l22 analyzing data using smart view

22Analyzing Data Using Smart View

Objectives

After completing this lesson, you should be able to:

• Describe Smart View

• Connect to data sources

• View data with Ad Hoc Analysis tool

• Add formulas and worksheets

• Work with data forms in Smart View

• Create functions in Smart View

Smart View Overview

• 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 retrieve Financial Management data into Office.

Smart View Installation Components

• Server-side provider

• Client component

Typical Business Process for Smart View

Save spreadsheet and submit data back to Financial Management (optional).

Connect to a data source.

View and analyze data in a spreadsheet.

Connecting to Data Sources

Use Data Source Manager to establish a connection to a Financial Management data source.

Switch To

Viewing and Analyzing Data with the Ad Hoc Analysis Tool

• Use the Ad Hoc Analysis tool to analyze data from a data source.

• After you connect to a data source and open a worksheet, open the default grid to begin analysis. (The default grid is specific to the data source.)

• Drag and drop dimension members directly onto the spreadsheet.

• Create free-form ad hoc queries by typing member names directly on the spreadsheet.

Changing the Point of View

Use the POV toolbar to change the point of view.

Changing Members

Drilling Down and Up Dimension Hierarchies

• To drill down or up, double-click the member or use the toolbar icons.

• Options determine the next level for drilling down.

Pivoting Dimensions

Drag dimensions from the POV toolbar to the rows or columns.

Right-click and drag to pivot row or column dimensions or to move them to the POV toolbar.

Displaying Cell Text

Adding Formulas and Formatting

Use the Capture Formatting menu command to preserve data cell formats.

Cell with formula

Creating Free-form Worksheets

You can create ad hoc queries quickly by typing member labels on the worksheet.

Calculate data Consolidate data

USD

GBP

Translate data

Calculating, Translating, and Consolidating in Smart View

• 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.

Submitting Data

Submit data back to Financial Management

Working with Data Forms in Smart View

Functions in Smart View

Use functions to send data from worksheets to data sources and from data sources to worksheets.

Function Builder

Manual entry

Methods for Creating Functions

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

Select a function.

Select members.

Click Add to Function.

Review the function.

Creating Functions

The Function Builder provides a graphical interface for creating functions.

Setting the Point of View

Use the POV Manager to define the dimension settings.

Backgroundpoint of view

members.

To change members, click the Edit button.

Summary

In this lesson, you should have learned to:

• Describe Smart View

• Connect to data sources

• View data with the Ad Hoc Analysis tool

• Add formulas and worksheets

• Work with data forms in Smart View

• Create functions in Smart View