Smart view formula becomes invalid when sharing workbooks. It is one of a series of functions built into smart view that we use to retrieve application data in to a specific cell. Shared connections are stored in a central location and are available to multiple users through the smart view panel. A shortcut to using the hypgetmemberinformationex function is to use the hypgetparent function but that function does not return the level. Further, if you have extended macro functionality using the vb api, the vb api is now longer available. A pdf file of the examples workbook for easy reference. You create ad hoc queries, freeform grids, and advanced reports. Smartview vba functions g b raja oracle feb 25, 2009 7. Vba for connecting to oracle smartview microsoft community. Creating basic ad hoc reports in smart view youtube. Smart view operations in microsoft office applications are available through ribbon commands. Enterprise performance reporting cloud service is now narrative. Hypuiconnect a new vba function is introduced in this release. Smart view problem with smartview function hypcell in vba dear all, its my first post here.
I want the macro to automatically name the file with the contents of. Smartview vba code to connect to essbase hi, i am trying to connect to essbase v 11. A return value of zero 0 indicates that the function ran successfully. 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. Oracles documentation on this function is a bit confusing. 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. Copying from a pdf file may cause characters in the code to be lost. 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. To open this library, from the smart view ribbon, click the arrow next to help and then documentation, page 546 of 548. When you connect to a data source other than oracles hyperion reporting and analysis, the corresponding data source ribbon is also displayed. Speaking of functions, the table following shows excel vba functions and what they accomplish. 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. 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. 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.
A return value of 1 or 2 indicates that the function ran successfully, but with a condition. Using vba to create a drillup function in smartview for essbase posted by checkpoint consulting 72814 9. In this tutorial you learn how to use adhoc analysis to create reports and analyze data in smart view for narrative reporting. This must be done in every excel file which will be referencing smart view functions. Call essbase connect function call essmenuvconnect goto step1 else shtname worksheetswkshtnamesi. Smart view for oracle hyperion financial management description.
The refresh function pulls the data into excel on the active tab where. Smart view training guide 3 updated 1262018 establishing a connection 1. 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. 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. Occasionally, it is necessary to perform smart view functions behind the scenes using vba code, rather than manually using the smart view toolbar. The hypmenuvrefresh function may not be abled to be called from blue prism. 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. Optimizing user productivity with oracle smart view 11. Essbase, financial management, planning, hyperion enterprise description. This function is supported for oracle planning and budgeting.
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. Thing is that i am able to make connection, but not able to autneticate after connecting to appname and dbname in that server. If you want excel vba to perform a task that returns a result, you can use a function. Oracle smart view for office developers guide contents. 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. Working with smart view in an interactive case study, users learn how to use smart view to query, consolidate. 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. Step 5 we are going to use 2 smartview functions for our macros, before you can use the vba functions.
Oracle planning and budgeting cloud service version 11. Import financial reports from calplan, calrptg and hcprptg in fully formatted or query ready format for further ad hoc analysis. But when i try to use hypcell, results are weird and unexpected. Smart view forms offer same functionality as those in calplanning workspace. Is there a macro script tha will return the available functions and subs in a given xla file. I presume you want to refresh all data in your worksheets. Using smart view is one of the most important and powerful ways to take full advantage of essbase. According to the on line smart view doc, candidate functions are. Im looking to connect to my cube without entering my login information manually i.
Smart view supports the epm system product versions listed in the release compatibility tabs in the oracle enterprise performance management system certification matrix. Moving from essbase spreadsheet addin to oracle hyperion. I had the following code and it worked great, but that was in an older version of essbase. This reference is intended for advanced users who need detailed information and examples for supported vba. When you first open the spreadsheet and to give you access to connect to the data source, a rutgers. Private declare ptrsafe function hypmenuvrefresh lib hsaddin as long sub refreshws dim count, i as integer i 1 count worksheets. Smart query the new smart query is a multidimensional analysis and reporting tool constructed from multiple sets of members and filters. Mar 24, 2014 migrating from excel addin with vba to smart view simplified 1. Tips for frequently asked questions about smart view the. Stack overflow for teams is a private, secure spot for you and your coworkers to find and share information. For more information on crystal ball, see the oracle crystal ball user manual. This chapter describes how to use field maintenance within smartview. The value returned is dependent on the purpose of the function and the arguments, if any, passed to it. The smart view has been enhanced lately to include lot of new capabilities retaining excel based formatting, butterfly reports, multigrid reports, etc.
From the smart view menu, select options, then advanced, and ensure that improved metadata storage is selected. Smart view vba functions may return any of the following values to indicate success or failure of the function. Tutor perini uses a combination of predefined templates and smart view. This tutorial introduces the vba toolkit for smart view. Essbase combines the advanced functions of microsoft excel with sophisticated ad hoc. Select the shared connections link on the right side of the worksheet 3.
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. You access these functions from the smart view menu at the functions drop down and select build function to. 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. I want to be able to call those functions and subroutines in my own vba. This function is important to help speed up the performance of smartview lists. 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. In this tutorial, you use the vba toolkit to create buttons on a smart view worksheet. Oct 05, 2011 im using smart view to retrieve data from hyperion.
By selecting fewer fields to display and default the faster the list will return data within smartview. It offers hundreds of options to help pull, analyze, and report data. Using sql to map null values to ignore in data management. Inserting results of hyperion smart view vba function into list box andor worksheet range. Advanced smart view developing essbase applications page 357. Smart view ribbon not shown when excel is invoked using vba. Vba excel 2010 how to add or insert data to last row in a table. All oracle smart view for office vba functions are contained in the file.
Note that this section will create the private connection needed for the login. All oracle smart view for office vba functions are contained in the file smartview. 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. I want to be able to call those functions and subroutines in my own vba macro script. Smart view macro fuctions free download as pdf file. The readme file should also be consulted prior proceeding with the psu implementation. This first one is what i use when logging into essbase in smart view vba.
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. Sep 03, 2014 i have a few posts lined up, many of which contain code samples. Youll also find a few functions that help with tasks you might do exclusively in smartsheet work with data in a hierarchical list, for example. Place a function into a module in the visual basic editor, click insert, module. Inserting results of hyperion smart view vba function into. 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. Problem with smartview function hypcell in vba smart view. The difference between a function and a sub in excel vba is that a function can return a value while a sub cannot.
Does anyone know how i can write a vba code to connect to oracle smartview essbase hyperion using excel. You create a smart query by defining one or more sets of members from the dimensions in an application. 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. The menu equivalents are visual basic functions that execute the hyperion menu commands. Hyperion smart view for excel is there a macro script tha will return the available functions and subs in a given xla file. Hypuiconnect prompts the user with the connect to data source dialog box when the user name and password is not provided. Using smartview 11 vba functions, i need to get all parents or ancestor members for a given essbase shared member. To open this library from the smart view ribbon, click the arrow next to help, and then select documentation. Does anyone know the vba code that i need to use so that i can automatically refresh and refresh all using epm hyperion smartiew. 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. Company recently upgraded to smartview and i cant seem to find the commands for connecting and for retrieving the data using smartview. For smart view users quick tips using simple vb macros. When you create a private connection, it becomes the active connection.
To declare all smart view vba functions, in excel visual basic editor import. Use the smart view vb toolkit and retrieve the member formula of a particular member or members with an excel function. The contents of some particularly complex cells may become invalid when this occurs. Cause excel saves the location of the smartview addin with each function. In this course, you learn how to use smart view to query, consolidate, and analyze data from financial management applications. 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.
Jun 27, 2015 we presented on the topic of optimizing user productivity with oracle smart view 11. Vba is rich in functions that perform a variety of tasks and calculations for you. Ive built a vba macro that completes a number of hfm functions which all work fine. That being said, many of the more common api functions called by custom programs have been integrated into the vba functionality of smart view. 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. Developing applications for smart view for office oracle docs. 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. Hypsetoption vtitem,vtoption,vtsheetname byval vtitem as variant byval vtoption as variant byval vtsheetname as variant parameters. From the smart view panel, click the arrow next to home icon, and then select private connections. These users typically build vb applications and incorporate smart view functions to get relevant information. Does anybody know how to use hypcell function when you are connected to planning i achieve to connect by using hypcreateconnectionex and hypconnect. Smart view macro fuctions visual basic for applications.
Smart view login scriptand error trapping real tri geek. Using spreadsheet toolkit vba applications in smart view. Jan 15, 2018 smart view functions are used to create static reports which can then be formatted as required. Oracle hyperion smart view for office, fusion edition, users guide. I want to do this in excel vba via smart view vba functions already.
Smart view functions are available through the smart view toolbar and can be used with essbase, hfm, planning or cloud connections. Using vba to create a drillup function in smartview for. Smartview vba code to connect to essbase smart view. 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. Smartview functions contain the full path of the smart view addin when opened.
He has worked with customers to implement hyperion planning applications, disaster re. The hsalias function displays the alias of the specified dimension member. Hyperion smart view user guide tutor perini helpful links. 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. I have a few posts lined up, many of which contain code samples. Have you ever wanted to know what the member formula of a particular member is with ease. Smartview vba function to enable preserve formula essbase users.
How to savecopy smartview pov from one excel spreadsheet. 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. Sharepoint and smart view excel formula i am using a sharepoint site to house a document that has links using smart view. The oracle smart view for office developers guide is available in the oracle help center. My oracle support provides customers with access to over a million knowledge articles and a vibrant support community of peers and oracle experts. A new smart view function, hsalias, is now available. How to troubleshoot excel crashes during smart view use doc id 1486884. Oracle smart view for office vba functions may return any of the values in table 1 to indicate success or failure of the function. Using smart view, you can view, import, manipulate, distribute and share data in microsoft excel, word and powerpoint interfaces. Creating a vba refresh macro in smart view for oracle. Follow the steps to export the forecast form to hyperion smart view excel. Information about oracle smart view for office vba functions is available in the oracle smart view for office developers guide. The problem is that each function is a separate call to the source. 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.
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. Using vba to create a drillup function in smartview for essbase. 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. Migrating from excel addin with vba to smart view simplified 1. The smart view ribbon, which contains commands for common smart view operations, is always present. 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. How to troubleshoot excel crashes during smart view use. To open this library, from the smart view ribbon, click the arrow next to help and then documentation. Does anyone know where i could find a list of function names housed in the hyperion smart view hstbar. I want to use hyperion refresh all in vba for excel 2007. Functions and subs become very useful as program size increases. Refer to the readme files for information pertaining to the above requirements. Oracle smart view pov selection mrexcel message board.
Migrating from excel addin with vba to smart view simplified. 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. 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. Smart view enables you to customize and automate common tasks by using vba functions.
1355 223 309 1253 1007 873 996 1552 1332 420 1067 245 996 1021 1267 172 701 1277 1274 1207 1108 1535 254 600 1104 457 1267 153 221 1059 1170 610 127 712 1247 1293 1046 1453 275 1042