Here are some of the basics.
Installing Smart View Planning Admin Extension
For an administrator to manage metadata with Smart View in
Excel, the administrator needs to download the ‘Planning Admin Extension’ from
workspace.
1. Access the Hyperion Workspace
2. Log on using your username and password
3. Select Tools -> Install -> Planning Admin Extension
4. Save the Planning Admin Extension download file.
5. Launch the Planning Admin Extension installation file.
6. Follow the instructions via the installation wizard accepting all of the default installation selections.
1. Access the Hyperion Workspace
2. Log on using your username and password
3. Select Tools -> Install -> Planning Admin Extension
4. Save the Planning Admin Extension download file.
5. Launch the Planning Admin Extension installation file.
6. Follow the instructions via the installation wizard accepting all of the default installation selections.
Checking that the Admin Extension is installed
1. Launch Microsoft Excel
2. Click on the Smart View ribbon, click the ‘Options’ icon, and click ‘Extensions’. The ‘Hyperion Planning Admin Extension’ should be enabled:
1. Launch Microsoft Excel
2. Click on the Smart View ribbon, click the ‘Options’ icon, and click ‘Extensions’. The ‘Hyperion Planning Admin Extension’ should be enabled:
Editing Metadata
1. Establish a Smart View Connection Planning connection.
2. Use an ‘Oracle Hyperion Planning, Fusion Edition’ connection (also referred to as a ‘Planning connection’)by selecting it from the drop down arrow in the Smart View Connections pane:
3. Expand the server and database in which the changes need to be made and then expand ‘Dimensions’.
4. Double click on the dimension that needs editing. The top member of the dimension will appear in the rows of the spreadsheet and the properties associated with the member will appear in the columns. The top member of the dimension cannot be edited, so the properties will be greyed out:
5. Editing metadata in Smart View uses similar functions as a user Smart View query; the administrator can ‘Zoom In’ to lower level of details, ‘Keep Only’ on a specific member, or use the ‘Member Selection’ function to find a specific member to edit.
6. Once a member beneath the top of the dimension is added to the spreadsheet, the property cells that are editable will be displayed in yellow:
7. Some properties have a drop down menu that provides the administrator with a list of options for the selected property.
8. Other properties allow the administrator to type into the field.
9. If a property is changed, the cell will turn from a lighter yellow to a darker yellow:
10. To submit a change, click the ‘Submit Data’ button. This will push the changes to Planning, but not refresh Essbase. Refreshing Essbase with any changes is covered later in this document.
1. Establish a Smart View Connection Planning connection.
2. Use an ‘Oracle Hyperion Planning, Fusion Edition’ connection (also referred to as a ‘Planning connection’)by selecting it from the drop down arrow in the Smart View Connections pane:
3. Expand the server and database in which the changes need to be made and then expand ‘Dimensions’.
4. Double click on the dimension that needs editing. The top member of the dimension will appear in the rows of the spreadsheet and the properties associated with the member will appear in the columns. The top member of the dimension cannot be edited, so the properties will be greyed out:
5. Editing metadata in Smart View uses similar functions as a user Smart View query; the administrator can ‘Zoom In’ to lower level of details, ‘Keep Only’ on a specific member, or use the ‘Member Selection’ function to find a specific member to edit.
6. Once a member beneath the top of the dimension is added to the spreadsheet, the property cells that are editable will be displayed in yellow:
7. Some properties have a drop down menu that provides the administrator with a list of options for the selected property.
8. Other properties allow the administrator to type into the field.
9. If a property is changed, the cell will turn from a lighter yellow to a darker yellow:
10. To submit a change, click the ‘Submit Data’ button. This will push the changes to Planning, but not refresh Essbase. Refreshing Essbase with any changes is covered later in this document.
Moving a Member
1. Add the member to be moved to the rows of the spreadsheet and click ‘Refresh’.
2. Click on the ‘Parent Member’ cell.
3. Type in the name of the new parent.
4. Click ‘Submit Data’.
1. Add the member to be moved to the rows of the spreadsheet and click ‘Refresh’.
2. Click on the ‘Parent Member’ cell.
3. Type in the name of the new parent.
4. Click ‘Submit Data’.
Adding a Member
1. Enter only the new member(s) name(s) in the first column and click ‘Refresh’. The new member(s) is marked with an asterisk and the default properties are displayed (the member does not exist in Planning yet, it just exists in the spreadsheet.)
2. Type in the parent member and set any required properties. When finished, click the ‘Submit Data’ button. The new member should be in planning with the information from the Smart View Grid.
1. Enter only the new member(s) name(s) in the first column and click ‘Refresh’. The new member(s) is marked with an asterisk and the default properties are displayed (the member does not exist in Planning yet, it just exists in the spreadsheet.)
2. Type in the parent member and set any required properties. When finished, click the ‘Submit Data’ button. The new member should be in planning with the information from the Smart View Grid.
Designating a Shared Member
1. Add the member that should be designated as a shared member to the rows of the spreadsheet.
2. Select the ‘Parent Member’ property for the chosen member and type in the new parent member’s name.
3. Set the ‘Data Storage’ property as ‘Shared’ and click ‘Submit Data’.
*Note: You cannot delete a member with the Hyperion Planning
Extension. Deleting a member must be
done in the web.
Refreshing Essbase
All changes to metadata require Essbase to be
refreshed. Essbase can be refreshed from
Smart View.
1. Right click on the Dimension folder and select ‘Refresh Database’.
2. Check the ‘Database’ checkbox and click the ‘Refresh’ button.
3. A Refresh pop-up box will appear. Click ‘OK’. The database will refresh.
4. When the database is refreshed, click ‘Finish’. If there are errors, fix all errors and refresh the application again.
1. Right click on the Dimension folder and select ‘Refresh Database’.
2. Check the ‘Database’ checkbox and click the ‘Refresh’ button.
3. A Refresh pop-up box will appear. Click ‘OK’. The database will refresh.
4. When the database is refreshed, click ‘Finish’. If there are errors, fix all errors and refresh the application again.
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