Smart View

XTRA! Smart View Ad Hoc Basics 3: Compensation Queries from HCPRptg

March 12, 2017

3.12.17

XTRA! Smart View Ad Hoc Basics 3 HCPRptg

During this Friday's, March 17th Working Budget Lab we will practice creating Smart View Ad Hoc compensation

plan and actual data queries connecting Essbase to the HCPRptg cube.

March 17th, 10:00 AM - 12:00 PM

November 2019 Release Notes

November 13, 2019

November 2019 CalPlanning Release Notes

The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.

We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.

Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review ...

Upgraded CalPlanning Available

November 13, 2019
The CalPlanning planner tools, CalPlan and HCP, are now available with the FY20 Forecast Q1 Submission version.
We have also updated CalPlanning to improve performance, reliability, and compatibility with newer browsers and operating systems.
Please note: There will be several actions that all CalPlanning users need to do when first logging in. Please review the job aid for...

When is CalPlanning available?

CalPlanning is available with technical support:

8am-5pm, Monday - Friday, except University holidays

CalPlanning is open but without technical support

7am-8am, Monday - Friday and weekends
5pm-3am, Monday - Friday

CalPlanning is not available: 3am-7am daily

Check out the CalPlanning home page for the latest...

FY2018-19 Quarterly CalPlanning Tool Training Now Enrolling

September 7, 2017

The VC Finance Office of the CFO is kicking of FY2018-19 with the first of our quarterly CalPlanning tool training courses for our newest members to the Finance Community. Ongoing training sessions are now open for enrollment in the UC Learning Center for both our CalPlanning Reporting and Planner roles:

Introduction to CalPlanning

...

How do I get access to Smart View?

Access to Smart View is included with all CalPlanning access requests.

Campus finance members who require access to the CalPlanning tools, need to have their local access provider submit a CalPlanning User Access Request Form. The CalPlanning data repositories a user can access with...

Smart View Ad Hoc Basics 1 & 2 Classes in June Now Enrolling!

May 12, 2017
GET SMART! Smart View Ad Hoc Basics 1 & 2 classes are open for enrollment. These classes are designed to introduce our CalPlanning Reporting and Planner roles to the powerful querying capabilities available from Oracle Essbase. You will leave the first class with CalPlanning queries you created drilling into live CalRptg data. Smart View Ad Hoc Basics 1, Prerequisite: Introduction to CalPlanning & Intro to CalPlanning Reporting Smart View Ad Hoc Basics 2, Prerequisite: Smart View Ad Hoc Basics 1 Check out the...

LAST Working Budget Lab Wednesday, May 3rd, 1:00- 3:00 pm

April 28, 2017

There is one more Working Budget Lab available before FY2017-18 budgets are due. Finance staff are invited to visit the CalPlanning website to sign up for the session on Wednesday, May 3, 1-3pm. Computers provided!

How do I get access to the CalPlanning tools?

To get access to CalPlanning, contact your local CalPlanning Access Provider and request access. Each unit has a CalPlanning Access Provider who can submit a CalPlanning User Access Request Form to change type of access or provide new access.

Check out the...

The Smart View tab is no longer showing up on my MS Excel ribbon. Where did it go and how do I get it back?

If you have Smart View installed locally on your workstation, there are several ways it can become disable and no longer display the Smart View tab in the MS Excel ribbon.

Smart View Displayed and Enabled on MS Excel Ribbon

Check out the...