Smart Start 4 Workbook

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Baba Flores

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Aug 5, 2024, 3:54:59 AM8/5/24
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This section includes new features in Release 11.1.2.5.700. To review the list of new features from earlier releases, use the Cumulative Feature Overview tool. This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of new feature descriptions. This tool is available here:


Smart View renders the form information as a chart in PowerPoint. You can use the chart tools in PowerPoint to change the chart design and format. You can insert a Smart View POV reporting object to change the POV of the chart. You can also insert a table to see the chart data in table format.


The Oracle Journals extension now supports opening Oracle Hyperion Financial Management journal reports in Excel. You can view journal reports to check journal status and to review journal adjustments.


HypExecuteCalcScriptString () executes a calculation script along with substitution variables. This function allows you to customize the script string, or use portions of strings from different calculation scripts.


A new Smart View function, HsAlias, is now available. The HsAlias function displays the alias of the specified dimension member. This function is supported for Oracle Planning and Budgeting Cloud platform services, including Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, and Oracle Tax Reporting Cloud.


The HsDescription function is now supported by Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud, and Oracle Analytics Cloud - Essbase.


The Oracle Disclosure Management Option for Enterprise Performance Reporting Cloud, available for use under a separate license, allows users to develop their regulatory filings in a unified, collaborative environment. SEC filers, for example, may generate both XBRL and EDGAR HTML filing outputs from the same source, ensuring 100% validation of XBRL filings. It also emphasizes reuse and efficiency through its easy-to-use rollover process, providing XBRL tag migration and variable-driven smart text.


Starting with the 17.07 update, when you insert a Microsoft Word table of contents into a doclet, you can now choose automatic or custom types. Automatic or custom tables of contents are updated whenever the doclet is merged into the report package (for example, by previewing the report package or section).


When the report package owner enables the author phase of a report package, then, by default, all doclets must be assigned to at least one author. However, certain types of boilerplate doclets (for example, copyright statements) may not need to be updated or authored on a regular basis. The report package owner now has the ability to exclude these doclets from the author phase of report package development. When a doclet is excluded from the author phase, authors will not see the doclet listed in the report package.


Smart View now supports working directly with Close Manager tasks and schedules, as well as supplemental data. Users can view a list of their current tasks and submit and approve them from Smart View. To accomplish this, you install the new Close Management extension for Smart View, along with the Supplemental Data extension, introduced in an earlier update.


From the Downloads page of your service, install the Smart View Extension for Close and Supplemental Data Management. The two extensions are installed from this single installer. After installation, when you open Excel, you will see new ribbons labeled Close Tasks and Supplemental Data.


See Working with Oracle Financial Consolidation and Close Cloud or Working with Oracle Tax Reporting Cloud for information on using these extensions. For instructions on installing the extensions, see Getting Started with Oracle Financial Consolidation and Close Cloud or Getting Started with Oracle Tax Reporting Cloud.


Smart View allows users to connect to Oracle Analytics Cloud and utilize the content created in dashboards and analyses. In addition to working with content created in Oracle Analytics Cloud, Smart View users can create views with the View Designer, using Oracle Analytics Cloud as the data source. The views created can then be published to the Oracle Analytics Cloud, where they can be edited further.


Administrators can now use Excel to manage applications in Smart View. Using a downloadable Excel workbook template, you can quickly create Planning applications in Smart View. By editing worksheets within the application template workbook, you define application properties, dimension and member properties, security (access permissions), and substitution variables. You can also load data from the template. Once the application is created, it is available to users from Smart View, Oracle Planning and Budgeting Cloud, or Oracle Enterprise Planning and Budgeting Cloud. The application can be further edited, updated, and deleted in Smart View. See Administering Planning for Oracle Planning and Budgeting Cloud for more information.


Oracle Planning and Budgeting Cloud 17.06+ and Oracle Enterprise Planning and Budgeting Cloud 17.06+ now support interoperability with Google Chrome and Smart View 11.1.2.5.700+. In Oracle Planning and Budgeting Cloud or Oracle Enterprise Planning and Budgeting Cloud, you may select Open In Smart View to access the same data in Office. Conversely, you may launch Chrome from Smart View to access Oracle Planning and Budgeting Cloud or Oracle Enterprise Planning and Budgeting Cloud when performing drill-through operations.


Strategic Modeling combines a set of rich financial forecasting and modeling features with built-in on-the-fly scenario analysis and modeling capabilities. It helps users quickly model and evaluate financial scenarios, and offers out-of-the-box treasury capabilities for sophisticated debt and capital structure management. It provides a compelling solution that can be used to set targets, perform quick financial impact analysis, and present focused financial data for informed decision making.


Integration with Smart View and the Strategic Modeling extension provides a familiar interface for creating models, designing custom reports, and adding and editing account groups and dataviews. Additionally, it provides features such as:


Oracle Analytics Cloud - Essbase is a subscription-based business analytics solution that is built for and deployed on Oracle Cloud. With Smart View, users interact with Oracle Analytics Cloud - Essbase data in Microsoft Office to analyze, model, collaborate, and report.


Cube Designer helps you to design, create, and modify application workbooks that meet strict layout and syntax requirements. You can also use options on the Cube Designer ribbon to perform a number of cube management tasks, such as loading data, editing formulas and viewing jobs.

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