Oracle Smart View brings Essbase, Planning and EPM Cloud data into Excel. Six lessons for finance users: what Essbase cubes are, connecting, ad hoc analysis, member selection, Smart View functions and a refreshable report template.

1. 1Smart View Lesson 1: What Essbase and Smart View AreUnderstand Essbase cubes, dimensions, members and hierarchies, how Smart View connects Excel to them, and where it fits with Planning and EPM…
2. 2Smart View Lesson 2: Connecting and Your First Ad Hoc GridConnect Smart View to Essbase or EPM Cloud with a private or shared connection, open an ad hoc grid, refresh, and set…
3. 3Smart View Lesson 3: Zoom, Pivot, Keep Only and POVNavigate cube data with the core ad hoc actions: zoom in and out, pivot dimensions between rows and columns, keep only and…
4. 4Smart View Lesson 4: Member Selection and AliasesChoose exactly the members you need with the Member Selection dialog: hierarchy browsing, search, filters by level and generation, aliases vs member…
5. 5Smart View Lesson 5: Smart View Functions (HsGetValue)Build free-form reports with Smart View functions: HsGetValue syntax, referencing cells for members, the Function Builder, refreshing functions, and when to use…
6. 6Smart View Lesson 6: Building a Refreshable Report TemplateCombine everything into a monthly report: parameter cells for period and entity, ad hoc or function grids, preserved formatting, multiple sheets refresh,…

Related: Smart View ad hoc analysis, HsGetValue functions, Essbase explained.