Thursday Sep 25, 2014

Product naming aligned for SmartView, Calculation Manager and Quantitative Management

(in via Susan)

In an ever evolving world of software names, versions and systems it is sometimes necessary to decide on ONE term to be used for a particular piece of software.

In order to maintain our naming convention, a few of our products have recently been given a makeover and have aligned their names from

Hyperion Smart View to
Oracle Smart View for Office

Calculation Manager to
Hyperion Calculation Manager

Oracle Insurance Quantitative Management and Reporting for Hyperion Financial Management to
Oracle Quantitative Management and Reporting for Solvency II

This will from now on be used for ARU and MOS alike.

Having said this, chances are that customers using these products will not be affected much by this, as e.g Service Requests will still be sorted under the product that Smart View runs against.

The new name only applies when searching for patches via ARU or via MOS. These should now be easier to track.
So, for patching purposes it may be nice to know that there is now one name for these products to be used throughout Oracle's systems.

We still separate the products in the EPM Community into

Essbase - sub category SmartView
Planning - sub category SmartView
HFM - sub category SmartView
Hyperion Reporting Products - sub category SmartView
Hyperion other Products - sub category SmartView
OBIEE - sub category SmartView
FDM - sub category SmartView

Calculation Manager - Essbase
Calculation Manager - Planning
Calculation Manager - HFM

QMR - Solvency II

(info: Susan; text and layout: Torben; authorized: Lia)

Thursday Sep 18, 2014

The Smart View Support Matrix and Compatibility FAQ

(in via Greg)

The Smart View Support Matrix and Compatibility FAQ is now available on My Oracle Support.

Doc ID 1923582.1

It covers the most common questions Support get about Smart View, such as:

  • What is the current version of Smart View?
  • In the release compatibility tab of the support matrix, what does Smart View mean?
  • Does the latest version of Smart View support 11.1.1.x releases of EPM suite (Planning, HFM, etc.)?
  • Does Smart View support Internet Explorer 10?
  • Does Smart View support Internet Explorer 11 against HFM?
  • Does Smart View Support Office 2013?
  • Does Smart View support Office 365?
  • Which versions of Oracle Business Intelligence Enterprise Edition (OBIEE) does Smart View support?
  • Does Smart View Support Google Docs?
It will be kept up-to-date, so please bookmark for future reference.

Friday Jun 13, 2014

Video on Hyperion Tax Provision

( in via Jan)

EPM Information Development has asked us to remind you about the new video available for Hyperion Tax Provision.

You can view it on the OracleEPMWebcasts YouTube channel


An information rich 4:40 minutes of your time. 
So please take a look.

The video gives a brief overview of the main features of  Hyperion Tax Provision. You will learn ...

  • That Tax Provision and reporting System builds on the Hyperion Financial Close Reporting Platform
  • That much of the Tax Provision flow process is similar to the Financial Close Process and that the modules have been aligned to work together very closely.
  • That HTP enables you to integrate Book- and Tax Reporting on a common platform.
  • That It uses the technology of HFM, ties in with SmartView and can be used with Hyperion Financial Reporting.
  • That the native integration between the Financial System and the Tax System creates transparency for the Tax Departments and removes bottlenecks in the tax process.

More technical information can be found here:

Oracle Hyperion Tax Provision Data Sheet

Oracle Hyperion Tax Provision White Paper

Oracle Hyperion Tax Provision Documentation

If you have another 45 minutes to spare and want to get into greater detail, then you can check out the recording of an Advisor Webcast that we did earlier last year:

You can find this via
KM Doc Oracle Business Analytics Advisor Webcast Schedule and Archive Recordings (Doc ID 1456233.1)

-> Select the Tab "Archived 2013" and it is the third from the top:
"Oracle Hyperion Tax Provision - Features and Overview with Demo"

If you have questions towards that Advisor Webcast, you may participate in the

Community Discussion

about it.

(layout and post: Torben, authorized: Lia)

Wednesday Sep 04, 2013

SmartView released

(in via Henri ; ) )

Sometimes it pays off to visit the other blogs of the EPM universe. If I had not checked my RSS feeds, I probably would have missed the release of SmartView So thanks to Henri for blogging about it. Some details I would like to mention here:

It is available as  patch 17322826 via MOS, or via OTN

This version adds support for the following:

  • Microsoft Windows 8
  • Microsoft Office 2013 (32- and 64-bit)
  • Microsoft Surface Pro tablet

You can upgrade to this release directly from Smart View 11.1.2.x and
When upgrading from release and earlier, Oracle recommends uninstalling Smart View before installing release

I will not go into detail about what this version can do and where the known issues are with it.
You can find all that information in the  readme here. I just re-posted this, to spread the word.

Welcome SmartView


SmartView is the only part of EPM / OBIEE that runs under There is no EPM version yet, so don't be too surprised not to find it on eDelivery.

Friday May 31, 2013

OBIEE - New Features And Recommendations For Working With Microsoft Office

(in via Martin)

If you are working with OBIEE and have not signed up for the Oracle OBIEE community yet, then you probably have missed the release of the PDF attached to KM Doc:

OBIEE - New Features And Recommendations For Working With Microsoft Office [ID 1558070.1]

It features information such as:

  • Integration Features (OBIEE vs MS Office)
  • Performance considerations
  • Export Limitations
  • Machine Configuration Tips and
  • report size estimations

Some screenshots in the PDF of reports outline the difference between various export functions (such as):

All in all, it will allow you to understand your OBIEE better. It guides you to integrate your OBIEE with SmartView and Office in ways that you might not have thought of, and alone for that I would consider this a must read for any (new) OBIEE user out there.

(unfortunately we can not attach the PDF to this blogpost for legal reasons - you need to go to MOS to actually look at the KM doc and the PDF)

Friday Aug 24, 2012

Recorded SmartView Webcast

Along the line of our previous blogpost I received a gentle reminder to mention our recorded Advisor Webcast regarding SmartView from December '11:

You can find the

of that Advisor Webcast at the links above.

So - if you are not familiar with SmartView yet - check out the recording.
You will get an overview of its features and an idea on how it works.

Transition from Excel Add in to SmartView

For all of you that have received the information about the End of Life of the classic Excel Add In for Essbase, and now wondering what to do once it is no longer with us.
Oracle has released a White Paper with the title: "Moving from Essbase Spreadsheet Add-in to Oracle® Hyperion Smart View for Office, Fusion Edition".

You can find it here:

It gives you some of the reasons why SmartView is preferred to the classic Add In:

Smart View is the Strategic Office Add-in for Oracle EPM and Oracle® BI products including Oracle® Essbase. Smart View is vastly improved from the Oracle® Essbase Spreadsheet Add-in many ways. Here are some reasons to consider for moving from Essbase Spreadsheet Add-in to Smart View:

  • Improved feature functionality over Essbase Spreadsheet Add-in
  • Single add-in for multiple products as opposed to only Essbase
  • Rich functionality specific to the data source (Essbase, Planning etc.)
  • Support for Word and PowerPoint
  • 64-bit Office support
  • Support for newer versions of Office and Windows O/S’s
  • "When accessing EPM sources, end users like to see the same type and quality of chart across all Office products."
  • The new release of Smart View allows users accessing EPM sources from an Office environment to render the same type and quality of charts across Office products - Excel, Word, or PowerPoint.
  • Improved architecture keeping pace with newer trends in Office and Analysis
  • HTTP(s) makes access possible via internet/

As well as a number of tips on how to migrate and how to use some of the features.

Looking for more information about SmartView? - visit its Documentation on technet

Friday Oct 21, 2011

Advisor Webcast: SmartView by Debbie Coomber

In a recent Advisor Webcast (on 09/29/2011) our team member Debbie Coomber talked about and demonstrated the new features of Oracle Enterprise Performance Management - SmartView v.

As with all Advisor Webcasts ( internal link future schedule ) this one has been archived and can be found via the internal link Advisor Webcast recordings page (search for Hyperion).

The new features of this release bring SmartView even closer to the functionality of the classic Excel Add-In that many customers still use.

With a redesigned interface and some seriously helpful new features like "member name AND Alias in row", "Formula fill" or "multiple data sources per sheet" it will close many of the long
standing gaps that classic Add-In users kept from moving over to SmartView.

Please be aware that in order to use version you need to update the Essbase Server, Active Provider Service and SmartView to this version.

Note: this patch is also available for Essbase Studio.

Links in this post:

- internal linkAdvisor Webcast overview page: "Advisor Webcast Current Schedule" ( KM 740966.1 )

- internal linkAdvisor Webcast recordings page: "Advisor Webcast Archived Recordings" ( KM 740964.1 )


This blog talks about the latest news and upcoming events regarding Oracle EPM abd BI.
Tanya Heise


« June 2016