Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) Course Overview

Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) Course Overview

The Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) course is a comprehensive training designed for users who need to interact with financial data within the familiar Microsoft Office environment. It covers the integration of Oracle's Smart View add-in with Excel, Word, and PowerPoint, focusing on data entry, analysis, reporting, and system navigation.

Throughout the course, learners will gain a robust understanding of Smart View's capabilities, starting with an overview and product architecture. They will learn how to install the add-in, manage data source connections, and utilize the Excel interface efficiently.

The training progresses through hands-on lessons on entering and submitting data in forms and grids, ad hoc analysis, and creating dynamic financial reports. Modules cover creating free-form reports, using Smart Slices, and integrating Smart View data across other Microsoft Office products, enhancing their financial reporting and analysis skills. By the end of this course, participants will be equipped to leverage the power of Smart View in their financial management tasks, translating to improved productivity and decision-making.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 8 Hours)
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  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure a successful learning experience in the Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5) course, the following prerequisites are recommended:


  • Basic understanding of financial concepts and financial management processes.
  • Familiarity with Oracle Hyperion Financial Management (HFM), as Smart View is often used in conjunction with HFM.
  • Working knowledge of Microsoft Office applications, particularly Excel, as Smart View is an Office add-in.
  • Basic experience with data analysis and reporting is helpful but not required.
  • No prior experience with Oracle Smart View for Office is necessary, as the course will cover the fundamentals.

These prerequisites are designed to provide a foundation that will help you maximize your learning during the course. If you have any concerns about meeting these prerequisites, please reach out to us for further guidance.


Target Audience for Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5)

The Oracle Smart View for Office 11.1.2 for Financial Management course is designed for professionals seeking to enhance their financial data analysis and reporting skills.


  • Financial Analysts
  • Financial Controllers
  • Finance Managers
  • Business Intelligence Professionals
  • FP&A (Financial Planning & Analysis) Analysts
  • Accountants
  • ERP (Enterprise Resource Planning) Consultants
  • Business Analysts
  • IT Professionals working on financial systems
  • Oracle EPM (Enterprise Performance Management) Users
  • Excel Power Users in finance departments
  • Report Writers
  • Data Analysts within finance teams
  • Corporate Finance Staff
  • Strategic Planners
  • Compliance Officers who work with financial data


Learning Objectives - What you will Learn in this Oracle Smart View for Office 11.1.2 for Financial Management (11.1.2.5)?

  1. Introduction: This course provides comprehensive training on Oracle Smart View for Office, covering its integration with Financial Management to enhance data analysis and reporting capabilities.

  2. Learning Objectives and Outcomes:

  • Understand the features and architecture of Oracle Smart View and its role in Oracle's EPM suite.
  • Install and configure Smart View for use with Microsoft Office applications.
  • Manage and establish connections to various data sources within Smart View.
  • Enter, adjust, and submit financial data using Smart View forms and grids in Excel.
  • Utilize the Smart View Excel interface for efficient data management and point of view settings.
  • Perform ad hoc analysis using Smart View, including creating ad hoc grids, pivoting dimensions, and selecting members.
  • Apply advanced formatting, cell formulas, and member selection techniques to enhance data presentation.
  • Design dynamic financial reports using the Free Form and Query Designer functionalities in Smart View.
  • Create, use, and insert Smart Slices to streamline the reporting process within Excel.
  • Integrate Smart View with other Microsoft Office products, enabling seamless data transfer and report updating across platforms.