Smart View Ribbon
Once Smart View is installed on your desktop or accessed via Citrix, Smart View is added to the Excel menu.
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Section |
Item |
Description |
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Start |
Panel |
Used to connect and disconnect to and from CalPlanning servers and databases |
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Connections |
Displays active or recently used connections |
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Edit |
Undo / Redo |
Undo/Redo the previous ad hoc operation. Once data is submitted, these commands are unavailable |
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Copy / Paste |
Just like Excel, however will not paste values a second time |
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|
Functions |
Allows you to open the POV Manager or build a function formula |
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|
Data |
Refresh |
Refresh the data on the current worksheet from the data source |
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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 |
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|
General |
Options |
Used to set a variety of preferences for working in Smart View |
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Sheet Info |
Displays whether the sheet has an active connection and if so, to which server, application and database |
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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.
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Section |
Item |
Description |
|
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 hide the POV drop-down menus |
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|
Cell Actions |
Insert Comment, Supporting Details, Attachment or view Cell History for this intersection |
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|
Lock |
Lock the cell you wish to remain unchanged. Cell unlocks itself upon refresh or submit |
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|
Calculate |
Not used |
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|
Adjust |
Adjust a cell by a certain value or percentage up or down |
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|
Drill Through |
Displays a list of drill through reports for the selected cell | |
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Submit Data |
Sends data to the CalPlanning database (CalPlan or HCP) |
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|
More |
Not used |
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|
Formatting |
Save |
Save formatting |
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Clear |
Clear formatting |
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Apply |
Apply custom and cell styles |
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|
Workflow |
Approvals |
Not used |
|
Copy Version |
Not used |
Practice - Exercise 2
In Exercise 2 you will become familiar with the key icons by matching the icon with its functionality.