Tuesday, May 31, 2016

How to Clear Smart View URLs from Options->Advanced?

I get this question on a regular basis, so I think that it is blog post worthy.

A user miss-spelled, or copy-pasted or just wants to clear the history of the Smart View URLs that have accumulated over time.

Even though it is pretty straight forward, it is not always easy to remember or find the nicely hidden folder path to the .xml file that needs to be modified.

The file is named: "properties.xml"

The file folder path on your machine should be similar to the following:


You can open the file using notepad, textpad, etc.The file is formatted using markup language and structured with opening <cfg> and closing </cfg>

Within the configuration, is another tag that contains the current provider URL, using <provider> that you have entered into the Smart View Options -> Advanced -> "Shared Connections URL:" Smart View URLs.

There is another tag <previousURLList> that contains the list of URLs that you have entered, etc. Keep in mind that this list is pipe "|" delimited.
Again, this file can be edited/modified to change and/or clear the list as needed.


Saturday, May 28, 2016

Smart View Ribbon Keyboard Equivalents - Excel 2016

Published in the Smart View for Office Accessibility Guide is a handy table with all of keyboard shortcuts (Smart View Keyboard Equivalents). This is for those of you that either a still suffering from Essbase Add-in withdrawl or you are a Smart View for Office guru that would rather use the keyboard and not have to rely on the mouse.



All Smart View Data Providers and multiple versions of Office; 2007, 2010, 2013 & 2016

This is the list that I use the most, in Excel, since recently getting an upgrade to Office 2016.

Smart View Ribbon Keyboard Equivalents for Excel 2016
Table 4. Smart View Ribbon Keyboard Equivalents for Excel 2016 (assumes Smart View ribbon is Alt+S)

Keys Action
Alt+S Display Smart View ribbon
Alt+S+P Panel
Alt+S+C Connections
Alt+S+C+T Connections, Active Connections
Alt+S+C+E Connections, Reset to Default Connection
Alt+S+C+O Connections, Reporting and Analysis Document
Alt+S+C+O+E Connections, Reporting and Analysis Document, Edit
Alt+S+C+O+C Connections, Reporting and Analysis Document, Edit Connection
Alt+S+C+U Connections, Recently Used
Alt+S+E+N Undo
Alt+S+E+D Redo
Alt+S+E+C Copy
Alt+S+E+V Paste
Alt+S+U Functions
Alt+S+U+M Functions, Manage POV
Alt+S+U+B Functions, Build Function
Alt+S+U+F Functions, Fix Links
Alt+S+U+Z Functions, Visualize
Alt+S+U+Z+E Functions, Visualize, Excel
Alt+S+Y+3+R Refresh, Refresh
Alt+S+Y+3+A Refresh, Replace and Refresh
Alt+S+Y+3+S Refresh, Refresh All Worksheets
Alt+S+Y+4 Submit Data
Alt+S+S Options
Alt+S+H Help
Alt+S+H+C Help, Contents
Alt+S+H+P Help, Oracle User Productivity Kit
Alt+S+H+S Help, Technical Support
Alt+S+H+D Help, Documentation
Alt+S+H+Z Help, About
Alt+S+F Sheet Info
Alt+S+R+M More
Alt+S+R+M+G More, Migrate Active Workbook (Financial Management)
Alt+S+R+M+B More, Migrate Batch (Financial Management)
Alt+S+R+M+R More, Migrate Active Workbook (Hyperion Enterprise)
Alt+S+R+M+E More, Migrate Batch (Hyperion Enterprise)
Alt+S+R+M+I More, Insert Connection List
Alt+S+R+M+P More, Import Metadata
Alt+S+Y+4, if not connected to data source Start Diagnostics; Stop Diagnostics
Alt+S+Y+5, when connected to data source Start Diagnostics; Stop Diagnostics
Alt+S+Y+5, if not connected to data source Clear Diagnostics Folder
Alt+S+Y+6, when connected to data source Clear Diagnostics Folder
Alt+S+Y+6, if not connected to data source Take Screenshot
Alt+S+Y+7 when connected to data source Take Screenshot
Alt+S+Y+7, if not connected to data source Create Archive
Alt+S+Y+8, when connected to data source Create Archive
Alt+S+Y+8, if not connected to data source Diagnostics Options
Alt+S+Y+9 Diagnostics Options
Alt+S+Y+9, if not connected to data source Save Document
Alt+S+Y+Y+A, when connected to data source Save Document

Smart View for Office release .. almost

I was a little disappointed on my birthday, being yesterday, May 27th.

Thought that there was going to be the announcement and release of the much awaited Smart View for Office version! It was not, but..

An interesting twist was that all of the documentation is available and posted via docs.oracle.com
So that must only mean 1 thing. At least a post about new features, etc. but just not the ability to share specific screen shots.

Smart View for Office: http://docs.oracle.com/en/applications/?tab=8
.. Oracle Smart View for Office Documentation Release

All of the documentation posted: Smart View Release

.. Smart View for Office Readme
.. Smart View for Office New Features
.. Smart View for Office Installation and Configuration
.. Smart View for Office User's Guide
.. Smart View for Office Developer's Guide
.. Smart View for Office Accessibility Guide

The link for the latest version to download on OTN is sill however pointing to the version:



These are the new features documented in this release:

  1. Import Metadata Available for Word
  2. Rename Ranges from Document Contents Pane
  3. Support for Oracle Financial Consolidation and Close Cloud
  4. Support Oracle Enterprise Planning and Budgeting Cloud
  5. Oracle Planning and Budgeting Cloud Features
  6. Enterprise Performance Reporting Cloud Features

Oracle Planning and Budgeting Cloud Features
  • Subtopics
    • Duplicate Alias Support in Oracle Planning and Budgeting Cloud
    • Planning Admin Extension Supports Attribute and Time Period Dimensions
    • Easily Insert Attributes in Oracle Planning and Budgeting Cloud Ad Hoc Grids
You can now quickly add attribute dimensions to an ad hoc sheet using the new Insert Attributes button available in the Planning Ad Hoc ribbon.

Click Insert Attributes to launch the Insert Attributes dialog box, where you can select the attribute members to add to the POV. When the attribute dimensions are in the POV, you can pivot or drag them to the grid as required. Once on the grid, you can use the Remove Only command to remove any unwanted attribute dimension or members.

You can add attribute dimensions at any time during the ad hoc session.

If the grid already contains some, but not all, attribute dimensions in the database, you can click Insert Attributes to select any of the remaining attributes to the POV.

Note that you can still use Member Selection to add specific attribute dimensions as required.

Enterprise Performance Reporting Cloud Features
  • Subtopics
    • Embedded Content in Word-based Report Packages
    • Support for Importing Metadata in Word

Soon, very soon.. we should all be able to go out to OTN and download this version!

Friday, May 27, 2016

ODTUG KScope16 - Symposiums Announced (EPM)

ODTUG Kscope16 offers you the opportunity to start off a week of learning by spending an entire day dedicated to your area of interest. Unlike some other conferences, KScope offers you a choice of five symposiums at no additional cost.

Check out these descriptions of the content you can catch on Sunday!

  • ADF and MAF
  • Database
  • Application Express
  • EPM
  • BI

EPM Symposium, Chicago VIII - X 

Oracle Enterprise Performance Management has been at the forefront of Oracle's strategy to provide leading innovative solutions via the Cloud. The remainder of 2016 will be an exciting year for our customers and partners, as our Cloud EPM portfolio will grow significantly. This will offer more opportunities to adopt solutions in the manner that makes sense for your organization, whether it is via on-premises, managed cloud, or Oracle Cloud. Our goal at the EPM Sunday Symposium is to expose attendees to the latest and greatest from Oracle EPM development in these areas and enable you the opportunity to learn more in the detailed conference sessions. In recognition of this, the EPM Symposium's agenda reflects the late-breaking R&D efforts in the cloud that are not covered by sessions, while also relaying key efforts for on-premises EPM. We look forward to your attendance at this year's symposium.

8:30 - 8:45 AM
Kickoff Sessions 

8:45 - 9:30 AM

Matt Bradley, Oracle Corporation
Join Matt Bradley Sr., VP of Business Analytics Product Development, as he shares insights into the status, roadmap, and strategy of Enterprise Performance Management, and sets the stage for the day's remaining sessions.

9:30 - 10:45 AM
On-Premises Update
Shankar Viswanathan, Rich Wilkie, and Gabby Rubin, Oracle Corporation
Join development leaders in our Planning and Budgeting, Financial Close, and Essbase Product Management teams as they share information on key initiatives and achievements to help optimize your investment in these market-leading EPM on-premises solutions.

10:45 - 11:00 AM

11:00 AM - 12:15 PM
Bridge to Cloud (Hybrid)
Doug Cosby, Mike Casey, and Al Marciante, Oracle Corporation
As customers remain on-premises, migrate to the cloud, or maintain a hybrid environment, we have you covered. This session will focus on key innovations in data management and reporting that help users have a consistent and integrated approach in their EPM deployments.

12:15 - 1:15 PM

1:15 - 3:00 PM
EPM Cloud 

Rich Wilkie, Shankar Viswanathan, and Marc Seewald, Oracle Corporation
This session will focus on EPM Cloud innovations in Financial Close, Planning, and Budgeting.

3:00 - 3:15 PM

3:15 - 4:15 PM
EPM Cloud (Continued)Al Marciante, Marc Seewald, and Don Bean, Oracle Corporation
This follow-up session will continue the discussion and presentation of EPM Cloud innovations in Narrative Reporting, and introduce two new cloud services in the form of Tax Reporting, Profitability, and Cost Management.

4:15 - 5:00 PM
BI Cloud Services for EPMGabby Rubin, Oracle Corporation
The day will close with a focus on BI cloud-related offerings with an EPM flavor. Key topics will focus on Essbase cloud and Data visualization cloud offerings.

5:00 PM