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Purpose
This tutorial covers creating a free-from grid in Smart View by using an Essbase data source.
Time to Complete
Approximately 30 minutes.
Topics
• Overview
• Software and Hardware Requirements
• Prerequisites
• Free-Form Reporting Overview
• Creating a Free-Form Grid
• Adding Excel Formulas
• Applying Excel Formatting to the Grid
• Reusing the Grid as a Template
• Summary
• Resources
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Overview
In this tutorial, you use free-form reporting to analyze the sales results for diet drinks. You also add Excel formulas
and formatting, and save the report as a template to analyze a different line of products in the future.
Refer to the Oracle® Enterprise Performance Management System Installation Start Here Guide release 11.1.1.2 for
hardware requirements.
Prerequisites
. Have data loaded into the Essbase Sample Basic data source.
. Know your username and /password to connect to the Sample Basic data source in Smart View.
Note: You can create free-form reports for any data source that Smart View supports. This tutorial uses Essbase as a
data source.
Free-form reporting enables you to extract information from a connected data source by typing member names into
the grid. Free-form reporting is very efficient if you are familiar with the database outline. You can also use the
following Smart View and Excel options with free-form reporting:
Note: Refer to the Oracle ® Hyperion Smart View for Office, Fusion Edition 11.1.1 User Guide for information on the free-
form reporting guidelines.
In the following example, you create a free-form grid to analyze diet drinks sales.
3 In Data Source Manager, right-click Sample Basic and select Change Alias Table.
.
4 Select Default and click OK.
.
5 Create the following layout by typing the members directly into the grid. Note the underscore in cells B10 and B11.
. These cells are label cells.
Smart View enables you to use Excel formulas to calculate data values that are not stored in the database. In the
example below, you add Excel formulas to calculate the difference between actual and target sales, and actual and
target COGS.
1 In cell C10, type =C4-C7 and press Enter.
.
3 Repeat steps 1 and 2 to calculate budget variances for Diet Root Beer, Diet Cream, and Diet Drinks columns.
.
4 Save the workbook without closing it.
.
You can apply Excel formatting to your grid. For example, you can add background color and borders, add a currency
symbol, change the number of decimal places, and apply conditional formatting. In this topic, you format the grid to
make it look like the example below:
1. Apply the following formatting to the headings:
Merge cells 1A-F2 and add Diet Drinks Analysis as the title.
2.
Currency symbol: $
Number of decimal places: 2
Negative numbers sample: -$1,234.10
Conditional formatting: cells lesser than -$1.00 should be formatted with red text.
5. On the POV toolbar, click Market, select Central from the drop-down list, and click Refresh.
6. Rename Sheet1 to Diet Drinks, and save the workbook without closing it.
After creating a report that contains your specified formatting and formulas, you can use it as a template to create
other reports. In the following example, you use the Diet Drinks worksheet as a template to analyze the Cream Soda
sales.
1 Create a copy of the Diet Drinks worksheet and rename it to Cream Soda.
.
2 Associate the Cream Soda worksheet with the Sample Basic connection.
.
3 Select cell C3, and click Member Selection on the Hyperion ribbon.
.
4 In the Dimension Name Resolution dialog-box, from the Dimensions drop-down list, select Product and click OK.
. Note: leave the Vertical Orientation option unchecked.
5 Expand Cream Soda. Add Dark Cream, Vanilla Cream, Diet Cream, and Cream Soda to the Selection list (in
. that order), and click OK.
6 Add Cream Soda Analysis as the title, and change the Dark Cream column heading font to dark blue.
.
You grid should look like the following sample:
Back to Topic List
Summary
Resources
• Oracle ® Hyperion Smart View for Office, Fusion Edition 11.1.1 User Guide
• To learn more about Smart View , refer to additional OBEs on the OTN Web site