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Financial Management
22. Analyzing Data Using Smart View
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 import data and images from
Hyperion products into Office.
Smart View Installation Components
Icon for
active
connection
Ad Hoc Analysis Tool Overview
The Entity
dimension
is pivoted to
the rows.
Displaying Cell Text
Adding Formulas and Formatting
You can create ad hoc queries quickly by typing member labels on the
worksheet.
Using Data Forms in Smart View
Submitting Data Overview
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.
USD
GBP
Use functions to send data from worksheets to data sources and from data sources to
worksheets.
Methods for Creating Functions
Manual entry
Function Builder
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
Creating Functions
Select a function.
Select members.
When you work with functions, the system retrieves and calculates values for the point of
view dimension settings from the data source, unless you specify different settings.
Use the POV Manager to define the dimension settings.
POV Manager
Scenario Entity
Year Period Value
View C1..C4
Account ICP
The POV Manager
To change
members,
click the Edit
button.
Background
point of view
members.
Summary