through reports for the selected cell
Submit Data
Sends data to the CalPlanning database (CalPlan or HCP)
More
Not used
Workflow
Approvals
Not used
Copy Version
Not used
Next Topic: Enter Data in Smart View Forms