What is Smart View?
Smart View is a comprehensive tool for accessing and integrating Oracle Enterprise Performance Management (EPM) and Business Intelligence (BI) content from Microsoft Office products. Using Smart View, you can view, import, update, distribute, and circulate data in Microsoft Excel, Word, Outlook, and PowerPoint.
Smart View Capabilities include:
- Full ad hoc and free-form analysis capabilities for Oracle Hyperion Financial Management (HFM), Oracle Essbase, Oracle Hyperion Planning, and Oracle Business Intelligence Enterprise Edition (OBIEE)
- Full ad hoc and free-form analysis capabilities for Oracle EPM Cloud data sources, including Oracle Planning and Budgeting Cloud (EPM Planning Cloud), Oracle Financial Consolidation and Close Cloud (FCCS), and Oracle Tax Reporting Cloud
- Data access from Relational or multidimensional sources
- An alternative, Office-based interface for leveraging EPM on-premise and cloud product data entry forms
- Ability to create data perspectives for users called Smart Slices
- Ability to dynamically refresh EPM and BI data across Office documents with a single click
- Ability to perform selective, multi-page import of Oracle HFM documents
- Point of View (POV) search for efficient, context-based searching
- Support for highly-formatted grids in Microsoft Excel
- Ad hoc or Free-form Analysis for EPM and BI data in Office
Smart View is ideal for users requiring an integrated environment with their data:
Predefined Form Interaction - EPM application users that execute predefined input/reporting forms find Smart View a convenient way of completing tasks within the Office environment. These users would be planners or consolidators who want to work in the Excel environment either for consistent experience compared to the web application or to tie other spreadsheet-based models into their process.
Reporting - this is another dimension of Smart View usage which leverages the capabilities of EPM data retrieves. Once the data is available within Office, users can create reports as needed based on a combination of data sources.
Access to Pre-Created Content - another area of use is for importing pre-created content such as charts or grids from Oracle Hyperion Financial Reporting and OBIEE to PowerPoint, Word, or Excel. The imported content can be refreshed from the Office environment.
Smart View provides a common Microsoft Office interface for the following Oracle Cloud and Oracle Analytics Cloud data sources:
- Planning
- Planning Modules
- Narrative Reporting
- Financial Consolidation and Close
- Oracle Hyperion Profitability and Cost Management
- Strategic Modeling (requires the Strategic Modeling extension)
- Tax Reporting
- Oracle Analytics Cloud
- Oracle Analytics Cloud - Essbase
Smart View provides a common Microsoft Office interface for the following Oracle on-premise data sources:
- Oracle Essbase
- Oracle Hyperion Financial Management
- Oracle Hyperion Planning
- Oracle Hyperion Enterprise Performance Management Workspace
- Oracle Hyperion Reporting and Analysis Includes Financial Reporting (requires the Financial Reporting extension for Smart View), Oracle Hyperion Interactive Reporting, Oracle Hyperion SQR Production Reporting, and Oracle Hyperion Web Analysis
- Oracle Hyperion Strategic Finance (requires the Strategic Finance extension)
- Profitability and Cost Management
- Disclosure Management (requires the Disclosure Management extension)
- Oracle Hyperion Financial Data Quality Management, Enterprise Edition
- Oracle Business Intelligence Enterprise Edition
As an Oracle Gold and Oracle Cloud Partner, MindStream has a team of experts with over a decade of experience in the EPM/BI/Analytics space. We are proud to say that our team has a blend of business and technical experience, which is important for strategic solutions. By keeping pace with today's technology advancements, our consultants help companies understand how to proactively manage performance by using the data that drives your business, tracking and reporting on financial performance, and leveraging analytics for deeper insights and competitive advantage
Partner SpotLight
Oracle
Oracle has the most comprehensive suite of integrated, global business applications that enable organizations to make better decisions, reduce cost
Our Company
MindStream Analytics' senior staff was there at the birth of Business Intelligence. We have been part of building Business Intelligence nationally from its humble niche product status to the ubiquitous analytic tool that it is today. MindStream consultants are well versed in reporting and information management and are ready to help you leverage the power of multiple tier-1vendors. From Oracle Hyperion to IBM Cognos, we can help you select and integrate the right tools for you to better understand your information. MindStream Analytics has experience across a wide variety of industries: Business Services, Consumer Products, Energy, Financial Services, Healthcare, Manufacturing, Transportation , and Telecommunication. We have the depth and breadth of experience to help you deliver actionable information to users.
Case Studies
Accumen
Thanks to the intervention of MindStream Analytics, Accumen's Finance department can now model their business with a new, more organized structure that isn't conventionally available in NetSuite.
Acme Brick
Acme Brick turned to MindStream Analytics for help implementing OneStream to replace their outdated TM1 solution.
Alterra
Alterra sought the expertise of MindStream to address the challenges they faced in their Capital Planning process.
ATCO Group
Energy conglomerate ATCO operates worldwide in utilities, power generation, and related services.
Avalon
Working with MindStream Analytics, Avalon Healthcare Solutions adopts NetSuite Planning and Budgeting to accelerate budgeting and forecasting processes.
Bayer Health Care
Bayer Healthcare implemented Hyperion Planning and Workforce Planning in 10 weeks to dramatically streamline their Income Statement budget and Workforce Planning process..
BluEarth
MindStream Analytics' partnership with BluEarth Renewables epitomizes the power of technology and collaboration.
Celgene
An Oracle Hyperion Planning Upgrade provides multi-national organization Hyperion Application optimization and stabilization.
Cleaver Brooks
OneStream XF was chosen as the platform that would transform Cleaver-Brooks' Finance processes.
CoorsTek
The collaboration between CoorsTek and MindStream resulted in significant improvements in CoorsTek's financial consolidation and reporting processes.
Elite Body Sculpture
MindStream Analytics' collaboration with Elite Body Sculpture encapsulates the transformative potential of targeted tech solutions in streamlining administrative processes.
Enlyte
Enlyte, a merger of Mitchell, Genex, and Coventry, faced challenges with disparate financial solutions and the need for combined reporting.
Flanders
MindStream Analytics collaborated with Flanders to implement OneStream Consolidation and Reporting solution.
Foley Products
Foley Products was facing a significant challenge with its Excel-based actual management reporting system.
Harte Hanks
The collaboration between MindStream Analytics and Harte Hanks culminated in a highly customized, user-friendly NetSuite implementation.
Interface
Interface used a complex, manual, excel-based FP&A process for monthly review, and the summary data was loaded in OneStream.
Kymera International
Thanks to Mindstream Analytics' assistance, Kymera was able to load all of their data into OneStream and validate it successfully.
MacLean Fogg
MacLean-Fogg partnered with MindStream, a leading implementor specializing in modernizing and optimizing enterprise systems.
MEPPI
MindStream's expertise and experience were sought to conduct a vendor selection initiative focusing on MEPPI's F2023 planning process.
OUAI
MindStream Analytics and OUAI's collaboration showcases the transformative power of strategic technological intervention.
Plaskolite
By migrating to OneStream, Plaskolite has achieved a material reduction in consolidation time and overall Financial Close cycle, eliminated the hours spent compiling and verifying data in Excel, streamlined its Planning, Budgeting and Forecasting model and delivered flexible and timely reporting that enables more strategic analysis of their financial data.
Redwire
Understanding the nuances of Redwire's challenges, MindStream Analytics devised a holistic approach to overcome them. The implementation of NetSuite was just the beginning.
Simon
Simon's existing corporate Hyperion Financial Management (HFM) production application was consolidating at a rate of seven hours, a performance issue causing great headache to corporate Accounting.
Source Code
The successful transition to OneStream revolutionized Source Code's financial reporting.
Subway
Subway collaborated with MindStream Analytics for the NetSuite Analytics Warehouse implementation.
UPenn
MindStream Consulting and AppCare team members are proud be working side by side with UPenn university in accomplishing this implementation and along with continuing our AppCare services after go-live.
USG
USG was an Oracle Hyperion customer realizing that it needed more specialized support for its various Oracle Hyperion applications.
Vantiv
Dividing a hyperion planning application, expanding the hyperion footprint to forecast on the business? Customer categories.
Versant Health
Versant Health engaged MindStream to help resolve the challenges they were experiencing with their consolidation, close, and financial reporting processes.
Virginia Spaceport Authority
The MindStream team implemented the Standard + Workforce NetSuite Planning & Budgeting.
WeWork
MindStream Analytics determined that the best solution was to implement Oracle Essbase Cloud as part of the Oracle Analytics Cloud (OAC) platform-as-a-service
WindStream
Innovative use of essbase to streamline and connect hyperion financial management for enhanced financial analysis.
XY Planning
MindStream Analytics, well-versed in addressing such challenges, presented a comprehensive Netsuite solution for XY Planning.