{"id":7576,"date":"2023-09-12T15:57:19","date_gmt":"2023-09-12T15:57:19","guid":{"rendered":"https:\/\/www.version1.com\/en-us\/?p=7576"},"modified":"2023-09-12T15:57:19","modified_gmt":"2023-09-12T15:57:19","slug":"oracle-smart-view-mac-browser-catchingup","status":"publish","type":"post","link":"https:\/\/www.version1.com\/en-us\/oracle-smart-view-mac-browser-catchingup\/","title":{"rendered":"Oracle Smart View for Mac and Browser &#8211; Catching Up?"},"content":{"rendered":"<p><a href=\"https:\/\/www.oracle.com\/performance-management\/smart-view-for-office\/\">Oracle Smart View<\/a> for Office provides a common Microsoft Office interface designed specifically for Oracle&#8217;s <a href=\"https:\/\/www.version1.com\/enterprise-performance-management-epm\/\" rel=\"noopener\">Enterprise Performance Management<\/a> (EPM) and Business Intelligence (BI). Smart View for Excel on the Mac or in a browser is less widely used (and less fully-featured) than for Excel on Windows, but it is slowly creeping closer. As someone who works primarily on a Mac but continues to require a Windows virtual machine almost entirely because of Smart View support, it\u2019s great to see new features coming to that version.<\/p>\n<p>The new features below work in the currently supported connection types and are demonstrated with Planning using Office 365 in Chrome. There is no support for Essbase connections (yet?), unfortunately.<\/p>\n<p>Using Smart View in these environments has some <a href=\"https:\/\/docs.oracle.com\/en\/cloud\/saas\/enterprise-performance-management-common\/svumb\/logging_in_to_smartview_365.html\">special instructions<\/a> and prerequisites, including the deployment of a \u201cmanifest\u201d file which controls the options available within the Add-In.<\/p>\n<p>For full details see <a href=\"https:\/\/docs.oracle.com\/en\/cloud\/saas\/enterprise-performance-management-common\/svimb\/creating_saving_manifest_108x259f75ca.html\">this link<\/a>. A key point to note is that new options may not be selected by default when creating the manifest file; for example, the \u201cBuild Function\u201d option for the Function Builder is described below:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/KydZZLKJQ44QaAKmucNDVUsUOzNiiTaSNwjzlCx2b8R89vcKXhoBlfNuxHUj_MOGdBmALqluKfutAqTFeKQgjXgiosEiyWUuj1l_SipK4Y5GvN57Dt9C0GuWJZ6ak-x7xYP3ASsZ\" alt=\"Oracle Smart View deployment options.\" width=\"624\" height=\"279\" \/><\/p>\n<h3><\/h3>\n<h3>Improved Member Selection Dialog<\/h3>\n<p>The first new feature is an improved Member Selection dialog. In this blog, I\u2019m using Smart View in the browser (Chrome, specifically) so I have followed the required setup steps linked above already. I have also logged in to my EPM Cloud application \u2013 Planning, in this case &#8211; in a separate tab in Chrome. First click on the Home button, which brings up a dialog:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/8vo4UPmZqO_cgfmAixkOwN02EsRxdYgxXN0AvoXqlaK3o1PinB20njL3quSnXehe7B3LHs4pmF2fB_XhIJzpg-AV_h7qsWi9dUvqYQAhf5tQbsBArS1TTEjpQSP8-vlJpkyAcfQr\" alt=\"Oracle Smart View Member Selection\" width=\"624\" height=\"326\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>In this example, I\u2019ll select the Plan1 Plan Type of the demo Vision application. After selecting the Plan Type, a further dialog asks for an option for the application. Here I\u2019ll select Ad hoc analysis.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/_yo5rXiRQbyP0FGmCgNVsqbkrvLGe3imi8CBn9AU9lhB2huDOPJlGs4qfhclmMxSeALAucrZthdcE959lmTDG8b7pPO7Np6EuF4g8fm5Jr9KrN1rDm9oPfmkgQHHL12czqrWU8y6\" alt=\"Oracle Smart View Ad hoc analysis selection\" width=\"341\" height=\"197\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once the worksheet is connected, the Member Selection button on the Smart View ribbon displays the improved dialog:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/ai0HTuiHDiuurQn8Bca3i8rcsZLmdhMwBiNG1Zz4gt9Lr7sQvFhYAVbE5YfYHUc1ApIL7gpJ_zWiGmGv32gsGj8Ur6aHQa1c8p57maZAHWYd-BOlSFYwL5uu5IRdaqdh3HWHK0SD\" alt=\"Oracle Smart View Member Selection\" width=\"624\" height=\"286\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The dialog allows users to select individual members from a dimension. It also allows for the selection based on the relationship to a chosen member, using various standard hierarchical relationship functions:<\/p>\n<ul>\n<li>Descendants<\/li>\n<li>Children<\/li>\n<li>Siblings (including \u201cleft\u201d and \u201cright\u201d siblings)<\/li>\n<li>Parent<\/li>\n<li>Ancestors<\/li>\n<li>Level 0 Descendants<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>All of the above besides Level 0 Descendants also permit inclusion or exclusion of the selected member itself (e.g. \u201cdescendants including the selected member\u201d or \u201cdescendants excluding the selected member\u201d). In addition to these relationship functions, the Member Selector also has options to select members according to:<\/p>\n<ul>\n<li>Level<\/li>\n<li>Generation<\/li>\n<li>Attribute<\/li>\n<li>UDA (User-Defined Attribute)<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>The Member Selector also has a very usable search function. The search will find a string anywhere in a member name or alias, without having to use a wildcard, but \u201c*\u201d (for one or more characters) and \u201c?\u201d (for exactly one character) are also available as wildcards:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/U1r_CnZu5gVC1S9SnXOubtKoCexqRLRWJRquvWw_Qg0SLXzUn4t0AbOxRizarcPH9wtdS5_7MA0g6RTF3IgCwfNY9iKjd6U5iKpdKkT9ugb0I0AVGLKwNnRfuhLI6v3_b69Q_UuE\" alt=\"Oracle Smart View wildcard feature\" width=\"549\" height=\"449\" \/><\/p>\n<h3><strong>Function Builder<\/strong><\/h3>\n<p>The next new feature is a <a href=\"https:\/\/docs.oracle.com\/en\/cloud\/saas\/enterprise-performance-management-common\/svumb\/function_builder_365_100x4e5170a0.html#GUID-05333645-D387-4D53-8360-44DD8416DE0B\">Function Builder<\/a>, which provides a friendly interface to build HsGetValue, HsSetValue, and HsAlias functions (themselves, useful to build highly formatted reports and forms that don\u2019t necessarily follow \u2018standard\u2019 Smart View ad hoc layout or formatting. To use it, select the Smart View ribbon, and as before, click on the Home option and select the Plan1 Plan Type.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/zJz6PcbPRlra806HSZjBlP_lctfulmDl6QYkJaiUvlSFVJIFBLpYIVkoKUmtdytLZajnlGvpsZLzvfcCkxbr_zjcR6KvR6ytBZrYwbF4ebKu7ocw93xSa7k8P8Av8E0dUvPgQjNw\" alt=\"Oracle Smart View function builder\" width=\"524\" height=\"583\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>This time, choose the option Set as Private Connection for Functions, name the private connection \u2013 in this case, \u201cVisionPlan1\u201d and then click OK. Now that I have a named connection, I can go back to the Smart View ribbon, and choose the Build Function option under General.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/oYAiDIuqbuyZzpZWzyqZUHJWBWDygEXRfA3wRh-c6hLvr-PUK3P712tIEHGL0BIkv_yEIvpbwBlrtSzAQF_82dgnoTdFg4aNbaRn9o8QNw5lPqz_6Fhf03nsJgssaNSvuWM1rEJE\" alt=\"Oracle Smart View ribbon\" width=\"281\" height=\"864\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The Function Builder dialog appears, with options to choose between the HsGetValue, HsSetValue, and HsAlias functions. I\u2019ll select HsGetValue.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/mFmXYlYEVCS3bAOzJwxKOPp57VAckz4GYUk8BiMxP-lcw4GiLnlEZI2XQ-GlYGkH2qAlGk3PolTUM71MrrkP-skPwPMF15vj4kNOt4wDTFNigm6ceqxZFyKytsulbqsSkDyUiuO1\" alt=\"Oracle Smart View select function\" width=\"624\" height=\"818\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The dialog now changes to show a series of fields \u2013 one for the Connection (where I can use the \u2018VisionPlan1\u2019 name created earlier), and one for the member list, comprised of one member from each dimension in the Plan Type. These can be manually entered in the format <em>DimensionName<\/em>#<em>MemberName<\/em>, or, by clicking the folder \/ magnifying glass icon immediately to the right of the field, via the improved member selection dialog:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/zXgPxd5BRqqqhxOclbukR2LUduSABMVf0N0eScKqU4TkZeF2zeXv4r3U71RCAVOBJYKShxyKhUdos7UzbEEdpABJ4Th4PBeX2JAVet_MfxtazVdWstUuoZ5fAJ3AN0LjiB3SR8qU\" alt=\"Oracle Smart View member selector\" width=\"624\" height=\"284\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once the connection and all members have been entered (or, more easily, selected with the Member Selection dialog), clicking the Apply button inserts the formula into the currently selected cell of the current worksheet:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/xjM7ag52oBIlSSA_flw78j2caJCR0SmUKVufYDG5RcwvhQW9mN0XBX1Y15Aa7rqRgfwW6ImIhn6Cb8futsxEDrVBKX0rFLvttn60a_RronqIVjCXsBeNhz5B8UrIVgcskOK92I6M\" alt=\"Oracle Smart View\" width=\"624\" height=\"145\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>As normal, when inserting a new formula, the value shows #NeedsRefresh. Clicking the Refresh button on the Smart View ribbon retrieves the value from Planning.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/DYktR5hBwdz3YEZQOyy32NQ763Qu2zsj9QR5fRxgIpcyR00ObM5sZxz75qatHT9R0WknyHHpsiL82_e2HrC6vqOZPz5Nxmy3fzjLJ0vp6yRpZeqFMG233eVc2P-0CIZsnmAZxI9g\" alt=\"Oracle Smart View\" width=\"624\" height=\"202\" \/><\/p>\n<h3><\/h3>\n<h3><strong>HSAlias Function<\/strong><\/h3>\n<p>The last new feature for this post is the <a href=\"https:\/\/docs.oracle.com\/en\/cloud\/saas\/enterprise-performance-management-common\/svumb\/hsalias_100x4c690970.html#GUID-5880183E-ACD3-4EBF-9277-E9AFCCAB9E76\">HSAlias<\/a> function. The HsAlias function returns the alias of a particular member taken from a specific alias table. This can be useful (as with HsGetValue and HsGetValue) for creating custom format reports and layouts that don\u2019t necessarily follow standard Smart View ad hoc layouts, or if producing a report that mixes aliases from different alias tables.<\/p>\n<p>The HsAlias function can be entered manually, or accessed via the Function Builder described above:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/7TWnQ72XDckGOsFHQnecaThM3MK-noMOu9o-X66kKn7Ge69N_xogvEwIEzqob2l550vz-ykZiI7emQcw3Xfbhu-YGHlS5XmfpBlMqFzDSQM5TtO1aXqgNxAZyp8gkpPKuFPBOkmh\" alt=\"Oracle Smart View HSAlias function\" width=\"469\" height=\"569\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>In this example, I\u2019m returning the alias for the Period dimension member Dec but returned from the \u201cEnglish\u201d alias table (I had to add this alias \u2013 Periods don\u2019t have aliases in the Vision application!):<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/S0uJTfxq5nbT9G7P8Ws7IZCJ2HRae7vaBXjzz8bOhdsLXmA48VFYGbkB5Dc0t3r6b8Q1gyr-CA3GZrruGRPnnnHZehSS-TDurmgAHFT9v2W8jed3JHwjOkxyvZnUQlsFolcVQXbY\" alt=\"Oracle Smart View HsAlias setting\" width=\"357\" height=\"487\" \/><\/p>\n<p>And sure enough, after the required refresh, the alias is returned to my worksheet:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/G0TD1rHYgv97DDc-3U-5JcTqTbALzUFj41cf4Mojot261Ts-EbrdO4OuwgOqXB03gzgYw4XpLMzRuIcfrQG4p6aRtJeWhKu714ScY-Xy3kpUA4AMzMlMF1IqvJN2YZK_cZXOPFpi\" alt=\"Oracle Smart View on Mac blog\" width=\"179\" height=\"120\" \/><\/p>\n<h3><strong>Conclusion<\/strong><\/h3>\n<p>There is still some way to go before the Mac and Browser version of Smart View can be said to enjoy parity with the Windows version. But it\u2019s encouraging to see that development continues, and with each set of new features, using Smart View outside Windows becomes a more useful, more realistic proposition.<\/p>\n<p>Many users will still need Windows-only features, and I\u2019m not going to give up the Windows Virtual Machine I run on my Mac in the near future \u2013 but I could certainly be tempted to open Chrome instead of spinning up VMWare Fusion when the features I need are all there.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Oracle Smart View for Office provides a common Microsoft Office interface designed specifically for Oracle&#8217;s Enterprise Performance Management (EPM) and Business Intelligence (BI). Smart View for Excel on the Mac or in a browser is less widely used (and less fully-featured) than for Excel on Windows, but it is slowly creeping closer. As someone who [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":7577,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[101],"tags":[123],"industry":[],"class_list":["post-7576","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-oracle-cloud-applications"],"acf":[],"translations":[{"blog_id":1,"post_id":7576,"name":"Europe","code":"EN-GB","hreflang":"en-gb","url":"https:\/\/www.version1.com\/blog\/oracle-smart-view-mac-browser-catchingup\/","is_current":false},{"blog_id":13,"post_id":7576,"name":"Americas","code":"EN-US","hreflang":"en-us","url":"https:\/\/www.version1.com\/en-us\/oracle-smart-view-mac-browser-catchingup\/","is_current":true}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Oracle Smart View for Mac and Browser - Catching Up? | Version 1 (US)<\/title>\n<meta name=\"description\" content=\"Oracle Smart View on the Mac or in a browser is slowly creeping closer to the Windows version. 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