This one-day course shows students the features and tricks for extending the power of Smart View into Essbase and Planning reporting. We start by familiarizing students with the essential vocabulary and basic understanding of Essbase or Planning databases. Then we get into the essential ad hoc operations of Smart View including connecting, refreshing, Zooming in/out of the hierarchy, Pivoting reports, and Keep/Remove only. We will also look at creating multiple range retrievals, using member selection, and managing the POV dimensions. After most of the essentials are covered for building reports, we will delve into other areas of Smart View including the options settings, cascade, query designer, and smart slices.
This class can be taught on our model using our Cloud environment, but can easily be adapted so that all training is conducted on the client’s database.
build ad hoc reports in Smart View on Essbase or Planning. They should understand and be familiar with all aspects of Smart View reporting and be able to modify existing reports or completely create them from scratch.
- Overview of Essbase/Planning
- Zoom In/Out options
- Pivoting reports
- Keep/Remove Only
- Smart View Options
- Member selections
- Smart Slice, Query Designer, Cascade
- Laying out a report manually
- Asymmetric reporting
- Office integration – reporting in Word/PPT