Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5)

Duration : 1 Day (8 Hours)

Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) Course Overview:

The Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) certification attests to an individual’s mastery of harnessing the sophisticated capabilities of Oracle’s business intelligence tool, Smart View. This software establishes a unified Microsoft Office-based interface for Oracle’s Hyperion Financial Management, enabling effortless access to enterprise performance management (EPM) and business intelligence (BI) content within Microsoft Office suite. Smart View seamlessly integrates with Excel, Word, and PowerPoint, facilitating on-the-fly querying, data analysis, and reporting. This certification affirms professionals’ prowess in query management, task automation, manipulation of multidimensional data, and utilization of advanced techniques.

Intended Audience:

  • Financial managers and analysts
  • Database administrators
  • IT professionals specializing in financial management systems
  • Users of Oracle Hyperion Financial Management software
  • Professionals involved in financial reporting and analysis
  • Employees who need to generate financial reports from Oracle databases.

Learning Objectives of Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5):

The learning objectives of the Oracle Smart View for Office 11.1.2 for Financial Management course encompass enabling participants to adeptly navigate the diverse features and functionalities of Smart View. This entails acquiring proficiency in data querying and flexible report creation through Excel’s ad hoc grids. Moreover, learners will grasp the intricacies of data importation, aggregation, and analysis from multiple viewpoints, alongside utilizing Smart View in conjunction with Financial Management. Additionally, participants will acquire competencies in data manipulation within Excel, including sending data back to the database. They will also acquire the skills to employ Smart View with PowerPoint and Word for crafting dynamic presentations and documents.

 Module 1: Introduction to Smart View

  • Smart View Overview
  • Smart View Product Architecture
  • Installing Smart View
  • Smart View Excel Interface
  • Managing Data Source Connections

 Module 2: Entering Data in Data Forms and Data Grids

  • Opening Financial Managment Documents in Smart View
  • Enter and Submitting Data
  • Entering Cell Text
  • Adjusting Data Values
  • Setting the Point of View
  • Calculating and Consolidating Data

 Module 3: Analyzing Data with Ad Hoc Analysis Tools

  • Creating Ad Hoc Grids
  • Pivoting Dimensinos
  • Selecting Members for Rows and Columns
  • Setting Member and Data Displays Options
  • Applying Cell Formatting and Formulas
  • Cascading Grids

 Module 4: Creating Free Form and Query Designer Reports

  • Creating Free Form Grids
  • Creating Smart View Function Worksheets
  • Working with Query Designer

 Module 5: Creating Reports Using Smart Slices

  • Smart Slice Overview
  • Creating Smart Slices
  • Inserting Reporting Objects in Smart Slice Reports
  • Inserting Point of View Objects in Smart Slice Reports

 Module 6: Integrating Smart View Data With Other Products

  • Copying and Pasting Data Points Across Microsoft Office
  • Importing Financial Reporting Reports into Excel
  • Importing Financial Reporting Reports into Word and PowerPoint
  • Changing the Point of View for Imported Financial Reporting Reports

Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) Course Prerequisites:

  • Familiarity with Oracle Hyperion Financial Management and Windows Office tools.
  • Basic understanding of financial planning and budgeting concepts.
  • Experience with spreadsheet applications.
  • Knowledge of Oracle Essbase or relational database management systems.
  • Prior experience in financial analysis or reporting is beneficial.

Discover the perfect fit for your learning journey

Choose Learning Modality

Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability

Classroom

  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention

Onsite

  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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