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Quick Reference Smart View 11.1.2.

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Smart View Connections
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Click on Panel button on the Smart View ribbon.
Click on Shared Connections.
Enter your user name and password.

Ad Hoc Analysis Layout Instructions
1.

On an open ad hoc spreadsheet, select instructions
from the left side of the Analysis section of the Essbase
Smart View ribbon.

4. In Smart View POV mode, you can use the ellipses (…) to
enter members for more than one dimension at a time. As well as
typing in member names if you know them.
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Click Connect.

Creating Private Connections
Once you have established a connection, you can
create Private Connections from your Shared
Connections.

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6.

Zoom In will show more details (children,
descendants, level 0 members).
Zoom Out will show less detail (parent).
Pivot will pivot dimensions from rows to columns,
columns to rows, or columns / rows to the POV.
Keep Only will keep the selected members on rows
or columns while removing all others.
Remove Only will remove the selected members
from rows or columns while keeping all others.
Setting Smart View Options

Member Selections
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Creating Ad Hoc Analysis Spreadsheets
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In the Smart View Panel, right-click a Shared
Connection.
Select Ad hoc analysis.
The Essbase ribbon will appear as well as the default
grid.

From the Smart View ribbon, select Options.

2.

There are various options that can be set:

Type in member names.
Use the Member Selection button.
Use Ad Hoc layout buttons (see above).

POV Member Selections
1.

1.

The POV button on the Essbase ribbon determines if
you are in spreadsheet add-in POV mode or Smart
View POV Mode.

Option Section
Member Options

Data Options
Advanced
2.

It is a toggle button that switches between the two
modes.

Formatting
Cell Styles

3.

Query Designer

QRC Smart View Version 11.1.2.3

In spread sheet add-in mode, you can type in
member names or use the Member Selection button
on the Essbase ribbon. You can only modify one (1)
dimension at a time.
1. Use Query Designer to create ad hoc analysis
spreadsheets.
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Extensions

Operations
Operations affecting member
names and actions, such as Zoom
In.
Operations that affect data cells,
such as suppression.
Operations affecting advanced
actions, such as Logging.
Operations affecting formatting,
such as Use Excel Formatting.
Used in conjunction with Use Cell
Styles formatting choice.
Determining extensions to allow

2. Select Query > Query Designer from the Essbase
ribbon.

Quick Reference Smart View 11.1.2.3
Creating Smart Slices
1. Smart slices are reusable perspectives of an Essbase data
source.
2. An organization can have as many Smart Slices as needed
to accommodate the specific data requirements of users.
3. Right-click your data source and select Create New Smart
Slice.
4. Define the various dimensional requirements necessary to
fully define the data perspective.
Using Functions
Adjusting Data

3.

1. Y o u c a n m odify data directly by entering new
numbers in data cells.
2. You can select cells to modify, and click Adjust.

Click Launch.

1.

Adding LROs to Cells
To Add

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Select the cell needing a cell note, file, or URL
attached.
Click Linked Objects on the Essbase ribbon.
In the Linked Reporting Objects window, choose the
type of LRO from the Attach drop down.
Add the appropriate information.
Click Close.

Function
HsGetValue
HsSetValue

HsDescriptio
n

To View
Calculating Data
1.

Click on the Calculate button to run Calculation
Scripts.

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Select a cell containing an LRO.
Click Linked Objects on the Essbase ribbon.
In the Linked Reporting Objects window, choose the
object you wish to view.
Click Edit.
View the object.
Click Close.

Submitting Data
1.
2.

Choose the Calculation Script from the list.

2.

Change data by entering a number in a cell,
adjusting data or calculating data.
Click the Submit Data button to refresh the
spreadsheet’s data values.

HsGetSheetInf
o

HsGetVariabl
e

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Description

Retrieves data from a data
source.
Sends values to the data
source.
Displays the description for the
default member.
Retrieves detailed information
about the current worksheet.
Retrieves the associated value
for a substitution variable.

Smart Query

7.

QRC Smart View Version 11.1.2.3

Click on Functions > Function Builder button on the Smart
View ribbon.
Determine the function you wish to build.
Enter the appropriate information for the function chosen.

From the Smart View ribbon, select Panel to open the Smart
View Panel.
Connect to an Essbase application.
From the Action Panel, select New Smart Query Sheet.
Select dimensions under Row, Column, and Point of View.
Choose Select Base Members.
To save a set, click the arrow next to the set name, then
select Repository and then Save Set.
To save the entire Smart Query definition, from the Smart
Query ribbon, select Save.
Optional: To perform ad hoc analysis, from the Smart Query
ribbon, select Analyze.