Once logged in, go to Tools > Install and click on Smart View The download should start, click Save when prompted. Once the file has been downloaded, find it (most likely it has been saved in you Downloads folder) and double click to start the installation. How to add an Excel comment in an Excel worksheet that does not get overwritten on a refresh? To retain Excel Comments, Smart View has to be set to use Excel formatting instead of Cell formatting: 1. In the worksheet, connect to Smart View. Select ‘Option’ in the Smart View menu. Select the ‘Formatting’ section and set the “Use Excel Formatting”. Do NOT enable the “Move Formatting on Operations” unless needed as this can cause performance issues. Click on OK or the down-arrow to select ‘Save as Default Option’ or ‘Apply to All Sheets’. Thanks, ~KKT~. ![]() When attempting to submit the data to Hyperion Financial Management(HFM) Application using Oracle Smart View, the following error occurs. ERROR ——– “EPMHFM – 65664: An error occurred submitting the data. Check the system logs” The issue is caused by the following reason: One of the affected cells in the spreadsheet used for submission is a Read-Only Member (like Parent member). ![]() This is explained in the following bug: Bug 18920990: ERROR OCCURRED IF WE TRY TO SUBMIT ON READONLY CELLS Currently, Fix is not available. Workaround: Avoid updating data for the Read-only members(use the editable cells) when submitting the data using the Oracle Smart View to HFM application. Smart View is ONLY supported for Desktop versions of Excel, Word, PowerPoint and Outlook included in any Office 365 plan and which are locally installed on any supported Windows Operating System. Office 365 is a subscription-based online office and software plus services suite which offers access to various services and software built around the Microsoft Office platform. Other services include Lync web conferencing, Exchange online, Sharepoint, SkyDrive and Skype. The licensing determines what component or service is included as part of a bundle. Microsoft Office Web Apps are a part of most Office 365 plans. Office Web Apps allow users to open Word, Excel and PowerPoint documents, among others, using a web browser. However Office 365 on the web is intended for read (full fidelity) and limited editing. Office Web Apps do not have extensibility (add-in) model and there are no plans for one. Smart View is NOT supported for Office Web Apps which are part of Office 365. Office 365 was made available in 2011 when Microsoft Office 2010 was the latest Office Suite. Refer to the support matrix for Microsoft Office release compatibility for EPM: Please note above post is only limited to Hyperion Version 11.1.x.x Thanks, ~KKT~. Administrator developed a Smart View ad-hoc template to load the data. When Alias is set as None users are able to view smart list associated with account and also able to submit data (for BegBalance and Jan to Dec) however when the user changed alias to default, smart lists associated with account not showing the list. This issue is identified as Bug 26476354 and fixed in PBCS version 17.08 as per DEV, but fix will not work with out implementing below steps manually: 1. A child of a root member m1 has a duplicate alias. For example: assumptions alias is assigned to m1 and also to some other member under the tree. In that case Planning should generate correct qualified name, that is: [root_name].[m1] in case root member does not have an alias. Over and over again and again god is faithful karaoke. Or [root_alias].[assumptions] in case root member has an alias. Other combinations [root_name].[assumptions] or [root_alias].[ m1] are invalid. When the user has a saved xls worksheets with incorrect qualified names, they need to manually update it to fix these names, using Member Selection as without manual updates Planning server will not be able to resolve these names and will handle incorrectly qualified names as comments. Thanks, ~KKT~.
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