22Analyzing Data Using Smart View
Objectives
After completing this lesson, you should be able to:
• Describe Smart View
• Connect to data sources
• View data with Ad Hoc Analysis tool
• Add formulas and worksheets
• Work with data forms in Smart View
• Create functions in Smart View
Smart View Overview
• Smart View is a Microsoft Excel add-in that enables you to use the familiar Excel interface to view and analyze data.
• Using menu-driven options in Microsoft Office, you can retrieve Financial Management data into Office.
Smart View Installation Components
• Server-side provider
• Client component
Typical Business Process for Smart View
Save spreadsheet and submit data back to Financial Management (optional).
Connect to a data source.
View and analyze data in a spreadsheet.
Connecting to Data Sources
Use Data Source Manager to establish a connection to a Financial Management data source.
Switch To
Viewing and Analyzing Data with the Ad Hoc Analysis Tool
• Use the Ad Hoc Analysis tool to analyze data from a data source.
• After you connect to a data source and open a worksheet, open the default grid to begin analysis. (The default grid is specific to the data source.)
• Drag and drop dimension members directly onto the spreadsheet.
• Create free-form ad hoc queries by typing member names directly on the spreadsheet.
Changing the Point of View
Use the POV toolbar to change the point of view.
Changing Members
Drilling Down and Up Dimension Hierarchies
• To drill down or up, double-click the member or use the toolbar icons.
• Options determine the next level for drilling down.
Pivoting Dimensions
Drag dimensions from the POV toolbar to the rows or columns.
Right-click and drag to pivot row or column dimensions or to move them to the POV toolbar.
Displaying Cell Text
Adding Formulas and Formatting
Use the Capture Formatting menu command to preserve data cell formats.
Cell with formula
Creating Free-form Worksheets
You can create ad hoc queries quickly by typing member labels on the worksheet.
Calculate data Consolidate data
USD
GBP
Translate data
Calculating, Translating, and Consolidating in Smart View
• These features work the same way in Smart View as they do in Financial Management.
• The same security rules apply in Smart View.
• When you are using these features in Smart View, use the Refresh option to ensure that you are looking at the latest data.
Submitting Data
Submit data back to Financial Management
Working with Data Forms in Smart View
Functions in Smart View
Use functions to send data from worksheets to data sources and from data sources to worksheets.
Function Builder
Manual entry
Methods for Creating Functions
Smart View Functions
These are Smart View functions, along with their counterparts from the prior Excel add-In.
• HsGetValue = HFMVal
• HsSetValue = HFMLnk
• HsCurrency = HFMCur
• HsDescription = HFMDes
• HsLabel = HFMLab
• HsGetText – Displays cell text
• HsSetText – Sends cell text to the Financial Management application
Select a function.
Select members.
Click Add to Function.
Review the function.
Creating Functions
The Function Builder provides a graphical interface for creating functions.
Setting the Point of View
Use the POV Manager to define the dimension settings.
Backgroundpoint of view
members.
To change members, click the Edit button.
Summary
In this lesson, you should have learned to:
• Describe Smart View
• Connect to data sources
• View data with the Ad Hoc Analysis tool
• Add formulas and worksheets
• Work with data forms in Smart View
• Create functions in Smart View
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