Oracle Smart View for EPM Cloud End Users

Date
On-Demand
Cost
$625
Location
Live Virtual Classroom Training

Course Description:

This training course will teach students how to use the Smart View Microsoft add-in against Oracle EPM Cloud data source(s) (Planning Cloud and FCC Cloud). Students will learn how to access Oracle content and applications, create and run ad hoc queries, set preferences and much more. We’ll teach you how to query and analyze data, create spreadsheet reports, and use Smart View against EPM forms. We’ll teach students how to pull in content into Microsoft Office. This knowledge is gained through material review and hands on exercises. This course is tailored for end users of the Smart View add-in. The course uses an Oracle Planning Cloud Data for reference.

Course Outline:

Oracle Cloud EPM Overview
Introduction to Oracle Smart View
Connecting to Oracle Cloud EPM
Using Data Entry Forms in Smart View
  • Planning a Report Opening Forms and Submitting Data
  • Adding Comments, Attachments, and Supporting Details
  • Time Spreading of Data
  • Navigating Smart View with Excel
  • Drill, Pivoting, and More
  • Member Selection
Ad Hoc Analysis
  • Formatting and Styles with Smart View
  • Free Form Reporting
Smart View Bells and Whistles
  • Cascade Using a Grid
  • Function Builder
Using Smart View in Word and PowerPoint

Related Courses:

  • Oracle Cloud EPM Planning Fundamentals for Admins
  • Oracle Cloud EPM Planning Fundamentals for End Users
  • Oracle Cloud EPM Financial Consolidation & Close Fundamentals for Admins
  • Oracle Cloud EPM Narrative Reporting Fundamentals