10

Creating Reports with Smart View

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 Objectives

After completing this lesson, you should be able to:

Update Essbase data
Integrate Essbase data with Microsoft Office
Create shared database perspectives
Create custom reports

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 Updating Essbase Data

Adjusting data
Submitting data
Calculating data

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 Adjusting Data Values

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 Submitting Data

Provider Services sends adjusted Database cells

User submits data. cells to the Essbase server. are updated.

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 Calculating Data

Before calculation After calculation

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 Integrating Essbase Data with Microsoft Office

Dynamic data points

Linked views

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 Copying Dynamic Data Points

Copy data points Paste data points into Word,

from Excel PowerPoint, or another
Excel worksheet

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 Visualizing Dynamic Data Points

Link back to the original

query in Excel
Select a dynamic data point
in Word or PowerPoint

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 Creating Shared Database Perspectives

Leveraged by users:
As a predefined starting point for ad hoc operations
As a starting point for customized data filters
To create report components in Report Designer

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 Creating Smart Slices

Smart View panel Smart Slice designer

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Setting Smart Slice Preferences

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 Creating Custom Reports

Insert a smart slice into a report

Modify a smart slice and insert it
into a report
Smart slice

Smart slice
in Report Designer

Modified smart slice

in Report Designer

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 Interactive Report Components

Reporting objects:
Function grid
Table
Chart
Controls:
POV
Slider

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 Creating Reports with Report Designer

1. Insert smart slices into Report Designer.

2. Insert report components into the report by attaching them
to specific smart slices.
3. Format the report.
Report Designer
toolbar
Design Mode toggle
for formatting
sliders, tables, and
charts

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 Quiz

When you submit data from Smart View, all cells in the data
grid are submitted.
1. True
2. False

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

 Quiz

Select the correct term for data points that enable you to view
and refresh Essbase data in PowerPoint and Word.
1. Live data points
2. Active data points
3. Refreshable data points
4. Dynamic data points

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

 Quiz

Select the statements that are true about smart slices.

1. Any user can create smart slices.
2. Smart slices are stored locally within a worksheet.
3. Users can leverage smart slices to create report
components.
4. Users can filter smart slices by creating a subquery.

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

 Quiz

Select the report components that are available in Report

Designer.
1. Tables
2. Ad hoc grids
3. Function grids
4. Charts
5. Sliders

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

 Summary

In this lesson, you should have learned to:

Update Essbase data
Integrate Essbase data with Microsoft Office
Create shared database perspectives
Create custom reports

Copyright 2011, Oracle and/or its affiliates. All rights reserved.