Course Contents:
Introduction To Smart View
- Smart View Installation Components
- Smart View Overview
- Typical Business Process for Smart View
- Smart View Interface
Ribbon
- Smart View
- HFM Ad Hoc
- Planning Ad Hoc
- Essbase Ad Hoc
Smart View Panel
- Document Contents Pane
Connections
- Shared Connections and Private Connections
- Connect to Data Sources
- Create Private Connections
- Delete the List of Private Connections
- Save Shared Connections as Private Connections
Analyzing Data With Ad Hoc Analysis Tools
- About Ad Hoc Analysis
- Start Ad Hoc Analysis
- Excel Formulas in Ad Hoc Grids
Format Ad Hoc Grids
- Use Smart View Formatting
- Use Excel Formatting
Zoom In
- Zoom In to the Default Level
- Zoom In to a Selected Level
Zoom Out
- Set a Default Zoom Level
- Enable Double-Click Zooming
- Pivot
- Remove Selected Members from the Grid
- Insert Rows and Columns
- Set Dimensions and Members
- Select Members from the Member Selector
- Select Members from the POV Toolbar
- Place Members and Dimensions from the POV Toolbar onto the Grid
- Hide the POV Toolbar
- Copy and Paste a POV
- Delete a POV
Cell Comments
- View and Add Cell Comments
- Edit and Delete Cell Comments
Smart View Options
- Global Options and Sheet Level Options
- Member Options
- Data Options
- Advanced Options
- Formatting Options
- Cell Styles
Functions
- Create Functions with Function Builder
- Create Functions Manually
- Syntax Guidelines
- Function Descriptions
- Common Function Error Codes
Smart Query
- Define Sets
- Define Set Filters
- Build the Smart Query
- Complete the Smart Query
- Open a Smart Query
Smart Slices
- About Smart Slices
- Smart Slices and Ad Hoc Analysis
- Create Smart Slices
- Set Smart Slice Data Boundaries
- Set Smart Slice Preferences
Importing Reporting Documents Into Microsoft Office
- Import Financial Reporting Documents
- Edit and Refresh Documents
Copying Data Between Excel, Word, And PowerPoint
Open Data Grids And Data Forms In Smart View
Planning Admin Extension
- Make Property Changes to a Member
- Move a Member
- Add a Member
- Shared Members
- Refresh/Create Database
