Analytic Services Fundamentals

13
Integrating BI+
with Microsoft Office

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Objectives
At the end of this lesson, you should be able to:

Describe Smart View

Connect to data sources

Set the Point of View

Create ad hoc reports

Import BI+ content into Microsoft Office

2005 Hyperion Solutions Corporation. All Rights Reserved.

Smart View Overview

Planning

Financial
Management

Analytic
Services

Hyperion System 9 Applications+

Interactive Reporting
Production Reporting
Financial Reporting
Web Analysis

Hyperion System 9 BI+

Smart View Client

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Common Features

Ad hoc retrieve operations

Zoom in, zoom out
Pivot
Keep only, remove only

Send data

Calculate data

Display data

Indentation
Duplicate member names
Aliases
Suppression of #Missing or zero
rows

Navigate without data

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Essbase
Spreadsheet
Add-in

Smart View
for Office

Smart View Unique Features

Point of View

Smart View toolbar

Functions

BI+ integration

Updated styles
Precedence
Impacted cells

Ancestor positioning

Data adjustment

Scaling

Customizable undo buffer

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Smart View Toolbar

Automatic display

Customizable

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Analytic Services Smart View Provider

http(s)://<servername>:13080/smartview/SmartView

TBC
Sales

Smart View
Client

Analytic Services Smart

View Provider

Connection to
TBC Sales
Analytic Servers
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Creating Analytic Services Database

Connections
1. Launch Connection Manager
2. Select the URL Provider option
3. Enter the URL for Hyperion Smart View Provider
4. Connect to Analytic Administration Services
5. Select application and database

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Connecting to Analytic Services Data Sources

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Creating Ad Hoc Reports

In Smart View, Analytic Services data analysis is done in Ad
Hoc mode:

Default ad hoc grid

Double-click
Refresh

Default layout varies

Rows
Columns
POV

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Customizing the Point of View Toolbar

Custom

Default

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Selecting POV Dimension Members

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Saving, Copying, and Deleting

the Point of View

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Integrating BI+ with Microsoft Office

Connect to BI+ Provider

Import BI+ content

Refresh BI+ content

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System 9 BI+ Smart View Provider

http(s)://<servername>:19000/workspace/browse/listxml

BI+ Repository

Smart View
Client
System 9 BI+ Smart
View Provider

Connection to
BI+ Provider
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Data Source

Creating BI+ Provider Connections

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Connecting to BI+ Provider Data Sources

2005 Hyperion Solutions Corporation. All Rights Reserved.

Importing BI+ Content

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Refreshing BI+ Content

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Summary
In this lesson, you should have
learned how to:

Describe Smart View

Connect to data sources

Set the Point of View

Create ad hoc reports

Import BI+ content into Microsoft

Office

2005 Hyperion Solutions Corporation. All Rights Reserved.