Smart View

Smart View is an add-in for all Microsoft Office programs that can be installed from the Hyperion Planning system. It is a powerful data analysis tool that allows users to connect to the Planning server (Essbase) to access and work with Hyperion data in Excel.

Videos

• Running a Report in Hyperion and Exporting it in Query Ready Mode to Smart View - 7 min
• Opening Hyperion Forms in Smart View - 6 min
• Doing Ad Hoc Analysis in Smart View - 4:50 min

Classroom Training Materials

• Smart View for Planning/Essbase - Fundamentals and Advanced Training Guide

Online Training Materials

• Smart View for Reporting Training Guide
• Quick Reference Guides
  • Installing and Configuring Smart View
  • Setting Options in Smart View
  • Opening an Existing Report
  • Using a Report as a Starting Point for Ad Hoc Analysis
  • Using a Report to Create Multiple Tabs with Different POVs
  • Creating an Ad Hoc Report from Scratch

Additional Reference Materials

• Configurations for Hyperion
  • Internet Explorer
  • Firefox