Smart View Ad Hoc - Exercise 1

Exercise 1: Connect to Smart View, Create an Ad Hoc Query

This exercise assumes that you have the campus Virtual Private Network (VPN) GlobalProtect and Smart View installed on your desktop. You’ll know that Smart View is installed when you see Smart View on the Excel menu. If you don’t have it installed, submit a ticket with Service Now to request the installation.

We ask that you use the Training environment while you are learning so that you won’t have to worry about impacting our production server or data.

If you are away from campus, launch GlobalProtect and click Connect. You must be connected with GlobalProtect in order to run Smart View from your desktop when you are away from campus.

Exercise

1. Select Smart View from the Excel menu to display the Smart View ribbon.

2. Select the Options button.

Smart View ribbon with Options button highlighted

3. Select Advanced

Options dialog box, Advanced pane, Shared Connection URL highlighted

4. Enter the following in the Shared Connections URL text box: https://calpln-rptportal-training.berkeley.edu/workspace/SmartViewProviders

5. Select OK. This sets the connection for the Training Environment.

6. From the Smart View ribbon, select the Panel button.

7. Select Shared Connections.

Shared Connections highlighted on Smart View Panel

8. Enter your User Name (CalNet ID) and password and select Connect.

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

Shared Connections Server drop-down with Essbase highlighted

10. Click the + icons as needed to navigate to EssbaseCluster-1 \ CalRptg \CalRptg.

Essbase server tree expanded with CalRptg database highlighted

11. Select the CalRptg cube and then select Ad hoc analysis.

Panel with Essbase, CalRptg, and Ad Hoc Analysis highlighted

12. The dimensions from the CalRptg database are laid out with Account in the rows, Period in the columns, and the rest of the dimensions in row 1 for the POV.

Smart View default query from CalRptg

13. Replace each dimension name with the values shown here:

Account	Total Expenses
Year	FY24
Scenario	Forecast
Version	Working
Entity	Your entity, e.g. 1_HAAS3
Fund	Current Funds
Time_Series	Year-to-Date ($)
Period	YearTotal
Account	Total Expenses

14. Select Refresh from the Essbase or Smart View toolbar.

Refresh button

15. From the Excel menu, select File / Save As, assign a file name, and select OK.

If you are using the Citrix remote desktop, be sure to navigate through the folder structure to save to your drive. After selecting File / Save As, select This PC and follow this path:

Windows (C:) \ Users \ YourName

drive to user folder