SMART VIEW in Excel with OBIEE 11.1.1.7.0

Smart View is Hyperion tool that enables you to create new reports and run existing reports/Analysis, directly from Excel.

From the Home page of OBIEE, we can download Smart View as shown below,

Install it (add-on to Excel). Now we can run it from Excel Menu. To begin, from the Panel create a new connection. Follow the installation and configuration as it appears below with screen shots,

After the installation, we can see the add-on in Excel menu bar as shown below. Once we got add-on link need to establish connection for Smart View interface with OBIEE. This interface will be used to import report views or dashboard contents to Excel single/multiple spread sheets as well as we use this as Answers in OBIEE. We can create different report views and can be saved
to OBIEE Catalog folders. The same report view can be placed on any dashboard page as per the requirement.

 For the first time, we need to specify the new connection provider type for Smart View as above stated.

 Here we have simple approach for connections related configurations, i.e. click on Panel under Smart View Section as specified above. Need to specify the requested type of connection is as Shared or Private and then configure the connection settings as below,

Once the connection is established, new add-on will be available in Excel menu bar i.e.  Oracle BI EE. This will be used for creating reports in excel spread sheet and can be used to publish or save the report vies in OBIEE Catalog folders.

 Step 1:  Click on View Designer object in Oracle BI EE section as shown below,

 

 

Step 2: Here we can find the available subject Areas from the OBIEE as shown below. Now we can    

create the report view based on required scenario.

Step 3: Choose requested fields from the subject Area and place it on Design layout of View in Excel. Once it is done, we can see properties of Pivot table tools as specified in below screen shot, similarly we can find the other related properties of Views in yellow colored section. Once requested views are ready then click on add-on button Oracle BI EE, then choose the option Publish View as shown in below screen shot.

 Publish View:

Here we need to specify the catalog folder in OBIEE to save the new View developed in Excel as below,

When it is saved we can get confirmation as below in order to save in Catalog folder as below,

    

For the confirmation, let us check in catalog folders available in OBIEE environment as below,

This is the way we can create report view from the Excel Spread Sheet and the same will be saved in to Catalog folders of OBIEE. The same report we can be placed on any requested dashboard page.

For the report, created in Excel, we can get Criteria as normal report built in Analysis as shown below,

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