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Smart View is a tool that allows you to pull Hyperion Planning data web forms into Excel. Once a form is in Excel, you can essentially perform all the same functions that you can in Planning web. With Smart View, you can input data and save it to Essbase, use the adjust data feature, enter supporting detail and cell text, and run business rules and calc scripts. You even have the same look and feel as a web form with expandable parent members, page drop-down boxes, green read-only cells, and yellow updated cells. Offline Planning is a Smart View tool that allows you to take your Planning forms offline and enter data, run business rules, calc scripts and it has the same look and feel as the normal forms on Smart View with the only exception that to work on these forms you need not be connected to the server. Steps summarized to take Planning forms Offline: The process for taking a Planning data form offline in version 11 is fairly simple: •The application has to first be enabled

You connect to data sources through shared or private connections. Shared Connections •Shared connections are stored in a central location and are available to multiple users through the Smart View Panel. You cannot add, edit, or rename shared connections, but you can save them as private connections, which you can edit and rename. Private Connections •Private connections are those that you create by saving a shared connection to your local computer or by entering a URL to a provider that is not configured for shared connections. When you create a private connection, it becomes the active connection. Shared Connections : 1. From the Smart View ribbon, click  Panel . 2. From Smart View Home or from the menu displayed when you click the arrow next to Home button, do one of the following: • Click a connection name under  Recently U sed . You can click    to pin items to this list. • Select  Shared Connections  to open the Shared Connections panel, where you s

Planning 11.1.2.3 – Smart View metadata management One of the new features in planning 11.1.2.3 is the ability to manage dimensional metadata through Smart View  • The new Hyperion Planning Admin Extension for Smart View allows Oracle Hyperion Planning administrator users to import and work with metadata in Smart View. • With this extension, Planning administrators can use Oracle Hyperion Smart View for Office applications to perform these tasks: 1. Add, edit and import existing Oracle Hyperion Planning dimensions and members, including moving members and designating members as shared in Smart View 2. Create and refresh cubes • The extension can be downloaded from the Tools menu in workspace. • This will download a file called “ PlanningSVExtension.msi ” which is 1.4mb in size and can be easily installed by running the msi . Once you Install Planning Admin Extension A Smart View Set up Wizard opens up for the extension installation. Click on Next :