Automate Smart View in Your Cloud Applications

Paul Hoch

December 22nd, 2016



As part of our Top 10 Blog posts of 2016 series, TopDown’s experts are weighing in on how each of these topics fits in with the maturing of EPM in the cloud. Paul Hoch has provided an update on the 7th most popular post of 2016, Automate Smart View in 2 Steps.


The good news is Smart View is fully available and supported with Cloud applications.

We are seeing a push towards cloud solutions in the industry in general and with Oracle rolling out many new cloud products in the last few years something that our customers have often expressed concern over is, “How are my existing Spreadsheets, Reports, and processes going to work once we migrate to the cloud?”

Oracle has made migrating existing Planning applications relatively straight forward using LCM and importing applications. How about your Spreadsheets? The good news is Smart View is fully available and supported with Cloud applications. The only major difference you will encounter is that the log-in is slightly different. You will see a secondary pop-up that asks for your authentication information. Once you have logged in however, you will have virtually the same experience navigating against your cloud applications that you have in an on-premise world.

One thing that you might need to take into account is that if your on-premise solution includes “Full Use Essbase” and you have users connecting to Planning databases with an Essbase connection, that is NOT available in (E)PBCS so you will need to get used to the Planning Ad-Hoc connection instead of a native Essbase connection.

With that one caveat, you might be curious about using VBA to automate your spreadsheets or perhaps you have existing VBA automation in your on-premise applications and you want to be sure that they are supported in PBCS. The answer is, for the most part, yes VBA is supported in PBCS. The best source of information is to review the Oracle Smart View for Office Developer’s Guide. For each VBA function, the supported provider type is listed. For instance, in the examples below we set certain options. If we review the Developer’s Guide we will see the following:

And from this help document we can see that the HypSetGlobalOption is supported for the Oracle Planning and Budgeting Cloud provider.

The current version of this document is available here: and you should evaluate your current spreadsheets and code against the supported features listed in this document to make sure your transition to the cloud goes smoothly.

Paul Hoch

About Paul Hoch

Paul Hoch has over 18 years of EPM and Hyperion experience, specializing in Essbase and Planning. He has successfully completed large-scale EPM implementations for clients in industries ranging from retail to government and financial services to health care. Paul has served as solution architect and team lead for implementations and he has developed and delivered advanced team training. He also blogs and presents regularly on EPM topics, including Essbase, Planning, Hybrid Cloud implementations, PBCS, EPBCS, Smart View, Calc Manager, migrating to the cloud, and more.

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