UG_4000 – SW PARAMETRIZATION

Last change 11/12/2020

By Théophile DUTHOIT
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SUMMARY
I. Install Smartview ............................................................................................................ 2
1.1. Download ................................................................................................................ 2
1.2. Setup ...................................................................................................................... 2
1.3. Excel param ............................................................................................................ 2
II. SW connection ............................................................................................................... 5
 I. INSTALL SMARTVIEW

If SmartView is already setup on your computer, you can switch this step and go directly to
the next part

SmartView is a software which allows users to access to ESSBASE and HFM data directly
from Excel. However, for ESSBASE this is the only way to access to the data.

1.1. DOWNLOAD
To download smartview, please join the WW-Global Consolidation Community on teams,
then open the folder 00 Software
You can access to this folder by clicking on the link below
https://teams.microsoft.com/_#/files/G%C3%A9n%C3%A9ral?threadId=19%3Ad7d1498f5f10
4cb6b65f358ba6a643aa%40thread.skype&ctx=channel&context=00%2520Softwares&rootfol
der=%252Fsites%252FWW-
GlobalConsolidationCommunity%252FDocuments%2520partages%252FGeneral%252F02%
2520-%2520SOP%252F00%2520Softwares
The file to download is Smartview.zip

1.2. SETUP
After the download, all the flowing Office applications must be closed
- Outlook
- Word
- PowerPoint
- Excel
When all the applications are closed, the Installer can be launched

1.3. EXCEL PARAM

When all the setups steps are done, the parametrization must be made in Excel
(1) Add-ins
(2) COM Add-ins
(3) Browse

(4) Oracle Smart View for Office

(5) OK
A tab should now appear in the top of your Excel document.
 II. SW CONNECTION

If SmartView is setup, a connection is needed to access to HFM data.

In SmartView tab, click on Panneau/Panel

If the SmartView tab is not existing, it could mean that SmartView is not parametrized in Excel
or not installed at all.
When Excel is bugging, it always asks you if you want to deactivate SmartView when it
relaunches even when SmartView is not responsible for the bug. If you click on YES, the tab
SmartView disappear.
Execute the 1.3. Excel Param, if it does not work, do all the part I. Setup SmartView.
Once Panel is opened, a tab appears in the right side of the screen.
(1) Click on Private connections
(2) Click on Create a connection
(3) Click on HTTP provider
(4) Fill the appropriate link
a. HFM https://hfm-webhelp.cloud-neonn.net/hfmadf/officeprovider
b. ESSBASE https://hfm-webhelp.cloud-neonn.net/aps/SmartView
(5) Log in
(6) Select the appropriate server
a. HFM PRODCLUSTER/WEBHELP
b. ESSBASE
(7) Give a name to your connection