Download - L22 analyzing data using smart view
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22Analyzing Data Using Smart View
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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
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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.
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Smart View Installation Components
• Server-side provider
• Client component
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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.
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Connecting to Data Sources
Use Data Source Manager to establish a connection to a Financial Management data source.
Switch To
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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.
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Changing the Point of View
Use the POV toolbar to change the point of view.
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Changing Members
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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.
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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.
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Displaying Cell Text
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Adding Formulas and Formatting
Use the Capture Formatting menu command to preserve data cell formats.
Cell with formula
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Creating Free-form Worksheets
You can create ad hoc queries quickly by typing member labels on the worksheet.
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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.
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Submitting Data
Submit data back to Financial Management
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Working with Data Forms in Smart View
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Functions in Smart View
Use functions to send data from worksheets to data sources and from data sources to worksheets.
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Function Builder
Manual entry
Methods for Creating Functions
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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
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Select a function.
Select members.
Click Add to Function.
Review the function.
Creating Functions
The Function Builder provides a graphical interface for creating functions.
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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.
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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