By Paul Hoch
February 23rd, 2015
Oracle Hyperion Smart View for Office is a powerful user tool allowing for easy and flexible ad-hoc reporting and it’s a tool that can display things like web forms and grids. But, did you know that you can also use it as an administrative tool?
In this post we will cover the Planning Admin Extension and how metadata can be maintained from within Smart View.
The first step is to install the Admin Extension which is available from the Workspace under Tools | Install | Planning Admin Extension. This is a separate install from the base Smart View install.
Once we have completed the install (and restarted Excel if necessary) you will find that under your Planning connections you now have a Dimensions section.
With a right-click on a selected dimension you can choose to Edit it.
This will bring that dimension into your worksheet. You can drill down on it and the properties will all be visible. In order to add a new member to the Entity dimension shown here, I have chosen to insert a row on my worksheet.
Adding in Mexico to my entity structure is as simple as typing it in and then selecting properties as appropriate through the drop down lists.
Once I have specified the member, its parent and then the properties I wish to set, it needs to be sent to the database using the Submit Data button.
After doing that you could log in to the Planning Web interface and see that it has been added.
If I liked, I could add multiple members and never log in to the web interface. I’ve just shown it here for illustrative purposes. When the dimension maintenance has been completed I can even refresh the database from Smart View. Right Clicking on the Dimensions section shows Refresh Database and Create Database as options.
Member properties can also be updated using the Smart View interface. In the example below I have changed the storage property for the member Total Entity to “Dynamic Calc” and the color has changed to reflect that the change has not been submitted to the database.
You can also move members around in the outline. I would like to move “Unspecified Entity” from the parent “Entity” to “Total Entity” so that it is included within a roll-up. This is accomplished by simply typing in the new parent’s name in column B.
After submitting data, refreshing the database and reopening the outline in EAS we can see that our changes have been carried through to Essbase.
One limitation that you need to be aware of is that at the moment there isn’t a facility to remove a member from the database. You’ll see that I have continued to build out my hierarchies and I now have a Europe roll-up that includes France.
In summary, the Planning Admin extension is a useful tool to build out hierarchies, change properties, and move members around the outline.