FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES SmartView Updates 1.
Point of View in row 1 ..............................................................
Point of View in row 1 ................................................................................................................................................ 2
Display Member Name and Alias ............................................................................................................................. 6
4.
Paste Ad Hoc Reports into PowerPoint and Word................................................................................................ 7
5.
Cell Based POV Selection ........................................................................................................................................... 9
SMART VIEW/ESSBASE UPDATES 1. Point of View in Row 1 In SmartView when connecting to the newest version of Essbase (11.1.2.3) the Point of View (POV) will be displayed in row 1 for Ad Hoc reports.
When the POV is selected in the Essbase toolbar, row 1 will be hidden and the POV window will be displayed. It is important to note that even though row 1 is hidden it is still part of the Grid and the POV selected members still exist in the row.
If you are used to manually adding the members into the Grid we recommend deleting row 1, entering the members, and then refreshing the report. Row 1 will automatically be added again and display the correct information.
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES
Manual creation:
After refresh:
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES You must be careful that you don’t have the members listed in both the Grid and the POV; this will cause an error. In the example below Project Grant is listed in the POV in row 1 and the grid in row 9.
This error can be fixed by removing the duplicate dimension reference:
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES 2. Butterfly Report You can create an Ad Hoc report where the member names are in the middle of two columns of data. In the example below you can see the MTD and YTD results with the Account members between the Balances members. Typically, Smart View grids are comprised of member names on top rows and columns on the left. Data cells corresponding to the row and column member cell combinations are displayed in the grid. An alternative to this approach is to have member names in rows, in the middle of a grid with data on both sides. This is referred to as a butterfly report:
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES 3. Display Member Name and Alias In an Ad Hoc report you can display both the Member Name and Alias of a dimension in a row at the same time. Click on Options on the Smart View tab:
In the Member Options, change the Member Name Display to ‘Member Name and Alias’
Both will be displayed after selecting refresh
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES 4. Paste Ad Hoc Reports into PowerPoint and Word You can copy Ad Hoc reports into PowerPoint or Word, however you can only change members stored in the POV. Highlight the data you would like to past into PowerPoint or Word, and select ‘Copy’ from the Smart View tab.
In Word select ‘Paste’ from the Smart View tab.
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES The results will be pasted with no formatting. To change a dimension stored in the POV click on ‘Manage POV’ on the Smart View tab.
In the Manage POV window you will be able to change members that are in the POV in the Ad Hoc.
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES 5. Cell Based POV Selection Dimensions that are located in the POV can be changed through the member selector which can now be accessed through the cell.
Clicking the ‘…’ will open the member selector.
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES 6. Multiple Grids Multiple grids can be contained on the same worksheet, making it possible to have more than one Ad Hoc report per sheet. To start, highlight a range of any size on a blank worksheet, and select “Ad hoc analysis” on the database you want to connect to.
A window will open asking if you want to create a sheet that supports multiple grids.
FINANCIAL SYSTEMS
SMART VIEW/ESSBASE UPDATES To start a new grid highlight a new range on a worksheet, and select “Ad hoc analysis” on the data base you want to connect to.
You will have two grids that you can interact with independently of each other.
