Saturday, 10 May 2014

Oracle Smart View for Office and Oracle BI

Our mission is to pass more self service BI know-how down to end users. That's the key to turn BI strategies into success stories, as already discussed in BI success factors and Tricks with Oracle BI Answers.

Oracle Smart View Excel Chart
Having a look to specific user groups preferring Microsoft Excel Oracle BI provides Oracle Smart View for Office, the successor of Oracle BI Office Add-In. Office Add-In should not be used any more, because Smart View for Office facilitates better functionalities. Even if you won't get the same functionality in Smart View as by Oracle BI Answers it has some potential to cover user requirements and enhance those users' self service BI capabilities.

If users assume Oracle Smart View should replace Answers, because they want to stay within their familiar environment (Excel), they may attend our expert class on Oracle BI. You cannot compare Smart View functionality with the solution power of Oracle BI Answers. Users learn optimal handling of Answers in our seminar. We introduce implementation concepts giving you at least the same possibilities as Excel does. Attend online if not scheduled near your site.

But back again to Oracle Smart View for Office and its functionalities splitted into two main parts: integration of Oracle BI web catalogue objects into Microsoft Office products and designing of new views in these applications themselves using View Designer.

Excel Pivot Table within Smart View
Coming from presentation web catalogue you can import Oracle BI tables, pivot tables and charts into Microsoft Excel, Word or PowerPoint. Concerning tables you choose between standard tables and e.g. Excel tables providing Office layout options. Charts appear in changeable Office style. When using Excel pivot tables settings even allow the creation of new calculations based on report fields. Common reports prompts as well as view prompts are editable via Smart View. And of course, Smart View objects can be refreshed with current data. But be aware that Smart View doesn't import all Oracle BI views as view objects. Some of them can only be added as static image with no refresh option.

View Designer in Oracle Smart View
Creating of new views is done via View Designer giving users access to all available Oracle BI subject areas. Selecting fields and chart types is quite easy. Once done insert your request and start editing style with Office layout options. Saving is performed on local file system or you publish a report back to Oracle BI presentation catalogue allowing you to edit your report in Oracle BI Answers although it was set up in Excel via Smart View. But for now only one view is published to Oracle BI when pressing the button Publish View.

Naturally, that's not all to be said about Oracle Smart View for Office.
Don't hesitate to ask if question come up.

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