UPlan Smart View Training - Budget and Resource Management
Contents
1. Course Manual Page 16 UPlan Smart View Training Ba Type your MyOrg DeptID in the Selected Member box The quick way to do this is to type the number directly into the box For example to set your MyOrg equal to the entire campus you would type D999999 If you do not know the DeptID 1 Click on the elipses box and the Member Selection dialog box comes up Preferences Member Selection DeptID e 400000 2 Click on the binoculars to search for the DeptID The Find box appears Course Manual Page 17 UPlan Smart View Training Preferences i rae 1 WYS Member Selection Dept D400000 3 You have two options a Type the DeptID without the D It will find and select the DeptID for you or b If you do not know the DeptID you can expand the DeptID hierarchy then expand Total DeptID expand 999999 keep expanding until you find your DeptID For ease of searching click the Show Aliases box in the bottom left corner of the dialog box The DeptID aliases appear along with the DeptID numbers Course Manual Page 18 UPlan Smart View Training 4 Once your DeptID is selected click the right arrow in the middle of the dialog box so that it appears in the right side under Selected Members Click ok Make sure these are set in UCSFPlan and CmmtPlan Dimensions in Smart View Dimensions are metadata within a dimensional database and are the primary way that yo2. 8 eh he from the Manage Commitment ed Form these two tabs will always Lene t change because no more than 12 Cmt000002 Dist02 D one composite form per Benal as application per workbook can be Manage ss as edited in Smart View Commitments Form i a j rl Commitments Attributes Commitments Dollars Sheet6 9 Updating Forms Planning in Excel works exactly like the web form with a few differences 1 Entering Data As with web forms you can enter data in any writable cell simply by clicking on the cell and entering a value 2 Right click Menus In Smart View right click menus work similarly to those in the web forms although options are found by right clicking on the Account gt click on hover over Smart View gt select the appropriate option 3 Copy and Paste By using the right click menus using Ctrl C and Ctrl V or using the icons on the Planning ribbon you can copy and paste values from one cell to another However if you S Course Manual Page 25 UPlan Smart View Training try to Copy Paste by clicking Ctr C and Ctrl V within the form twice it will not paste the values a second time 4 Adjust Data and Grid Spread These options for updating data work similarly in Smart View and can be accessed via right clicking or using the icons in the Planning ribbon 5 Add Remove Rows As in web forms add or remove rows or by right clicking on the account and selecting Smart View gt Add Remove Account C
3. Actve Applicatian Atd ins Acrobat POFMaker Office COM Acticin CS Aken een ADP Oce Addin chill COM Addin Advanced Essewciin C ducts EaceLaddinbiniessexcinall Excel Addi ir EXCEL and EOD COM Addin o 7trikzceLAddinibinteeceldadin alil COM Add in Cuttomize Ribbon hilictadont thared ViEw D Gii SharedViewOtliceliadain all EGK Ada in Grace Essbase Query Designer amp odin CL ut sEscelaActdinbintessxleqd sla Exteel gd ir Quick treet Toolbar Orace Hyperion Smart View for Office Fusion Edition Ccoyoracde SmartView binihsTbarela Excel Add in legos Hyperion Smart View for Office Fusion Edition Corde smartviewbin HzAddin all COM Agdd br Language 5 Ince Ao ohio Fachd ins EEE Eene Analysis ToolPak COU 14 libraryAnalysis AMALYS32 5LL Excel Add in Amaris TaciPak VBA CS Wibrary A Amai ATPYBAERM SLAM Excel Ada ir crta Ball CA reel Gar Bin Secures Bae firs ii COM Add in Custom SMIL Dats Crea poit Office orice ld iO FRAG DLL Document inspector Bate BML C pai shared Smart TagiiiOrFLoOul Action Eure Currgnmey Togli Co Micaela library EU ROTOOL XLAM Excel Ada iri Financial Symbol RAL Cott thared Smart TagiMOFLOLL Action Headers and Footers CYy 20Mt Office Ofticel4 OFrFFRHD DLL Document Inapector Hidden Ravi and Colums D cait Office Mirel OFFRA OUL Document lnapectar Hidden VWrorkihects CL tet Office Ohice 4 OFFRHO BLL Document Inipector Hyperion ayperion Smart View recognizer CA Wwindows System s 2iumscores dil Suction
4. D T Reports H 0 Global Assumptions 6 Empl amp I Task Lists 13 Double click on the form to open it Or single click on the form and click on the bolded Open form button below the forms Course Manual Page 10 UPlan Smart View Training Me Smart View Y x Shared Connections fal T gt Oracle Hyperion Planning Fusion Edition gt S E hyperwebprodd2 H 0 FAS_Forms Bj Non_FAS Forms How to Set User Preferences via Options Setting Smart View options is a user preference The following settings are standard for Finance users 1 From the Options window select the Member Options tab and set settings as seen in screenshot below Oa E Course Manual Page 11 UPlan Smart View Training Member Options SE Fl Change member and dimension options on the grid EHH Data Options General Advanced Zoom In Level Formatting Member Name Display Indentation Cell Styles Ancestor Position Extensions Member Retention Indude Selection E Within Selected Group E Remove Unselected Groups Comments and Formulas Preserve Formulas and Comments in ad hoc operations except pivot E Formula Fill C Enable Enhanced Comment Handling Preserve Formula on POY Change Zoom In Level used for drilling in to any dimension Typical user preference is Next Level This will drill down one level of the hierarchy at a time Member Name Display choos
5. Inwitible Co nbent Cha Office Oticeld OFFRHG OLL Document Inspector Add in Acrobat POF Maker Office COM Addin Publishen Adobe Systems Incormported Compahibilif Mo compatibility information available Locatron Program Piles bb idobe Acrobat 100 POP Maker Office POF hi ioeina d Dercriptian Acrobat POP Maker Office COM Addin 3 The items listed below were disabled because they prevented Excel from functioning correctly Please note that you may have to restart Excel for these changes to take place Select the ones you wish to re enable There are no disabled items 4 In the case where Smart View was disabled you will see Smart View in the disabled items box 5 Select Smart View and click on Enable 6 Close Excel 7 Re open Excel Smart View should show up again What do I do if it still does not work 1 Open Excel and go to File gt Options gt Add Ins 2 On the Manage drop down list at the bottom of the Options window select COM Add ins and click Go 3 After you click Go the following window will appear TESES E Course Manual Page 31 UPlan Smart View Training Add Ins available Acrobat PDFMaker Office COM Addin Orade Smart View for Office Location C Program Files x86 Adobe Acrobat 11 0 POFMaker Office PDFMO fice Addin dll Load Behavior Load at Startup 4 In the case where Smart View is not checked check the box 5 Close Excel 6
6. Re open Excel Smart View should show up again UPlan User Support Info For user support on UPlan s Smart View contact your UPlan Control Point Coordinator ee E Course Manual Page 32
7. Sheet1 Sheet2 Sheet3 J ia T wa Course Manual Page 20 UPlan Smart View Training Me Just as with the MyOrg DeptID you should select the Account click the right arrow so that it appears in the Select Members side on the right It is ok if the current account is already there You can move that to the left or leave it there Click ok then ok again The business rule is launched n oe a z Member Selection A Ti Lk Tir VCs TfT curr FFE funds as enc Transfers other support Transfers VC support_C Transfers deficit support Capital equip non spon pri 5580C Other expenses _C 4 rr Navigating with the Smart View Ribbon The Smart View tab acts as the hub for connecting to applications The Smart View tab will appear upon opening Excel and will stay open regardless if you are connected or not All relevant buttons are outlined below m BE tone Insert Page Layout Formulas Data Review View Add Ins Smart View Essbase ex E iS Undo Copy Data Point Q m F Help I Redo GS Paste Data Point E Sheet Info Panel Connections Refresh Submit Options Functions Data More 7 Start Edit Data General H3 ik Item Description Course Manual Page 21 UPlan Smart View Training Panel Used to connect and disconnect to and from UPlan servers and databases Connections This button is not used Undo Redo Undo redo the previous ad hoc operation Once data i
8. the worksheets you wish to connect This will selectively connect the worksheets to the databases you had previously connected to ESEESE ne ee ee ee ee ees Course Manual Page 28 UPlan Smart View Training Only the selected worksheets will connect EC asadmin R amp E Castester CompTrkng Mngcmmt NetPosi NetPos NetPos3 e Closing Excel will automatically disconnect from any and all active connections e Opening Forms options are identical to Planning Web If a Form is Open and Connected in Smart View and you want to navigate to another form simultaneously you have two options a Option 1 From current open form navigate to Smart View Panel gt double click on a different form or click Open Form However just like Planning Web this option erases any unsaved data AND since it is Excel will erase any formulas you had on the current form b Option 2 From current open form navigate to a new blank Excel worksheet Smart View Panel gt Connect to database gt Open different Form This preserves the formulas and unsaved data in other open forms Save versus Submit versus Open Form in Smart View While using Smart View you can save your Excel file to your desktop or shared drive and you submit data to UPlan These are distinct separate actions e Inthe web form Save pushes data to the database and updates the form C Het Cell Actions 89 Adjust El More Approvals Let 2 Loc
9. Excel Formatting retains all Excel formatting This is an option for Essbase Ad hoc queries Move formatting on operations retains the Excel formatting such as thousands comma separator and rounding This is an option for Essbase Ad hoc queries o Scale default will display real value in database Can change by default to scale to tens thousands etc for report display e Decimal Places by default will generally show complete value in cell including fractions 5 Cell Styles and Extension tabs default options do not need to be change aE Course Manual Page 15 UPlan Smart View Training Me How to Set User Preferences via Smart View Panel Just as with Planning Web you can choose your display and user variable options in Smart View To do this click on the Smart View Ribbon gt Panel button gt Right click on the application you wish to change settings for UCSFPlan or CommtPlan gt User Preferences The Display Settings tab allow you to choose how data is displayed The User Variable Options tab is where you set your MyOrg DeptID E poh pilin Sc Open Tak Lis Er Add to Private connections E Business Rules FE Job Console 41 Copy Version 3E Manage Approvals Es Set Active Connection for this Worksheet User Preferences 4 Disconnect Thousands Separator Decimal Separator Negative Sign Negative Color Version ContextvVersion Working iss Commitment ContextCommitment Cmt000167
10. Insert Page Layout References Mailings Review View Smart View Acrobat F C d Visualize in Excel E P Help Te j Panel Connections Copy Data Paste Data Manage Refresh Options a Point Point POV Start Edit Data General l ee In the Smart View pane click on Shared Connections This action prompts the Shared Connections log in pop up window to appear Course Manual Page 8 UPlan Smart View Training Smart View T Xx Smart View Home fat gt Shared Connections Connections from shared repository j Er Private Connections Locally defined connections and shortcuts to shared connections e Shared Connections are available connections from a shared repository where business users can connect to group connections This connection is used the majority of the time to leverage Planning templates and Workspace content e Private Connections help to locally define connections and shortcuts e The Home icon lets you navigate between Shared Connections and Private Connections 9 Enter your UPlan User Name and Password Note that this is probably the same as your UCSF Active Directory AD ID and password Click Connect in the dialog box This action activates the connection to UPlan via Smart View Ensure you are connecting to the correct URL http hyperwebprod01 campus net ucsf edu 28080 workspace SmartViewProviders 0 Enter corect usemame and password to sign on User Name jdoe Password eeusececccese
11. PLANNING FORMS IN EXCEL seessesseesoesssssossossoossosesoesosssossossoossossssssossoessossossosssossssssossssesoe 24 OPENING PLANNING FORMS IN EXCEL ccccccscsscsssccceccecccceeeeseeeseeseeeeeeeeeeeeeens ERROR BOOKMARK NOT DEFINED UPDATING FORM cect E aceasta catch are ei wo eee ects tase A E oo EE E cto esa O N E 24 USING EXCEL FORMULA S cinaran eR a e n aeS ERROR BOOKMARK NOT DEFINED ESN e AE E E A EE E E E AA E N EEA E O E AEE 26 REPRE hliseeegaianesonans ee E EE E E E O A E E danetsenccesesaencuseeerscease 26 PLANNING FORMS TIPS amp TRICKS oasnnoensnosesenseeenoseneronreronererensrreneseronrerenerreessnrene ERROR BOOKMARK NOT DEFINED USER SUPPORT FOR UPLAN SMART VIEW sessossosssossosossssossososossososososessossosssossossssssossosssessosssssssesse 30 TROUBU HOOT pe ce ce sce T A E E E EE E A E 30 What do I do if Smart View becomes disabled in my Excel APN P cccccseseccceeeccccneseceeceseeseseeseceeeuseeenas 30 What do I do if it still does not work eeseseeeesnnnosseneessensesersseeresseressreresseressreresserresreressrrresreresserreerere 31 VPANO ER OPPORT IN Orre E E E E E E E E Sneccewateedaek 32 S Course Manual Page 3 UPlan Smart View Training ES Course Manual Page 4 UPlan Smart View Training o Introduction and Background to Oracle Smart View UPlan is the UCSF customized instance of Oracle Enterprise Performance Management EPM a budgeting and forecasting application suite that include
12. UPlan Smart View User Manual Installing Smart View i Planning with Smart View Fall 2014 UPlan Smart View Training SESE Course Manual Page 2 UPlan Smart View Training Contents INTRODUCTION AND BACKGROUND TO ORACLE SMART VIEW scscecscscscscscscsccscscscccsscccscscscscsoes 5 USING SMART VIEW WITH UPLAN wcssinecencubscasieswakaaaesbbett histo ctsnnalbsicasies us iiinn ANa NESU adsan ENEA kaTa io nnsa 5 GETTING STARTED oirrn eia E E E 5 HOW TO DOWNLOAD THE SMART VIEW EXCEL ADD IN sscccssccccccccceecesesssesssssnnaeeeeeeeeeeeceeeesseeeeeessaaaaaeeeeeeeeeeeeeees 5 OVW TO LAUNCH SMART VIEW cs oaceescccctnse vecccuseesccecescensmep esac sesencentmen ceca E E 7 HOW TOSET USER PREFERENCES VIA OPTIONS s5 c caiesiaiacconcesaisarstowunenssmmegenceenameutesantateaeueeecseuntaaneseusteudencetastcunses 11 DIMENSIONS IN SMART VIEW sisiraan ironie nori enn nne EA EAER TE EA EEOAE ENTS 16 NAVIGATING WITH THE SMART VIEW RIBBON cccsecssucsanncnsannecanecscnuandcenenceusndawandesnncamesseaxieddsosasaueseouantceneaaipetcowacns 21 PLANNING FORMS IN SMART VIEW sosssossosssossossososossosssosssossosossssossosssossosssessossosssossesssosssessesssssso 22 ACCESSING PLANNING VIA SMART VIEW scssseccwvariniesistnaussiseosetsersetecenaimetdsicatsasaseedanioereonetiianneadecainaeevtereadeeneetenas 22 NAVIGATING WITH THE PLANNING RIBBON ssssssessssssccceeceeececcececeesesesseeeeaaeeeeeeeeeeceeeeeeseseeensasaaaaaaeeeeeeeeeeeeses 23 USING
13. at the bottom gt The list of available accounts show up gt click the Show Aliases box in the lower left corner gt Add relevant Account A N y cD ai 1 2013 14 Launch Business Rule E 2 Actual A PERR 3 Final YearTotal Yee 4 5 Completion Tracking 6 4000C General state appropriations_C 1 748 752 7 4351C Gift revenue_C Business Rule Plan Type Type 8 Tfrstate appropriation_C AddAccount_C UCSFPlan Rule 9 Total Revenue 1 748 752 10 5000C Faculty salaries_C 708 339 11 5020C Non faculty academic salaries_C 12 5030C Faculty benefits_C 90 077 13 5040C Non faculty academic benefits_C 76 042 14 Non faculty academic benefits adjustment 15 5050C Staff salaries and overtime_C 526 436 16 5060C Staff benefits_C 161 781 17 5300C Occupancy expense_C 545 n 18 5510C Assessments expense_C 0 19 5515C Supplies and materials_C 8 422 20 5550C Services _C 55 134 Run Time Prompts 21 5580C Other expenses _C 5 22 Total Expense 1 626 771 5 23 Income Loss from Operations 121 1 7801C Transfers deficit support_C 25 7805C Transfers other support_C 26 7809C Transfers STIP_C 27 Total Other Changes foo oi 28 Change in Net Position 121 981 15 786 72 034 336 209 359 576 31 473 29 Total Net Position Beginning of Period 121 981 0 O0 0O 336 209 695 786 30 Total Net Position End of Period O 15 786 72 034 336 209 695 786 664 312 31 32 33 a E 35 v M 4 gt M
14. cel Add in Excel Add in Document Inspector Action Excel Add in Action Document Inspector Document Inspector Document Inspector Action Document Inspector XML Expansion Pack CG Program Files x66 Adobe Acrobat 10 0 PDFMaker Office PDFMOfficeAddin dll UPlan Smart View Training i If you still do not see the add ins go back to the drop down menu at the bottom of the dial box and select COM Add ins Click Go Make sure the Add ins are checked Click Ok Orade Smart View for Office Location C Program Files 86 Adobe Acrobat 11 0 PDFMaker Office POFMOfficeAddin dll Load Behavior Load at Startup 7 You should now see a new tab at the top of your Excel workbook titled Smart View 8 Select the tab to launch Smart View If the Smart View tab ever disappe ee the Troubleshooting section to bring it back on page 24 i XW I is Bookl Microsoft Excel Home Insert Page Layout Formulas Data Review View Developer Smart View EZ i Undo iy Copy Data Point 9 s Help G1 Redo GA Paste Data Point i _ a amp Sheet Info Open Refresh Submit Options El Functions Data El More Start Edit Data General How to Launch Smart View To Log On to Smart View 1 Launch Microsoft Excel MS Office 2007 and higher 2 Select the Smart View tab X H te es Microsoft Excel EE tone Insert Page Layout Formulas Data Review View Developer Smart View S Ey Undo E Copy Data Point d P Help a 1 Re
15. d Analysis Framework During the initial rollout of Smart View Planning with Forms during Fall 2014 access will only be provided for General Planning and Commitment Tracking forms and reports The Employee Planning Forms should be available in Smart View in Winter 2015 Getting Started How to Download the Smart View Excel Add in 1 Login to UPlan through MyAccess Once logged in go to Tools gt Install gt Smart View EEEE E E Course Manual Page 5 UPlan Smart View Training r J Wa p ot aa a a cy MWSL Fie LJ CLU Jud vou ORACLE enterprise Performance Management System Workspace Fusion Edition To ols Help Favorites Click Run in the dialog box that appears Complete the Installation Wizard process Open Excel From the File tab select Options gt Add Ins You should see the Oracle Hyperion Smart View add ins there should be two in the Inactive Application Add ins section a If you do not see the add ins here then go to the drop down menu at the bottom of the dialog box and select Disabled Items Click Go You should see the Oracle add ins in the dialog box that appears now b Wherever you find the Oracle Hyperion add ins click to highlight the line item and select OK Twice for both Hyperion add ins Excel Options E General Formulas Proofing Save Language Advanced Customize Ribbon Quick Access Toolbar Trust Center Course Manual re View and ma
16. do G Paste Data Point E Sheet Info ES l Open Refresh Submit Options _ Functions Data More Start Edit Data eneral 3 Inthe Smart View Ribbon select Optioriaicon This action opens the Options window 4 Within the Options window select Advanced in the left pane This action opens the Advanced tab of the Options window Course Manual Page 7 UPlan Smart View Training 5 6 J 8 In the General section under Shared Connections URL input the following URL http hyperwebprod01 campus net ucsf edu 28080 workspace SmartViewProviders Iption E Change global Smart View options General Shared Connections URL http h yperwebproda 1 campus ne tucsf edu 2 m Number of Undo Actions Number of Most Recently Used items Logging Log Message Display E Route Messages to File Clear Log File on Next Launch E Enable Profiling do this only by support engineer recommendation Display Language E Display Smart View Shortcut Menus Only Disable Smart View in Outlook Enable Ribbon Context Changing Disable options that are not valid for the active connection E Display Drill Through Report ToolTips E Show Progress Information After seconds Compatibility Reduce Excel File Size Improve Metadata Storage Refresh Selected Functions and their dependents Click OK This action saves the Shared Connection edit In the Smart View ribbon navigate to Panel This opens the Smart View Panel
17. e amp Exp l see H Revenue amp Expense Leve A 4 Tuition amp Fee Revenue Ce TE H What IF Revenue amp Expei ce y Reports E JE Global Assumptions y WW Expand the Forms folder in each of the databases The form opens and the Planning tab appears So tae Expand the Server you are connected to It is either HYPREWEBPRODO1 OR HYPERWEBPRODO2 Double click on the form to open or single click on the form then single click on Open Form Note you can select regular data entry forms landing pages and form reports From landing pages you can navigate to data entry forms Data can only be submitted via a data entry form Navigating with the Planning Ribbon The Planning tab becomes active when the worksheet becomes connected to a planning database It shows the specific options for planning on the data entry forms All relevant buttons are outlined below The most commonly used buttons are also located on the Smart View tab such as Refresh and Submit Data Course Manual Page 23 UPlan Smart View Training E Home Insert Page Layout Formulas Data Review View Smart View Planning Acrobat I D Fes Cell Actions B9 Adjust More i Approvals Let oO Lock EL Drill through 2 3 Copy Version Analyze Refresh Bs Calculate ER Submit Data Ad Hoc Data Workflow Item Description Analyze Creates a new tab for ad hoc analysis This button is not used Refresh Erase any unsubmitted data and refresh with da
18. e between displaying Member Name Only Member Name and Description or Description Only For example for DeptID 999999 Member Name D999999 Member Description Chancellor UCSF Member Name Description D999999 Chancellor UCSF Indentation choose whether to indent totals subtotals or no indentation for visual purposes Note indentation of Dimension lists indicates the Dimension s hierarchy Member Retention Include Selection this will keep totals when drilling in out on them Preserve Formulas and Comments in ad hoc operations except pivot preserves Excel formulas and comments upon Refresh NOT upon opening a new form on the same worksheet Preserve Formula on POV Change POV Point of View box changes will retain Excel formulas 2 Select the Data Options tab and set settings as seen in screenshot below Course Manual Page 12 UPlan Smart View Training Suppress Rows No Data Missing i Zero No Access Invalid E Underscore Characters Repeated Members Suppress Columns No Data Missing Zero I No Access t Replacement NoData Missing Label NumericZero NoAccess Label No Access Invalid Meaningless Invalid Submit zero E Display Invalid Data Enable Essbase Format String Mode Cell Display E Navigate Without Data Suppress Missing blocks e Suppression Options Rows Columns Choose whether to display blank rows or columns that have no da
19. e top of the form and hit the refresh button Note the POV is not a Hyperion Smart List so the drop down menus use type ahead and Excel Tab and Enter functionality The retrieval speed is markedly faster than the web forms e Composite Forms Composite forms will appear as multiple tabs when accessed via Smart View For example the Edit Commitment form will appear as two separate worksheets one for Commitments Attributes and one for Commitments Dollars Note that the Excel interface will only allow you to work in one composite form at a time per application per workbook For example in CommtPlan this means right clicking to Edit Existing Commitment from the Manage Commitment Form open a new workbook with two new worksheets one tab for each tab in the composite form Commitment Attributes is the first tab and Commitment Dollars is the second However if you navigate back to the Manage Commitment tab or open a second Manage Commitment tab right clicking on a different Commitment number then choosing Edit Existing Commitment Smart View will always populate the second workbook with the most recent Commitment you are trying to edit POV Manage Commitments hyperwebtrain01_CommtPIn_3 MyOrg D501011 Refresh Al v fe 2 Short Description 3 No Year 4 Dist01 D501011 SEA Chancellor to SOD 5 Dist02 D501011 SEA Chancellor to SOM 6 Dist03 D501011 SEA Chancellor to Nursing 7 Cmt000001 Dist04 D501011 SEs 3
20. ee ts Cancel Details lt lt http hyperwebprod0 1 campus net ucst edu 28080 we wksp 10 Once the connection is active click the Select Server to proceed drop down window and select the appropriate Hyperion tool e Oracle Essbase allows ad hoc analysis e Oracle Hyperion Planning Fusion Edition allows data entry form templates e Reporting and Analysis Framework provides access to formatted reports from Financial Reporting not currently using ee Course Manual Page 9 UPlan Smart View Training Shared Connections Select Server to proceed ka Oracle Essbase Oracle Hyperion Planning Fusion Edition Reporting and Analysis Framework 11 Select the Oracle Hyperion Planning Fusion Edition option 12 Click on the sign to Expand the HYPERWEBPRODO1 or HYPERWEBPRODO2 Server Expand the CmmtPIn and USFPlan applications Expand the Forms folders within these applications to display the Forms Smart View Private Connections fal ucsf edu 28080 HyperionPlannina Smar view fa HYPERWEBPRODO 1 S a CommtPin Commitments Search a Manage Commitments i or Reports B Task Lists ig UCSFPlan E Forms J UCSFPlan 5j eee FAS_Forms ZT Non _FAS_Forms T X gt gt d Approved Revenue Se Leve Revenue amp Expense Level_E A d3 Approved Revenue EPDE Leve EH Revenue amp Expense Level_C A E Tuition amp Fee Revenue Pee H What IF Revenue amp Expense Level
21. es the form for the POV combination selected just like on web forms You must click the Refresh button to update the POV for the form SaaS Course Manual Page 26 UPlan Smart View Training e The Refresh button on the Smart View ribbon includes several options Formulas Refresh 5 kai Data en Refresh fe Replace and Refresh Bi Refresh all Worksheets a Refresh erases any unsaved data on the form and retrieves the most current data and metadata from the UPlan database This button does not erase formulas even if they have not been submitted b Replace and Refresh any unsaved data on the form Does not refresh formulas that have not been submitted Pulls in most current data from the database c Refresh All Worksheets erases any unsaved data on the form and retrieves the most current data from the UPlan database for all worksheets This button does not erase formulas even if they have not been submitted e Refresh options from the Planning ribbon B Home amp Refresh Ga Refresh Bi Refresh All Worksheets a Refresh erases any unsaved data on the form and retrieves the most current data from the UPlan database This button does not erase formulas even if they have not been submitted SaaS Course Manual Page 27 UPlan Smart View Training b Refresh All Worksheets erases any unsaved data on the form and retrieves the most current data from the UPlan database for all worksheets This button does no
22. hared Connections URL should have been completed in previous section Smart View Setup Ensure it is set to http hyperwebprod01 campus net ucsf edu 28080 workspace SmartViewProviders e Number of Undo Actions default is 9 similar to MS Office Undo feature handy option if you drill down too far or refresh query and do not want to keep results e Logging this is generally never used Creates log files and records errors events and other information This can help Customer Support IT troubleshoot issues e Display screenshot options above are default and generally used e Compatibility screenshot options above are default and generally used e Mode screenshot option above are default and generally used 4 Select the Formatting tab and set settings as shown in the screen shot below a Course Manual Page 14 UPlan Smart View Training i Change grid formatting styling and coloring options Formatting Use Thousands Separator Use Cell Styles Use Excel Formatting Move Formatting on Operations _ Retain Numeric Formatting Adjust Column width Scale Preview Decimal Places Preview Form Repeat Member Labels e Formatting o Use Thousands Separator enables Excel option for thousands separator comma or decimal highly recommended o Use Cell Styles ability to change the formatting for data and metadata on the form This is the default option for Planning Forms o Use
23. k EL Drill through 3 Copy Version Analyze Refresh T z Calculate ER Submit Data Ad Hac Data Workflow POV Revenue amp Fenoense evel F Accounts hynenweborodf LICSFPlan 1 e In Smart View Submit Data pushes data to the database and updates the form Submit Data buttons appear in both the Smart View and Planning ribbons Although the icons look different the functionality is the same o Just like planning web Submit Data will send all unsaved data in a composite form back to the database o Submit Data for multiple active worksheets at the same time by selecting the worksheets using Ctrl select worksheets gt Submit Data on any active worksheet o Once data is submitted to the UPlan database the Undo feature will no longer work o In Smart View Excel gt File gt Save Save As saves a local Excel xlsx version of your document It does not Save or Submit anything back to the database If you save data in your workbook on your local desktop without having submitted changes to the UPlan database you can return later and still submit the data as long has you have not clicked on the Refresh button in the Planning ribbon Course Manual Page 29 BO Home Insert Page Layout Formulas Data Review View Smart View Planning Acrobat RE UPlan Smart View Training The following table can be used when trying to remember the differences between Submit Save and Open Form Action What it does When to use C
24. nage Microsoft Office Add ins Add ins 21x Active Application Add ins Acrobat PDFMaker Office COM Addin Oracle Hyperion Smart View for Office Fusion Edition Oracle Hyperion Smart View for Office Fusion Edition Solver Add in Inactive Application Add ins Analysis ToolPak Analysis ToolPak VBA Custom XML Data Date XML Euro Currency Tools Financial Symbol XML Headers and Footers Hidden Rows and Columns Hidden Worksheets Hyperion Hyperion Smart View recognizer Invisible Content Microsoft Actions Pane 3 Document Related Add ins No Document Related Add ins Add in Acrobat PDFMaker Office COM Addin Publisher Adobe Systems Incorporated Compatibility No compatibility information available Location Description Acrobat PDFMaker Office COM Addin Manage Excel Add ins bed Go C Maker Office PDFMOfficeAddin dll C Oracle SmartView bin HsTbar xla G Oracle SmartView bin HsAddin dll C ce14 Library SOLVER SOLVER XLAM C ice14 Library Analysis ANALYS32 XLL C 4 Library Analysis ATPVBAEN XLAM C rosoft Office Officel4 OFFRHD DLL C crosoft shared Smart Tag MOFL DLL C Officel4 Library EUROTOOL XLAM C crosoft shared Smart Tag MOFL DLL C rosoft Office Officel4 OFFRHD DLL C rosoft Office Officel4 OFFRHD DLL C rosoft Office Officel4 OFFRHD DLL C Windows System32 mscoree dil C rosoft Office Officel4 OFFRHD DLL COM Add in Excel Add in COM Add in Excel Add in Ex
25. ommitment Distribution 6 Navigating from Landing Pages If you use a right click menu on a landing page to access another form the new form will appear in a new Excel worksheet For example if you choose Edit Existing Commitment from the right click menu of the Commitments landing page a new Excel worksheet will appear containing the commitment data entry forms Using Excel Features e Move from cell to cell using your keyboard arrows e Enter data in white cells outside the boundaries of the data entry form e Reference other cells e g B5 e Calculate values e g 10 B5 e Hide unhide rows or columns just like in Excel e Freeze panes just like in Excel e You may add as many tabs you wish to your Excel worksheet Missing e Missing no data in that cell intersection e You can enter data ina cell that says Missing as long as it is a writable intersection e You can eliminate data in a cell by entering Missing instead e You can use the Options menu to change Missing to a Blank cell or NumericZero by going to your Smart View ribbon gt Options button gt Data Options gt Replacement section e NOTE Missing Zero Zero is a data value whereas Missing is the absence of data Refresh Buttons Typically there will be two Refresh options when accessing forms via Smart View e The Refresh button in the POV next to the drop down menus is the Go button in web forms Selecting this Refresh button refresh
26. s Submitted these buttons do not work Copy Paste Data Point Just like Excel however will not paste values a second time Refresh Refresh the data and metadata on the current worksheet from the data source Submit Data Submits data back to the Planning database Be careful there is no Undo This button only works at planning level intersections Options Allows user to set a variety of preferences for working in Smart View Sheet Info Display whether the sheet has an active connection and if so to which server application and database More Not currently using these options Planning Forms in Smart View Accessing Planning Forms via Smart View 1 Planning Forms via Excel is available using Hyperion Planning Fusion Edition Go to Shared Connections and select the Oracle Hyperion Planning Fusion Edition server in the drop down menu Select Server to proceed p Oracde Essbase Orade Hyperion Pl Fusion Edition Reporting and Analysis Framework 2 All of the databases for UPlan will appear a aS Course Manual Page 22 UPlan Smart View Training smart View YX Shared Connections 5 Orade Hyperion Planning Fusion Edition gt E E hyperwebprodo2 A iy CommtPin E E Forms zj kt Commitments 1 Commitments a ia Commitments Search Manage Commitments ey o Reports fl Task Lists L UCSFPlan I E Forms s UCSFPlan H 0 FAS_Forms F D N Non _FAS_Forms iE Approved Revenu
27. s Oracle Hyperion Planning Hyperion Planning sits on top of an application called Essbase which is a multidimensional database management system MDBMS that provides a multidimensional database platform upon which to build analytic applications Essbase whose name derives from Extended Spread Sheet dataBASE began as a product of Arbor Software which merged with Hyperion Software in 1998 Smart View for Office Smart View is an Oracle product that comes with the EPM suite that works with Hyperion Planning and Essbase to allow users to view import manipulate distribute and share data in Microsoft Excel Word and PowerPoint interfaces Smart View allows for ad hoc reporting from the Hyperion Planning system and also provides an alternative to the web based forms by using a common MS Office interface Using Smart View with UPlan This training manual will describe how to use the Oracle Hyperion Planning Fusion Edition This is the Smart View tool for data input into pre existing forms and reports There is a separate manual for Essbase used for ad hoc reporting Reporting amp Analysis Framework is used to import pre created content such as Financial Reports FR into PowerPoint Word or Excel FR reports are located in Explore Hyperion Planning Web interface via the Explore button Smart iew Shared Connections Select Server to proceed Oracle Essbase Oracle Hyperion Planning Fusion Edition Reporting an
28. t erase formulas even if they have not been submitted e No Refresh button options will erase your formulas e Smart View Panel gt Double clicking Form or Open Form gt WILL erase your formulas This pulls the form and data from the database where no formulas exist If you need to re open the Form this way Copy the Worksheet then Paste the data including formulas into the re opened worksheet Using Multiple Tabs From within a single Excel workbook users can use multiple worksheet tabs to connect to forms more than once for different POV combinations or connect to multiple forms e To connect to an additional form from within a workbook simply navigate to a new Excel worksheet and repeat the connection steps described earlier e You may connect as many tabs to UPlan as you wish Planning or Essbase however performance tends to decrease with more than a few connections Excel may become unresponsive or crash In this case go to your panel click Disconnect All screenshot below gt Reconnect to only one or two necessary worksheets at any time If this does not work try Saving your Excel xlsx file closing opening file connect to only the worksheets you wish to submit data for nections fal Home Shared Connections Private Connections Document Contents Task List Smart Quen Disconnect All K e When opening an Excel file with multiple worksheets with previous connections using Ctrl selecting only
29. ta Note Having this option checked will improve query times e Replacement This is the text result that appears when query result is zero no data o NoData Missing can be left blank default typically set to or Numeric Zero o NodAccess Label can leave blank default sometimes replaced with N A o Invalid Meaningless Invalid default or NumericZero e Mode screenshot options above are default and generally used o Note Navigate Without Data should only be checked when running large queries to see the metadata or dimension structures without needing to see the data 3 Select the Advanced tab and set settings as shown in the screenshot below POE E Course Manual Page 13 UPlan Smart View Training E Change global Smart View options General Shared Connections URL Number of Undo Actions Number of Most Recently Used items Logging Log Message Display E Route Messages to File _ Clear Log File on Next Launch E Enable Profiling do this only by support engineer recommendation Display Language English E Display Smart View Shortcut Menus Only Disable Smart View in Outlook Enable Ribbon Context Changing Disable options that are not valid for the active connection E Display Drill Through Report ToolTips E Show Progress Information After seconds Compatibility Reduce Excel File Size Improve Metadata Storage E Refresh Selected Functions and their dependents e S
30. ta and metadata from the UPlan database Cell Actions Insert Comment Supporting Detail Attachment or view Cell History for this intersection None of these are viewable in Form Reports or Financial Reports FR Lock Lock the cell you wish to remain unchanged Cell unlocks itself upon refresh or submit Calculate There is no reason to use these All relevant business rules should be run via the right click menu options Adjust Adjust a cell by a certain value up or down multiplier divider or percentage up or down Copy Version Copy Draft Version into Forecast or vice versa Using Planning Forms in Excel Everything you can do in the web forms you can do in Excel In fact Excel allows for even greater functionality because you can use normal Excel features such as Freezing window panes cell references and formulas Navigating Forms in Smart View The forms you access via Smart View will look and feel very similar but not identical to the web forms e Cell Shading In Smart View cell colors are somewhat different Writable cells are light yellow instead of white Unsaved cells are dark yellow SEEE EEE Course Manual Page 24 UPlan Smart View Training e Expand Collapse To drill down or expand a dimension double click on members with a sign such as YearTotal double right click to collapse zoom out such as Months e Point of View To retrieve data for another intersection use the drop down menus in the POV at th
31. the title codes assigned to an individual employee An employee can have multiple title codes Title Codes are organized in several hierarchies including a hierarchy by Title Unit Code To look up a Title Code and its Title Unit Code refer to the Title Code lookup in MyReports Inquiry Reports Tab the Controller s Office website Inquiry Reports Tab or the HR website Smart View users should use the All Title Codes or Employee Type hierarchies for data RET Course Manual Page 19 UPlan Smart View Training retrievals The Input hierarchy is only used to facilitate Global Assumptions processes and contains no data Employee Name The Employee Name dimension is set up exactly as it is in web forms Employee names are listed alphabetically based on last name and are grouped by alphabet e g A C D H I L M Q R T and U Z Project The Project dimension is set up exactly as it is in web forms The hierarchy includes the Project Use as well as individual Project IDs Account The Account dimension is essentially the same in Smart View as the web except all accounts are included within this dimension in two separate hierarchies one hierarchy is for Employee accounts and the other is for General Planning accounts For a full Account listing you can right click on any account in any form gt hover over Smart View gt click Add Account gt a dialog box called Member Selection appears gt click the magnifying glass button
32. trl S Saves aversion of your Does not send data Only use if you have formulas cell Save form to your computer to the UPlan references or supplemental data in database your workbook if you do save your workbook locally always use it to make further changes to your plan forecast Refresh Refreshes the data on Does not save or If you have made a mistake that has your form with current submit any changes not yet been submitted to UPlan and data from the database you made except want to start over for the POV selected formulas are retained Submit Sends data to the Does not save data Often while you don t need to submit Data UPlan database locally cannot Undo data every time you make a change after you Submit submitting frequently ensures you Data don t lose your work Open Re opens your form Does not save or Only as a last resort Form with current data from submit any changes the UPlan database for you make including the POV selected formulas User Support for UPlan Smart View Troubleshooting What do do if Smart View becomes disabled in my Excel app 1 Open Excel and go to File gt Options gt Add Ins 2 On the Manage drop down list at the bottom of the Options window select Disabled Items and click Go SST Course Manual Page 30 UPlan Smart View Training Generali ETN view and manage Microsoft Oiiice Add ins Formulas Proofing Add ins Targ Mame Logcatigr Type
33. ur data is categorized within the UPlan system In Smart View you may notice some dimensions or members that are hidden in the web interface as described below Period The Period dimension contains an additional member called Admin_ Period that is hidden in web forms This member should not be used for retrievals as it has no data associated with it Years The Years dimension contains members for years not currently included on the General Planning and Employee Planning forms i e 2012 13 2017 18 In General Planning and Employee Planning there is no data associated with the outlying years so they should not be used Scenario The Scenario dimension is set up exactly as it is in web forms Version The Version dimension contains a What If member that is hidden in the web forms This member should not be used for retrievals as it currently contains no data Fund The Fund dimension contains an additional group of members under a hierarchy called Global Assumptions Funds These members are used within UPlan to assist the Global Assumption process and have no data associated with them so they should not be used DeptiD The DeptID dimension contains an additional group of members under a hierarchy called Input DeptID These members are used within UPlan to assist the Global Assumption process and have no data associated with them so they should not be used Title Code The Title Code dimension is used to identify
Download Pdf Manuals
Related Search