Accessing Smart View

Access Smart View from Your Desktop or via Citrix

Smart View may be accessed from your desktop or via the Citrix remote desktop. Running Smart View from your desktop will deliver the best performance.

 When you are off campus, you need to launch Global Connect before launching Smart View or Citrix.

 You will need to run Smart View from Citrix when:

  • You are using a Mac
  • Smart View is not installed on your desktop or is not working

To Launch Smart View:

Source Action
Desktop

Launch Excel. If you do not see Smart View on the Excel menu, follow these steps to troubleshoot

If you are not on campus, Connect to GlobalProtect before launching Smart View
Citrix
  1. From your browser, go to https://citrix.berkeley.edu
  2. Enter your CalNet ID and passphrase
  3. Click Smart View
  4. Double-click the file with the .ica extension at the bottom of your screen

If you are not on campus, Connect to GlobalProtect before launching Citrix

Smart View Connections

Smart View allows you to connect to 3 distinct applications:

  • Oracle® Essbase
  • Oracle® Hyperion Planning
  • Reporting and Analysis Framework

Oracle® Essbase is the application that allows you to query the CalRptg, CalPlan, or HCPRptg databases to create your own ad hoc queries / reports.

Connect to Smart View in Excel

1. Open Excel

2. Go to the Smart View ribbon and select the Panel button

Smart View toolbar with Panel button outlined

4. Enter your User Name and Password (CalNet ID and Passphrase)

5. Select Connect

6. Select Oracle® Essbase from the Select Server drop-down list 

Shared Connections drop-down list with Oracle Essbase highlighted

7. Expand the tree as shown below until you can see CalRptg - EssbaseCluster-1_CalRptg_CalRptg

Essbase tree with CalRptg expanded

8. Double-click on CalRptg - EssbaseCluster-1_CalRptg_CalRptg

9. Select Ad hoc analysis

Shared Connections with Ad Hoc Analysis highlighted

Result: An ad hoc query from the CalRptg cube is created. In the next section, we will select members from the dimensions so that the query will deliver data that is relevant to us.

Note: You can close the Smart View Panel window after you connect to gain more display space for your workbook.