Budget Process Tools:

Smart View Ad Hoc Basics 1

10.27.16

CalPlan HCP CalRptg HCPRptg Smart View

(Human Capital Planning)

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 1

“An ad hoc committee”

What is your particular purpose

for querying into your
CalPlanning data with
Smart View ?

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 2

 Agenda

1 Smart View Defined

2 Map the Smart View Key Ad Hoc Grid Components

3 Setting Options
4 Zooming and Removing Data in the Ad Hoc Grid
5 Smart View Resources

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 3

Smart View Ad Hoc Basics 1 Learning Objectives
• Explain how and when you can use Smart View and the
Oracle Essbase connection
• Define the key components of the Ad Hoc Grid
• Practice navigating basic Smart View Ad Hoc functionality,
including how to
• Select Dimension Members
• Maneuver the Point of View
• Set User Options
• Locate and manage data display in the grid
• Refresh and save data
• Identify where to go to access Smart View and get
support

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 4

Smart View Ad Hoc Basics 2 Learning Objectives

• Review how and when you can use Smart View and the
Essbase connection
• Discuss your Smart View Ad Hoc queries
• Practice navigating Smart View Ad Hoc functionality
including how to
• Create multiple POVs within a grid
• Pivot Dimensions
• Cascade a report across multiple entities
• Explore Importing CalPlanning Reports into Smart View
• Identify where to go to access Smart View and get
support

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 5

Smart View Ad Hoc Basics 1 Materials

Classroom Handouts
• Smart View Ad Hoc Basics 1 Slide Presentation
• Smart View Ad Hoc Basics Exercise Guide

On-Line
• Training Evaluation
• Smart View Job Aids and Materials

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 6

 Agenda

1 Smart View Defined

2 Map the Smart View Key Ad Hoc Grid Components

3 Setting Options
4 Zooming and Removing Data in the Ad Hoc Grid
5 Smart View Resources

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 7

Smart View Defined Smart View

Smart View is a Microsoft Smart View provides:

Office add-in for use in Excel,
• Ad hoc query capability within
Word, & PowerPoint that
MS Excel
provides access to
CalPlanning data from • Access to live data to develop
user specific queries
• CalPlan
• CalRptg • Data analysis results stored as
Excel documents
• HCPRptg
• Imports query ready or formatted
CalPlan, CalRptg & HCPRptg
financial reports into Excel
• Imports financial reports into
MS Word or PowerPoint as
document image

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 8

Flow and Timing In Our Financial Landscape Job Aid

BFS/BAIRS CALPLANNING HR
TBD for FY2017-18
Planning Annual
5xDaily * Snapshot
Summarized
Compensation
Plans
Detailed
Employee &
Position Data
HCM
HCP
Human Capital
BAIRS
CalPlan
Management
HCM snapshot on
Berkeley Administrative Human Capital Planning 1/tbd/2017 of Position
Initiative Reporting System active data from Management
7/01/2016 and
forward.
Nightly
Actuals &
Encumbrances Monthly 5xDaily* 5xDaily * Nightly
Summarized Actuals Operating Detailed Position Detailed
Budget & & Employee Employee &
Forecast Plan Compensation Position Data
Data Plans
Nightly
BFS Actuals
Berkeley Financial
Monthly
System
Smart View Detailed
Employee
Payroll & FTE
Actuals
PPS
Payroll Personnel
CalRptg ` HCPRptg System

Reporting

* Data pushes every three hours between 9:00am and 9:00pm. Check [Link]
for more on the data push schedule and updates to CalPlanning system availability.

9
Smart View via CalPlan vs. CalRptg cube?

CalPlan CalRptg
POV POV

CalPlan Cube CalRptg Cube

• Read Only Access available for • Read Only access for Planners and
Planner roles Reporting Only roles
• Plan values by: • Plan values & detailed Actual data (daily) by:
• Account • Account
• Fund • Fund
• Chartfield 1 • Chart1
• Subset of Dimensions Available • Access to additional Dimensions
• Actual data mapped to Plan Only • Time Series- YTD, QTD, MTD, rounding
Members • Chartfield 2
• Program Code

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 10

Available Dimensions in CalPlanning Tools
Dimension CalRptg CalPlan HCP HCPRptg Smart View
Year √ √ √ √
Period √ √ √ √
Scenario √ √ √ √
Version √ √ √ √
Account √ √ √* √*
Entity √ √ √ √
Fund √ √ √ √ * HCP and
Mirrors HCPRptg only
Chart1 √ √ √ √ Source Tool include
Compensation
Availability related
Chart2 √ √
accounts
Time Series √ √
Program Code √ √
Employee √ √
Position √ √
Earn Code √
Job Code √

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 11

Smart View Connections

3 Smart View Shared Connection:

1. Essbase: Creates ad hoc queries from CalPlanning data cubes.
2. Hyperion Planning: Open data input forms from CalPlan and HCP.
Smart View forms offer same functionality as those in CalPlanning
Workspace.
3. Reporting and Analysis Framework: Import financial reports
from CalPlan, CalRptg and HCPRptg in fully formatted or query ready
format for further ad hoc analysis.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 12

Smart View & Essbase Ribbons
Once Smart View is installed on your desktop or accessed via Citrix,
MS Office applications will display a Smart View Tab and Ribbon.

Once you login and connect to Smart View an Essbase Tab and
Ribbon will display.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 13

Accessing Smart View via CITRIX
CITRIX remote desktop provides an easy way to access Smart View in addition to
CalPlanning and avoids any browser compatibility issues.

1. Click the CITRIX link 2. Download the Citrix 3. Select Smart View
on the CalPlanning receiver (1st time only)
website: and login using your
[Link] CalNet ID & password
[Link]/systems/cal
planning

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 14

Connecting to Essbase in MS Excel 1 of 2
1. Open MS Excel.
2. Go to the Smart View ribbon and click the Panel icon.

3. From the Smart View Panel click on Shared Connections. You will be
prompted to enter your User Name and Password*.

*User Name and Password are your CalNet ID and Passphrase.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 15
Connecting to Essbase in MS Excel 2 of 2
4. Choose Oracle Essbase in the “Select Server to proceed” dropdown

5. Drill into the EssbaseCluster-1 to

find silo CalRptg → CalRptg cube

6. Click on Ad hoc analysis at the

bottom left-hand corner to connect
to the CalRptg cube

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 16

Let’s practice Getting Started in Smart View!

Smart View Ad Hoc Basics 1

Exercise 1

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 17

 Agenda

1 Smart View Defined

2 Map the Smart View Key Ad Hoc Grid Components

3 Setting Options
4 Zooming and Removing Data in the Ad Hoc Grid
5 Smart View Resources

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 18

Smart View Ad Hoc Key Components
After this section, you should be able to:
 Describe the components of a Smart View Ad Hoc grid
 Locate and describe key icons on the Essbase Ribbon
 Toggle your Point of View (POV) from the default to the grid
 Edit dimension members in
1. Member Selection dialog boxes
2. POV dialog box
3. Directly in fields with free form entry
 Create and refresh ad hoc query
 Disconnect from Essbase

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 19

Default Ad Hoc Grid

Once connected to Essbase, Smart View displays the

• Essbase tab and ribbon
• Default Point of View (POV) in Row 1 of the sheet
• Account dimension in the row display area
• Period dimension in the column display area
• Intersection of data in cell B3, 853903095.1

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 20

Essbase Ribbon - POV
Clicking the POV icon on the Essbase ribbon moves the POV between
the default position in Row 1 of the ad hoc grid to a floating POV Box in the ad
hoc grid with Row 1 hidden. B3 is the intersection of POV

Default POV

Click POV

Floating POV

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 21

Setting Your POV is KEY!
1

4
2

3
Smart View offers 4 options to edit your POV:
1. Essbase Ribbon Member Selection
2. Dimension Label Drop Down Member Selection
3. Free Form Entry
4. POV Dialog Box
• Each Dimension in the POV defaults to the top level member.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 22

Selecting POV Dimension Members
Option 1: Essbase Ribbon Member Selection
2
1. Click the Dimension label cell in
the default POV row.
2. Click Member Selection on the
Essbase Ribbon
3. From the Member Selection
dialog box, select the members Default POV Row
from the right-hand section by 1
clicking on the member.
4. Click on the left-pointing arrow
to remove.
5. Check the box next to the 3
member in the left hand section 6
that you want to include. 5
6. Click on the right-to right-hand
pointing arrow to move it 4
section. 7
7. Click “OK.”

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 23

Selecting POV Dimension Members
Option 2: Dimension Label Drop Down Member Selection
1. Click the Dimension label cell in
the default POV row.
2. Click on the arro
3. Either type the member name in 2
the text field
1
3
4. From the Member Selection
dialog box, first remove members
from the right-hand section by
clicking on the member and then
clicking on the left-pointing
arrow.
5
5. Then check the box next to the 4
member you want to include.
6. Click on the right-to right-hand 3
pointing arrow to move it
section.
6

7. Click “OK.”
CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 24
Selecting POV Dimension Members
Option 3: Free Form Entry
Member names can also be typed directly into the cells

Type Total Expenses into the Account cell and click Refresh

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 25

Selecting POV Dimension Members
Option 4: Floating POV Box

2
1
1. Click on the POV icon in the Essbase ribbon
to create a floating POV box
2. Click on the ellipsis “…” from the Dimension
drop-down to select a member
3. The Member Selection window will appear.
Move members out of the selection pane
3
on the right by clicking the left-pointing
arrow. 4

4. Check the box in front of the member

5
5. Click the right-pointing arrow to move it to
the Selection Pane.
6. Click OK. 6
CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 26
Account Options in Smart View

 Primary Account Hierarchy - Allows users to access the CalPlanning

Account Hierarchy
 Alternate Account Hierarchy - Allows users to access hierarchies
created by request for alternate reporting, such as a hierarchy showing
Recharge as Revenue
 Unknown Account Hierarchy – Not valid for reporting

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 27

Refresh – Smart View & Essbase Ribbons

Refresh - retrieves data from the reporting cube based on

POV member selections and updates the appropriate cells in
the ad hoc grid

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 28

Setting Your POV

Smart View Ad Hoc Basics

Exercises 2

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 29

Smart View Undo Smart View Redo

Smart View provides Undo and Redo functionality to

revert to and return to previous selections.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 30

Saving Essbase Files in Smart View
Saving Ad Hoc Queries Sheet Reuse Options
Save your Smart View ad hoc • Select how you would like to reuse
query as an Excel document for the content on an existing query.
future use! • Once saved, reopen and reconnect
to the database to refresh data.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 31

Recently Used Connections
Once you have made a connection to Smart View, you will be able to
connect using the Recently Used connections.
Simply click the Home icon on the connection panel and you will be
prompted to enter your User Name and Password to connect. You will
bypass the “Shared Connections” process.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 32

 Speed POV: Last Year’s Revenue
When creating your Smart View ad hoc query, begin by asking
• What question(s) am I trying to solve for with this ad hoc analysis?
• What POV intersection of will return the data needed to answer?

a. What were the total revenues for the College of Natural

Resources in FY16 by current funds?
What POV member selections will return your answer?
*

*Staying at a high level member will ensure you are capturing all data in that hierarchy.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 33

Speed POV: Revenue This Year

b. What is the total revenue so far this year in the College of

Natural Resources for current funds?
What POV member selections will return your answer?

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 34

Speed POV: Revenue & Expenses This Year

c. What are the total revenues and expenses by current funds

in the College of Natural Resources so far this year?
What member selections will return your answer?

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 35

Speed POV: Forecasted Total Expenses &
Revenues & Transfers This Year

d. What are the forecasted total revenues & transfers and

expenses by current funds in the College of Natural
Resources this year?

What POV member selections will return your answer?

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 36

Speed POV: Forecasted vs Actual Total
Expenses & Revenues & Transfers by Like
Timeframe
e. What is the College of Natural Resource’s forecasted total
expenses, total revenues & transfers to date compared to
last year’s Actual to date by current funds?
What POV member selections will return your answer?

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 37

 Agenda

1 Smart View Defined

2 Map the Smart View Key Ad Hoc Grid Components

3 Setting Options
4 Zooming and Removing Data in the Ad Hoc Grid
5 Smart View Resources

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 38

Smart View Options
Options or user preferences in Smart View offer flexibility in accessing and
displaying query data and are a key component to the power of Essbase.

• The Options menu in

Smart View allows
you to set application
preferences
• Different Options are
recommended for
different connections
and queries

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 39

Member Options: Names and Alias
• Member Name and Alias -Displays both member name and alias in row
dimensions.
• Additional column will be added to show one column with member
name and one column with alias.

Member
Name Alias

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 40

Essbase: Change Alias
• Alias Table = Default: Displays alias & member name for all dimensions.
• Alias Table = None: Displays member name only for all dimensions.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 41

Member Options – Formulas and Formatting
Preserve Formulas and Comments:
• If unchecked, formulas and comments will be lost on all ad hoc commands.
Formula and Format Fill:
• Propagates formulas and formatting of selected member to zoomed members.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 42

Smart View Options – Data Options
Suppress Rows
• Must be unchecked to start an ad hoc query.
• Once a query is started, you can choose to suppress rows that have ‘0’ or missing
data.

Replacement
• Determine the
method for
displaying no data or
no access
• Recommended to
select #NumericZero
for no data to allow
for Excel calculations

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 43

Smart View Options - Formatting
Use Excel Formatting:
• Check to use Excel formulas and formatting options correctly.
• Unchecked, Smart View formatting will override Excel formatting.
• Unchecked, data refreshes or movement of dimension within the ad hoc
grid will override Excel formatting.
• Check Move Formatting on Operations to dynamically move Excel
formatting when changing the Smart View query.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 44

Saving Smart View Options
Save as Default Options
• Once all options settings are made, select the dropdown arrow next to ‘OK’
and Save as Default Options
• NOTE: Updating the Suppress Rows option should be unchecked

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 45

Error: Remove Suppress Missing and Zero
• If you get this common error when
selecting the Ad Hoc Grid, it means
that your Smart View Data Options
are suppressing “No Data /Missing”
and “Zero.”
• To fix, simply click on the Options Box
in the Smart View Ribbon and Select
“Data Options”. Uncheck the box for
Suppress Rows “No Data/ Missing”
and “Zero.”
• Click on Ad Hoc Grid and your POV
and data intersection will appear.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 46

Setting Smart View Options

Smart View Ad Hoc Basics

Exercise 4

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 47

 Agenda

1 Smart View Defined

2 Map the Smart View Key Ad Hoc Grid Components

3 Setting Options
4 Zooming and Removing Data in the Ad Hoc Grid
5 Smart View Resources

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 48

Essbase Ribbon Features

• Zoom In
• Zoom Out
• Keep Only
• Remove Only
• Member Selection
• Refresh
CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 49
Zoom In & Zoom Out

• Zoom In: drills down to display lower level members

within the selected dimension hierarchy
• Zoom Out: drills up to display higher level members
within the selected dimension hierarchy

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 50

Zoom In Options Defined
Next Level
• Retrieve data for the children of the selected members.
All Levels
• Retrieve data for all descendants of the selected
members.
Bottom Level
• Retrieve data for the lowest level of members in the
selected dimension.
Same Level
• Retrieve data for all members at the same level as the
selected member.
Sibling Level
• Retrieve data for the siblings of the selected members.
Same Generation
• Retrieve data for all members of the same generation as
the selected members.
Formulas
• Retrieve data for all members referenced in the formula
or consolidation of the selected member.
CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 51
 Zoom In Option Settings
• Zoom In Option Settings: determines to what level clicking the
Zoom icons will go
2

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 52

Keep Only & Remove Only
• Keep Only: Allows you to display only specific selected member(s)
• Remove Only: Allows you to delete only specific selected
member(s)
2

Note: This functionality only works when selecting members from one dimension at a time.
CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 53
Opening a Saved Smart View Workbook

Smart View Ad Hoc Basics

Exercise 5

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 54

Practice

Smart View Ad Hoc Basics

Exercise 6

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 55

Build a SRECNA from Scratch!

Smart View Ad Hoc Basics

Homework

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 56

 Agenda

1 Smart View Defined

2 Map the Smart View Key Ad Hoc Grid Components

3 Setting Options
4 Zooming and Removing Data in the Ad Hoc Grid
5 Smart View Resources

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 57

Budget Process Calendar on bConnected
Follow these steps to display the Budget Process calendar within your
bConnected calendar
1. From bConnected calendar navigate to
the left frame
2. In the Other calendars field type
Budget_Process to locate
“Budget_Process Departmental”
<budget_process@[Link]>
3. Click on Budget_Process Departmental
link display the calendar in your list of
Other calendars
4. Select the Budget Process Calendar
when you would like to review
upcoming Budget related events
relevant to CalPlanning Community
Members within your calenda

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 58

 CalPlanning Website
Check out the
CalPlanning website
for up to date info on:
• Browser and Citrix Links
to the CalPlanning
Workspace
• Training, reference
materials and local unit
support
• Latest news and system
updates
• Monthly Actuals Upload
Schedule
• Help Desk Information

[Link]
CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 59
CalPlanning Availability & Data Push Schedule
CalPlanning Availability CalPlanning Data Push Schedule
• Available: Monday – Friday, CalPlanning plan data is pushed from
8am-5pm with technical •HCP to both CalPlan and HCPRptg
and from
support, except University
•CalPlan to CalRptg
holidays 5 times daily in the first 15 minutes of the
• Available: Monday – Friday, hour starting at 9:00am and then every
7am-8am, 5pm-3am, and three hours until 9:00pm.
weekends but without
technical support Do not run CalPlanning reports (CalPlan,
CalRptg, HCPRptg and Smart View) for
• Unavailable: 3am-7am daily the first 15 minutes of the push hours to
avoid an incomplete refresh of your data.
Data Push Schedule*
9:00am - 9:15am
12:00pm - 12:15pm
3:00pm - 3:15pm
6:00pm - 6:15pm
9:00pm - 9:15pm

*Do not run reports during the push

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 60
Smart View Resources [Link]

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 61

Smart View Installation for PC
• To use Smart View, the software add-in needs to be installed on your
computer. You will need to work with your local IT personnel for this
installation.

• The Smart View add-in and installation instructions are available at

Software Central and is titled “Smart View Plug-In for Cal Planning”:

[Link]

• The Smart View add-in installation adds a new menu and toolbar.

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 62

System Requirements for CalPlanning
Access the web-based Workspace at either:
• [Link]
• [Link]

Details on the system requirements for CalPlanning (including

Mac access)
The Help Desk-supported system requirements for CalPlanning
are:
• Internet Explorer 10.x and Internet Explorer 11 with Enterprise
Mode
• Windows 7 & 8.1
• Microsoft Office 2007, 2010 or 2013
• Adobe Acrobat Reader 7.0+ or higher

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 63

 Support: Technical and Non-Technical

For technical help with the CalPlanning tool (including logging into or
using CalPlan, CalRptg, HCP, HCPRptg and Smart View), contact:
• CalPlanning Help Desk
 Hours: 8 a.m. to 5 p.m., Monday - Friday, except for University holidays
 E-mail: calplanhelp@[Link]
 Phone: (510) 664-9000, Phone Tree: Option 1 (IT), Option 2, then Option 4 (CalPlanning)

For non-technical Budget Process help including questions about your

Division’s requirements, decisions for your unit and your CalPlanning
access contact your
• local CalPlanning Support Person
• Divisional Finance Leader (DFL)
• Campus Budget Office/Portfolio Budget Office (PBO)
 Email: budget@[Link]
 Website: [Link]

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 64

 APPENDIX

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 65

Smart View Ribbon

When you connect to any of the MS Office applications you should see a
Smart View Ribbon:

GROUP BUTTON DESCRIPTION

Panel Allows you to open the Smart View Panel
Start
Connections Displays active or recently used connections
Undo/Redo Allows you to undo or redo your last operation
Edit Copy Data Point/Paste Data Point Allows you to copy a data point or paste a previously copied data point
Functions Allows you to Open the POV Manager or build a function formula
Refresh Refresh the data on the current worksheet from the data source
Data
Submit Data Submits data entered via Smart View
Options Allows you to set how data is displayed
Help Opens Smart View online help
General
Sheet Info Displays general and connection information for the worksheet
More Additional worksheet options

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 66

Essbase Ribbon
This ribbon opens once you have connected to Essbase

GROUP BUTTON DESCRIPTION

Zooms in/out to members within the selected dimension hierarchy. Option include: Next Level, All Levels, Bottom Level, Same
Zoom In/Zoom Out Level, Sibling Level, Same Generation, Formulas
Pivot Pivots dimensions from rows to columns or columns to rows. Options include: Pivot (on grid) Pivot To POV
Keep Only/Remove Only Keeps or removes members and associated data for the highlighted cell(s)
Member Selection Opens the Member Selection dialog box
Query Opens options to design a query. Options include: Query Designer, Run Report, Execute MDX, Data Filter
Analysis Member Information Displays information about the selected member: generation, level, formulas, comments, attributes, UDAs
Preserves the cell formatting. This option is not available when the Use Excel Formatting checkbox has been selected in the
Preserve Format Options menu.
Change Alias Opens Alias Table which allows toggle between display member aliases or not
Data Perspective Tracks changes in values across an independent dimension
Smart Slice Saves the current grid as a Smart Slice
Cascade Creates separate reports on any dimension. Options include: Same Workbook, New Workbook, Different Workbook
Refreshes the data on the current worksheet from the data source. Options include: Refresh (current worksheet only), Refresh all
Refresh Worksheets
POV Displays/hides the POV dialog box
View Comments From a list of all comments on the grid, select comments to view or edit
Calculate Recalculates the database after submitting changed data to see the results of the change
Data
Visualize Displays selected dynamic data in an Excel grid or in Visual Explorer
Drill-through Displays a list of available drill-through reports for the selected cell
Linked Objects Associates cell notes, external files, and URLs with the selected data cell
Adjust Adjusts the value of the selected data cells by a percentage or fixed value
Submit Data Submits data entered via Smart View

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 67

Key Concepts – Hierarchy Terms
Hierarchy: Understanding the Hyperion Family Tree
Parent:
A member that has an aggregated branch (children)
below it
• E.g. Q1 is the parent to Jul, Aug, and Sep
Children:
Members that roll up to a parent
• E.g. Jul, Aug, and Sep are children of the parent Q1
Descendants:
All the members, regardless of whether they are
children or parents in the hierarchy, that report
under a particular member
• E.g. Quarters and months are descendants of Year Total

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 68

Key Concepts – Generation vs. Levels

Generation:
A layer in a hierarchical tree structure that defines
member relationships in Essbase. Essbase orders
generations incrementally from the top of the
dimension (root) hierarchy to the bottom (leaf).
Levels:
A branch within a dimension. The levels are
numbered incrementally from the leaf member
(level 0) towards the root

CalPlanning | Training CalPlanning Smart View Ad Hoc Basics 1 October 2016 69