Smart view vba functions pdf

Oct 05, 2011 im using smart view to retrieve data from hyperion. Does anyone know how i can write a vba code to connect to oracle smartview essbase hyperion using excel. Oracle smart view for office vba functions may return any of the values in table 1 to indicate success or failure of the function. An excel addin pack includes all the functions for that bundle, plus the common functions, as defined in the functions directory at time of purchase.

All oracle smart view for office vba functions are contained in the file. To declare all smart view vba functions, in excel visual basic editor import. Introduction the if function is one of the most used excel functions because it is easy to understand and very flexible when you apply it to real life situations. These users typically build vb applications and incorporate smart view functions to get relevant information. How to savecopy smartview pov from one excel spreadsheet. Hyperion smart view for excel is there a macro script tha will return the available functions and subs in a given xla file. Mar 09, 2014 the smart view has been enhanced lately to include lot of new capabilities retaining excel based formatting, butterfly reports, multigrid reports, etc. Import financial reports from calplan, calrptg and hcprptg in fully formatted or query ready format for further ad hoc analysis. This must be done in every excel file which will be referencing smart view functions. You access these functions from the smart view menu at the functions drop down and select build function to. The menu equivalents are visual basic functions that execute the hyperion menu commands. If you want excel vba to perform a task that returns a result, you can use a function.

Mar 24, 2014 migrating from excel addin with vba to smart view simplified 1. Oracle hyperion smart view for office, fusion edition, users guide. Does anyone know where i could find a list of function names housed in the hyperion smart view hstbar. This function is supported for oracle planning and budgeting. He has worked with customers to implement hyperion planning applications, disaster re. This operation copies the visible contents of the source worksheet but not the metadata connection information, pov selections, alias tables and the like to the destination worksheet. Cause excel saves the location of the smartview addin with each function. It is one of a series of functions built into smart view that we use to retrieve application data in to a specific cell. A shortcut to using the hypgetmemberinformationex function is to use the hypgetparent function but that function does not return the level. All oracle smart view for office vba functions are contained in the file smartview. Smart view supports the epm system product versions listed in the release compatibility tabs in the oracle enterprise performance management system certification matrix.

According to the on line smart view doc, candidate functions are. Note that this section will create the private connection needed for the login. Hypsetoption vtitem,vtoption,vtsheetname byval vtitem as variant byval vtoption as variant byval vtsheetname as variant parameters. Further, if you have extended macro functionality using the vb api, the vb api is now longer available. Smart view functions are available through the smart view toolbar and can be used with essbase, hfm, planning or cloud connections. In this course, you learn how to use smart view to query, consolidate, and analyze data from financial management applications. For smart view users quick tips using simple vb macros. Smartview vba code to connect to essbase hi, i am trying to connect to essbase v 11. I have some experience with programming in a professional capacity including the use of vb but given how flexible smart view is anyway i am struggling to understand what added value people usually gain from using the vba functions functionality with smart view.

Step 5 we are going to use 2 smartview functions for our macros, before you can use the vba functions. That being said, many of the more common api functions called by custom programs have been integrated into the vba functionality of smart view. Smart view enables business users to access and analyze data from various oracle hyperion data sources. Oracles documentation on this function is a bit confusing. Refer to the readme files for information pertaining to the above requirements.

Ive built a vba macro that completes a number of hfm functions which all work fine. By selecting fewer fields to display and default the faster the list will return data within smartview. We subsequently released an excel addin that incorporates many of the features that we demonstrated, including the ability to speed up smart view queries by 50% or more, and to. Occasionally, it is necessary to perform smart view functions behind the scenes using vba code, rather than manually using the smart view toolbar. Feb 25, 2016 hypsetoption enables you to set smart view options as both default and sheet specific so you do not need separate vba commands for the two types of options. I want to do this in excel vba via smart view vba functions already. This chapter describes how to use field maintenance within smartview.

Using smart view, you can view, import, manipulate, distribute and share data in microsoft excel, word and powerpoint interfaces. It is important to note that a connection to essbase is assumed and that the connection is active and the function must be declared by including the smartview. Smart view problem with smartview function hypcell in vba dear all, its my first post here. Call essbase connect function call essmenuvconnect goto step1 else shtname worksheetswkshtnamesi. Hypuiconnect a new vba function is introduced in this release. Smartview functions contain the full path of the smart view addin when opened. Smart view macro fuctions visual basic for applications. Using vba to create a drillup function in smartview for essbase posted by checkpoint consulting 72814 9.

Optimizing user productivity with oracle smart view 11. In hyperion planning, when viewing the form, the link icon to smart view to view the data in smart view at the top of the screen does not work. Two new vba functions for essbase one to retrieve a calculation script into a string variable and the other to execute a calculation script string. When you connect to a data source other than oracles hyperion reporting and analysis, the corresponding data source ribbon is also displayed. Migrating from excel addin with vba to smart view simplified. You create ad hoc queries, freeform grids, and advanced reports. The oracle smart view for office developers guide is available in the oracle help center. Smart view training guide 3 updated 1262018 establishing a connection 1. As you can see the list of available references and check box for each reference and you will notice that few check boxes are already. You create a smart query by defining one or more sets of members from the dimensions in an application. This tutorial introduces the vba toolkit for smart view. In this tutorial you learn how to use adhoc analysis to create reports and analyze data in smart view for narrative reporting. Have you ever wanted to know what the member formula of a particular member is with ease.

You can use these functions in formulas to manipulate data, to add or subtract dates, or to make calculationsto name just a few things you might want to do. From the smart view menu, select options, then advanced, and ensure that improved metadata storage is selected. Sharepoint and smart view excel formula i am using a sharepoint site to house a document that has links using smart view. Smart view macro fuctions free download as pdf file.

Smartview vba functions g b raja oracle feb 25, 2009 7. Jun 27, 2015 we presented on the topic of optimizing user productivity with oracle smart view 11. To open this library from the smart view ribbon, click the arrow next to help, and then select documentation. Information about oracle smart view for office vba functions is in the oracle smart view for office developers guide or oracle smart view for office developers guide. This document describes the new features introduced in oracle hyperion smart view for office release 11. Copying from a pdf file may cause characters in the code to be lost. The readme file should also be consulted prior proceeding with the psu implementation. Thing is that i am able to make connection, but not able to autneticate after connecting to appname and dbname in that server. Information about oracle smart view for office vba functions is available in the oracle smart view for office developers guide. Vba is rich in functions that perform a variety of tasks and calculations for you.

Oracle smart view for office smart view provides a common microsoft office interface designed specifically for oracles enterprise performance management epm and business intelligence bi. Oracle planning and budgeting cloud service version 11. The difference between a function and a sub in excel vba is that a function can return a value while a sub cannot. Is there a macro script tha will return the available functions and subs in a given xla file. Count do while i smart view for excel does anyone know where i could find a list of function names housed in the hyperion smart view hstbar. Some of the detail on the report could be removed to improve response time but the user needs a quick and easy way to access the data that has been removed. Select the shared connections link on the right side of the worksheet 3. Use the smart view vb toolkit and retrieve the member formula of a particular member or members with an excel function.

Every time i open a document from the sharepoint site, the smart view link automatically adds a web link back to the place the file is housed in the sharepoint site in front of the smart view link. Using sql to map null values to ignore in data management. Using vba to create a drillup function in smartview for. The problem is that each function is a separate call to the source. Creating basic ad hoc reports in smart view youtube.

Information about oracle smart view for office vba functions is in the oracle smart view for office developers guide or developing applications for smart view for office. This document contains important information that includes supported paths, implementing and configuration steps, list of new features and defects fixed, along with additional support information. Smart view operations in microsoft office applications are available through ribbon commands. The value returned is dependent on the purpose of the function and the arguments, if any, passed to it.

Several common questions come up when dealing with smart view so the following is a list of tricks and tips to help you make the most of your smart view experience. Tutor perini uses a combination of predefined templates and smart view. Using spreadsheet toolkit vba applications in smart view. Smart view login scriptand error trapping real tri geek. When you first open the spreadsheet and to give you access to connect to the data source, a rutgers. Smart view vba functions may return any of the following values to indicate success or failure of the function. Company recently upgraded to smartview and i cant seem to find the commands for connecting and for retrieving the data using smartview.

Developing applications for smart view for office oracle docs. I had the following code and it worked great, but that was in an older version of essbase. For more information on crystal ball, see the oracle crystal ball user manual. Dec 14, 2016 ive spent hours going through the oracle smart view guide for vba functions but have yet to come up with an answer. Essbase combines the advanced functions of microsoft excel with sophisticated ad hoc. It offers hundreds of options to help pull, analyze, and report data. Functions and subs become very useful as program size increases. Hyperion smart view user guide tutor perini helpful links. I want the macro to automatically name the file with the contents of. How to troubleshoot excel crashes during smart view use. Enterprise performance reporting cloud service is now narrative. Smart view enables you to customize and automate common tasks by using vba functions. Problem with smartview function hypcell in vba smart view. The smart view ribbon, which contains commands for common smart view operations, is always present.

A new smart view function, hsalias, is now available. But when i try to use hypcell, results are weird and unexpected. The hsalias function displays the alias of the specified dimension member. Inserting results of hyperion smart view vba function into list box andor worksheet range. This function is important to help speed up the performance of smartview lists. Sep 03, 2014 i have a few posts lined up, many of which contain code samples. A brand new user interface that unifies your experience across all device direct access to your favorite apps on the mobile phone without interrupting tv playback a completely redesigned soft remote that is always accessible direct deep linking to your entertainment apps including sports, music and games ability to turn on. Smartview vba code to connect to essbase smart view. Smart view formula becomes invalid when sharing workbooks. Functions are meant for advanced users who know exactly what they need for example, actual profit for month of january for eastern region for all products and want to create custom applications. Working with smart view in an interactive case study, users learn how to use smart view to query, consolidate. The macro prints to pdf, but then it stops at the save as stage, where i have to manually enter the name of the file and click save. This first one is what i use when logging into essbase in smart view vba. Using smartview 11 vba functions, i need to get all parents or ancestor members for a given essbase shared member.

Learn more multiple oracle smartview refresh not working in a loop works when i step through code. I doubt that the blue prism code stage would be able to directly interact with the smart view add in, but that is something that needs to be tried and researched. Does anybody know how to use hypcell function when you are connected to planning i achieve to connect by using hypcreateconnectionex and hypconnect. A return value of 1 or 2 indicates that the function ran successfully, but with a condition. Advanced smart view developing essbase applications page 357. Speaking of functions, the table following shows excel vba functions and what they accomplish. Oracle smart view pov selection mrexcel message board. The contents of some particularly complex cells may become invalid when this occurs. Smart view forms offer same functionality as those in calplanning workspace. How to troubleshoot excel crashes during smart view use doc id 1486884.

Scroll to the smart view for office section, and click the link for your smart view version oracle smart view for office developers guide is available on the books tab of supported oracle. I want to use hyperion refresh all in vba for excel 2007. Using vba to create a drillup function in smartview for essbase. I want to be able to call those functions and subroutines in my own vba. Stack overflow for teams is a private, secure spot for you and your coworkers to find and share information.

The smart view has been enhanced lately to include lot of new capabilities retaining excel based formatting, butterfly reports, multigrid reports, etc. Shared connections are stored in a central location and are available to multiple users through the smart view panel. Follow the steps to export the forecast form to hyperion smart view excel. Oracle smart view for office developers guide contents. Inserting results of hyperion smart view vba function into. Moving from essbase spreadsheet addin to oracle hyperion. Place a function into a module in the visual basic editor, click insert, module. From the smart view panel, click the arrow next to home icon, and then select private connections. You access these functions from the smart view menu at the functions drop down and select build function to have the gui walk you through the selections. Smartview vba function to enable preserve formula essbase users.

Hello, im hoping someone has some experience with vba code with regards to essbasesmartview. Tips for frequently asked questions about smart view the. When you create a private connection, it becomes the active connection. I want to be able to call those functions and subroutines in my own vba macro script. My oracle support provides customers with access to over a million knowledge articles and a vibrant support community of peers and oracle experts.

To open this library, from the smart view ribbon, click the arrow next to help and then documentation. Im looking to connect to my cube without entering my login information manually i. Migrating from excel addin with vba to smart view simplified 1. Private declare ptrsafe function hypmenuvrefresh lib hsaddin as long sub refreshws dim count, i as integer i 1 count worksheets. I have a few posts lined up, many of which contain code samples. When i clicked on smart view icon on the top of the screen, excel opened but there were no connection showed in excel and not able to forms in smart view. About the smart view developers guide the oracle smart view for office developers guide describes the microsoft visual basic for applications vba functions that you can use to develop applications for oracle smart view for office. A return value of zero 0 indicates that the function ran successfully.

Jan 15, 2018 smart view functions are used to create static reports which can then be formatted as required. To open this library, from the smart view ribbon, click the arrow next to help and then documentation, page 546 of 548. This reference is intended for advanced users who need detailed information and examples for supported vba. The closest ive been able to get is getting a successful return when running hypgetpagepovchoicesempty,project,mbrname,mbrdesc so i know the variable name is project. Creating a vba refresh macro in smart view for oracle. The refresh function pulls the data into excel on the active tab where. A pdf file of the examples workbook for easy reference. Essbase, financial management, planning, hyperion enterprise description. The hypmenuvrefresh function may not be abled to be called from blue prism.

Does anyone know the vba code that i need to use so that i can automatically refresh and refresh all using epm hyperion smartiew. Vba excel 2010 how to add or insert data to last row in a table. I presume you want to refresh all data in your worksheets. Smart view ribbon not shown when excel is invoked using vba. Excel vba programming functions visual basic for applications vba gives experienced excel users a wide range of options for creating excel spreadsheets and customizing how they look and function. Smart view for oracle hyperion financial management description. Hypuiconnect prompts the user with the connect to data source dialog box when the user name and password is not provided. In this tutorial, you use the vba toolkit to create buttons on a smart view worksheet.

1138 215 1271 386 59 202 437 101 166 280 132 1039 507 528 478 648 1503 18 1240 394 880 951 794 241 41 20 805 1112 527 1470 326 1345 916 36 35 986 767 409 1464 1173 529