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Smart View 11.1.

2 Planning Demo

Methodology and Usage


This demo is intended to be performed exclusively within Microsoft Excel and Outlook. This document consists of full screenshots which show the entire story. Due to data changes made after these screenshots were taken, there may be cases where the actual data in the application differs from what is shown in this document. The contents of this presentation should change to incorporate the specific nature of the customer account.

Demo Setup

Demo Refresh
Run the Refresh_demo_TotPlan.bat script located in D:\demos\TotPlan\Admin\Batch. Before doing so, you will need to stop Essbase, Planning, and Financial Reporting services.

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