FINANCIAL SYSTEMS

SMART VIEW/ESSBASE UPDATES

SmartView Updates
1. Point of View in row 1 ................................................................................................................................................ 2
2. Butterfly Report .......................................................................................................................................................... 5
3. Display Member Name and Alias ............................................................................................................................. 6
4. Paste Ad Hoc Reports into PowerPoint and Word................................................................................................ 7
5. Cell Based POV Selection ........................................................................................................................................... 9
6. Multiple Grids ............................................................................................................................................................ 10
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SMART VIEW/ESSBASE UPDATES
1. Point of View in Row 1
In SmartView when connecting to the newest version of Essbase (11.1.2.3) the Point of View
(POV) will be displayed in row 1 for Ad Hoc reports.

When the POV is selected in the Essbase toolbar, row 1 will be hidden and the POV window will be
displayed. It is important to note that even though row 1 is hidden it is still part of the Grid and the
POV selected members still exist in the row.

If you are used to manually adding the members into the Grid we recommend deleting row 1,
entering the members, and then refreshing the report. Row 1 will automatically be added again
and display the correct information.
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SMART VIEW/ESSBASE UPDATES

Manual creation:

After refresh:
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SMART VIEW/ESSBASE UPDATES
You must be careful that you dont have the members listed in both the Grid and the POV; this will
cause an error. In the example below Project Grant is listed in the POV in row 1 and the grid in row
9.

This error can be fixed by removing the duplicate dimension reference:

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SMART VIEW/ESSBASE UPDATES
2. Butterfly Report
You can create an Ad Hoc report where the member names are in the middle of two columns of
data. In the example below you can see the MTD and YTD results with the Account members
between the Balances members.

Typically, Smart View grids are comprised of member names on top rows and columns on the left. Data
cells corresponding to the row and column member cell combinations are displayed in the grid.

An alternative to this approach is to have member names in rows, in the middle of a grid with data on
both sides. This is referred to as a butterfly report:
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SMART VIEW/ESSBASE UPDATES
3. Display Member Name and Alias
In an Ad Hoc report you can display both the Member Name and Alias of a dimension in a row at
the same time.

Click on Options on the Smart View tab:

In the Member Options, change the Member Name Display to Member Name and Alias

Both will be displayed after selecting refresh

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SMART VIEW/ESSBASE UPDATES
4. Paste Ad Hoc Reports into PowerPoint and Word

You can copy Ad Hoc reports into PowerPoint or Word, however you can only change members stored in the POV.
Highlight the data you would like to past into PowerPoint or Word, and select Copy from the Smart View tab.

In Word select Paste from the Smart View tab.

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SMART VIEW/ESSBASE UPDATES
The results will be pasted with no formatting. To change a dimension stored in the POV click on Manage POV on
the Smart View tab.

In the Manage POV window you will be able to change members that are in the POV in the Ad Hoc.
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SMART VIEW/ESSBASE UPDATES
5. Cell Based POV Selection

Dimensions that are located in the POV can be changed through the member selector which can
now be accessed through the cell.

Clicking the will open the member selector.

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SMART VIEW/ESSBASE UPDATES
6. Multiple Grids

Multiple grids can be contained on the same worksheet, making it possible to have more than one
Ad Hoc report per sheet.
To start, highlight a range of any size on a blank worksheet, and select Ad hoc analysis on the
database you want to connect to.

A window will open asking if you want to create a sheet that supports multiple grids.
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SMART VIEW/ESSBASE UPDATES
To start a new grid highlight a new range on a worksheet, and select Ad hoc analysis on the data
base you want to connect to.

You will have two grids that you can interact with independently of each other.