Why I created a blog

Its been many years since I first created this blog. It has remained true to Essbase and related information over those years. Hopefully it has answered questions and given you insight over those years. I will continue to provide my observations and comments on the ever changing world of EPM. Don't be surprised if the scope of the blog changes and brings in other Hyperion topics.

Thursday, September 15, 2011

Smartview Enhancements

It is rare that I have multiple blog posts in a single day, but I am so excited to see this come out. Smartview is available as a patch set on Support.oracle.com. Big deal you say, its just another patch! Oh how wrong you are my friends. This is the patch of all patches. The patch we have been waiting our collective lives for.  Why, because it makes Smartview act and behave like the Essbase add-in and more.

The first thing that I consider a fix is you can no do a submit data without first refreshing the sheet if you make changes to it. Second, we have all checked the “Use Excel formatting” option only to find the formatting disappears if we zoom in or pivot. Well, now it really does work. and it works in two ways. If checked, it leaves the excel formatting completely alone. For example, if you highlight cell C3 as red, and you pivot a page member to a row, cell C3 will still be red.  But the Smartview team has figured how to set it so if you zoom in, the formatting gets carried along with the zoom in. Very nice!!

But that is just the beginning. Here are some of my favorite new things. (note, I’m writing this from my experience with the Beta, some features in the final version may not have been implemented exactly as I describe them. Since this patch came out, I’ve not had time to install and test it)

Items that are now in Parity with the Add-in

1. You can select multiple members to do Ad Hoc operations on at one time (zoom in, zoom out, Keep only, remove only). This is not limited to just row or column member, you can select both at the same time

2. Support for LROs and Linked Partitions.

3. Aliases. There are two items here. first, you can have both the member name and aliases on rows in the report and second and one of my favorites, if you use an alias from an alias table that is not active, Smartview now understands it and returns the member name or alias for the active alias table (depending on what you have your options set to)

4. SHEET LEVEL OPTIONS are back!!!!!!!!! All options are defined as sheet level options and are stored with the sheet. that means you no longer have to worry about what happens if you change options and then do a retrieve on a different sheet. Also, There is now a dropdown on the options dialog so when you change your options, you can set a default set. This default set is used when new sheets are created.

5. All of the zoom options that you know and love in the add-in are now available. They are also on the ribbon bar as a dropdown on zoom in so you can select the zoom level/type you want to do.

6. Formula preservation and Formula fill are working like they should and then some. In the add in, if you pivoted in the add in you would lose the formulas. In this release, in most cases, the formulas are preserved. They may no longer be accurate based on what you did, but they will be there.

7. While the new features document does not talk about it, I believe range retrievals are back. You can highlight an area of a report and as long as al of the dimensions are represented , you can retrieve just that part of the report

New and enhanced items.

While the above items allow for Parity, the Smartview team was not satisfied with just making things the same. In a number of areas, the went miles beyond what the Add in could do. Here are some of the things.

1. You can have multiple grids on a single sheet. Remember the old message “Multiple grids on a single sheet are not supported at this time” Well the time has come and that message can now be archived forever. You can set up multiple connections to the same or different databases and do a refresh and they all update. I had 4 different reports on a single sheet and they all pulled data properly.

2. Butterfly and reverse formatted reports are now available. A butterfly report is where member names are in the middle with number on each side (as shown below. Note, the numbers are not from sample basic. I made then up to show a report sample)


You can also do a reverse report where the member names follow the data values


3. While allowed you to hide the POV, in this new version, you actually are not hiding it, but putting it onto the sheet. In this new version, the POV members are stored on the sheet in row 1 (or wherever you designate them to be. When you enable the POV, it hides the row on the sheet. Changing the member names on the sheet or in the POV bar affects both locations. Another nice feature with the POV is you can type in member names directly if you know them. (it was actually introduced in

4. A Member information button has been added to the ribbon bar. From this you can get almost all of the information about a member such as generation and level, consolidation properties, aliases, attribute associations, formulas, comments and UDAs.

5. within the Smartview connection information dialog, new functionality has been included. for multiple grids on a single sheet, you can delete the connection info (currently the only way to reset multiple connections) and also copy off the connection into to a sheet to send to someone if you are having issues with your retrievals so they know what you are connected to.

6. A host of new VBA toolkit functions have been added. The development team asked what APIs people are using and turned most of them into toolkit macros. This is very handy so you don’t need to code to the API any more, you can do it all with macros.


as with any release, there are disclaimers and this is no exception. In the new features document is the following

Unless otherwise noted, the features described here are available only in Smart View connected to Oracle Essbase through Oracle Hyperion Provider Services They are not available in other releases of Smart View, Essbase, or Provider Services. They are not available in data providers other than Essbase.

This means that you have to install the patches for Smartview, APS and Essbase to take advantage of the features. You can use this version of Smartview with older versions of APS but won’t have the new features available.

AS for upgrades, here is what the support matrix says

You can upgrade to Smart View Release from the following releases:

Release Upgrade Path From To

I am truly excited about this release. It gives us things we have been asking for in the add in for a long time and now puts Smartview ahead of the add in in functionality.    

I should also note, Cameron Lackpour has posted on his blog an Oracle presentation you can attend to see the new features demonstrated. Read about it here

A Special track at Kscope 12

Kscope12 (I actually hate the name, I much preferred Kaleidoscope, Sorry Edward) is 9 months away, so why am I writing about it now. For a few reasons. First, the call for abstracts is open and ends October 28th. I’ll post the actual announcement from an email I got from ODTUG later in the blog.
Second, I want to announce a special track that is being added and would like your feedback. The Track is a Beginner’s Essbase (and related products) track. For the past few years, I have commented how the Kaleidoscope conference is the most technical conference I have been to and how  you can hear things here that you can’t get anywhere else. It has been true, but in hindsight, this is also a bad thing. I think we have intimidated some newer admins/developers/super users and scared them away from the conference. In my infinite wisdom (stupidly), I put together a proposal for a beginners track and submitted it to the conference committee. The accepted the idea and made me the track chair for it. Now you know why I say stupidity.
At any rate, I’m looking for what sessions new people would want to attend. These are not lab sessions nor are they a boot camp, but should fill in the gaps of people who have taken those or have learned themselves.  There are three ways you can get me your ideas.
1. If it is something you would be interested in presenting, submit an abstract  Here. You get a free conference pass if your abstract is accepted.
2. If it is a session you would want, but don’t want to present yourself. you can submit your idea here
3. If you don’t like either of the ideas above, comment on the blog post and a copy gets emailed to me.
As I promised, and so I have more content in my blog without having to actually having to come up with it myself, Here is the email I got from ODTUG about sessions.
The countdown is on – only six weeks left to submit an abstract for consideration for Kscope12.
Do you want to join the best and the brightest, the most technical minds in your field?
Submit your abstract in one of these topic areas:
Abstracts are due by October 28.
Why Present?
  • You will receive a complimentary conference registration worth more than $1,400.
  • Your paper and presentation slides will be published in the Conference Proceedings.
  • Your paper will be published in the ODTUG.com Technical Database where all ODTUG members can download it - giving you long-term exposure.
  • Presenting at ODTUG Kscope looks excellent on your résumé and demonstrates to your clients and/or employer that you are good at what you do.
  • It just feels good to share your knowledge with an interested group of people.
  • You will definitely learn something unique from your audience.
Don’t Want to Present?
No problem! We still want your feedback. Is there a session you would like to attend at Kscope12? Submit a suggestion here.
Also, make sure to register to attend Kscope12 at the Early, Early Bird Rate, which runs through October 15.

Wednesday, September 7, 2011

Your input is needed

It is hard to believe that abstracts for KScope12 are already due. Seems like the conference was only yesterday.  This provides two opportunities for you.

1. Submit an abstract to present. If your abstract is selected with you as the presenter, you get a free pass to the conference. You still have to pay your own travel, hotel and meals, but this is quite a savings for you. you can submit your abstract at Kscope12 content.

It is a good idea to read the hints on abstract submission on the page, it will help make your abstract stand out so it is selected.

2. We hear every year “I wish there was a session on XYZ” well, even if you don’t want to present here is your chance to get the session you want selected for the conference. Just go to Kscope abstract suggestions and put down your ideas. This is the conference for you and we want it to have sessions that you want to hear. Don’t worry, we will go through them and find suitable speakers.

Don’t wait, do it today as this is a limited time offer.  If you act today, you get the satisfaction of knowing your ideas will be heard.