The Oracle SmartView plug-in for Excel may be installed from the Software Center on CWF-owned windows PCs.  

Users must be added to the SmartView Users AD group before SmartView will show up their Software Center. 

User must be connected to VPN or on site connected to the network in order to access Software Center install

Local Administrator permissions are not required to run the install.

DataVision and SmartView are not supported for installation on the same PC.  This may work if SmartView is installed first.

There are two steps: Installing the SmartView Plug-in, and Configuring SmartView to Connect to EPBCS (Hyperion).   

Installing the SmartView Plug-in

  1. Click the Start button and type "Software Center to open the Software Center.
  2. Click on the SmartView icon


  3. Note that All Office applications and web browsers must be closed before installation.  When all Office applications have been closed, click Install.


  4. If you have an older version of SmartView installed, that will be uninstalled first, and you will see a message indicating that.

  5. If the install completed successfully, the Software Center Install button will turn into an Uninstall button.  If the status shows Failed, please contact End User Services.  Clicking the "Configuration Steps" link will bring you back to this page.

Configuring SmartView to Connect to Hyperion.  

When first opening Excel after the SmartView install, if it hangs at the green 'splash screen,' just close and reopen Excel.

If the SmartView tab is missing, scroll down to the Troubleshooting section of this page.

  1. Open Microsoft Excel.
  2. Click the Smart View tab to open the ribbon.


  3. Click Options from the Smart View Ribbon.


  4. From the Advanced tab enter the Smart View connection link as below:

    C:\Oracle\SmartView\SmartViewEnvironments.xml



  5. While in Options, switch to the Data Options tab.
    Scroll to the bottom of the page.  Uncheck Suppress Missing Blocks if it shows as checked. 
    image2022-5-18_9-23-40.png

  6. The OK button at the bottom of the Options window has a drop-down menu that can be selected by clicking on the right side of the button.  
    Open the drop-down menu and click on Save as Default Options.
    image2022-5-18_9-22-6.png


  7. Click Panel from the Smart View ribbon to open the action panel. The Smart View panel will open to the right of the screen.


  8. Click Shared Connections from the Smart View Panel.
  9. If asked, choose Company Sign In. This is the CWF single sign on (SSO) option.


  10. Select the EPM Cloud connection type from the drop-down.


  11. Expand the connection and double click OEP_FS.


  12. Click Ad Hoc Analysis at the bottom of the panel. This will launch the POV interface for you begin analysis.


  13. The POV interface will appear for you to begin analysis.

Troubleshooting

When first opening Excel and it hangs at the green 'splash screen', just close and reopen Excel.

If there are issues with sessions timing out quickly run the 'Smart View Time Out Fix' located in  \\netapp1\Info Tech\Public\smartview install.

If the Software Center shows that SmartView is installed, but the tab is missing in Excel, complete these steps

  1. Go to File, then Options, and then Add-ins.
             

  2. From Manage, select COM Add-ins, and then Go.


  3. In COM Add-ins, select the check box to enable the Oracle Smart View for Office add-in, and click OK.

    If Oracle SmartView is not in this list, you may have a bit level (32 vs 64) mismatch between SmartView and Office.  Contact End User Services for Assistance.  SmartView will have to be uninstalled and then re-installed manually from the command line using: "SmartView.exe /Office=64" or "SmartView.exe /Office=32" to match the version of Office.  Install files are at \\netapp1\Info Tech\Public\smartview install\21.200\



  4. Restart Excel.