UMHS Consolidated Reporting

FINANCIAL SYSTEMS UMHS CONSOLIDATED REPORTING SYSTEM

Do I Have Smart View for Office, Fusion 7. In the wizard View? Edition. Welcome step, click 12. Click OK. the Next button. 1. Run Excel 13. Close Excel. 8. In the wizard 2. You have Smart View if 14. Reopen Excel. The Destination Folder the right-most tab is Smart View tab should step, leave the Smart View now be displayed. destination folder set to the default location. 9. Click OK. Installing Smart 10. In the wizard I Don’t Have a Smart View Ready to Install the View Tab If Smart View is not Program step, click disabled and you don’t see Install. Enable Smart View the Smart View tab, you 11. In the wizard Smart View may be will need to install it. InstallShield Wizard installed but not enabled. Completed step, click To enable Smart View: To install Smart View for Finish. 1. Open Excel. Office: 2. File > Options 1. Download the Smart View for Office is 3. In the Excel Smart View client by now installed. To enable Options pop-up, click clicking on the Smart View (if necessary), on Add-Ins. following link: please refer to the 4. Select Disabled SmartView.exe. or previous section Enabling Items on the Manage navigate to the Smart View. drop-down. following URL: Setting Up the https://wiki.umms.me 5. Click Go. Shared Connection If Smart View is disabled, it d.umich.edu/download 1. In Excel, select will appear on the Disabled /attachments/1176105 Smart View. Items panel. 39/SmartView.exe? 2. In the Smart View 6. Click on Smart version=2&modificatio ribbon, select Options. View in the Disabled nDate=1370361344000 3. Select Advanced in Items panel. 2. In the File the Options menu. 7. Click on Enable. Download pop-up, click Save. 4. In the Shared 8. Go back to File > 3. Navigate to the Connections URL text Options > Add-Ins target destination and box, enter the 9. Select Com Add-Ins save the file. following case sensitive in the Manage drop- 4. Locate and double- URL: down list. click the downloaded https://findatamgr.me 10. Select Go. file SmartView.exe. d.umich.edu/workspac 11. In the COM Add- 5. In the Choose e/SmartViewProviders Ins pop-up, select Setup Language 5. Click OK. Oracle Hyperion Smart window select English. 6. Click OK. Page | 1 Setting Up the Connect to Data d.umich.edu/workspac Private Connections Source pop-up and e/index.jsp click Connect. 2. Enter your Level 1 Create 5. Select Reporting and credentials. UMHSCons_TrialBal Analysis Framework in 3. Click the Explore link 1. In Excel, click the Smart the dropdown list in on the top tool bar. View tab. Click Panel in the Smart View panel. 4. Double click UMHS the Smart View ribbon. 6. Expand the root node. Finance Workspace 2. Select Shared 7. Expand UMHS and then SmartView Connections on the Financial Reports and Templates for Smart View panel. navigate to the report UMHSCons. 3. Select Oracle ® in the Financial Reports 5. Double click the Essbase from the folder. template. dropdown. 8. Double click a report to 6. Click Save and 4. Expand the launch it. download the template EssbaseCluster-1 node. 9. Select the Preview POV to your destination This is the Production settings in the Import location. connection. Workspace Document Note: Do NOT open the 5. Enter your Level 1 wizard and Click OK. template in the credentials in the 10. Click Finish on the Workspace. This can cause Connect to Data wizard. The report is network related errors. Source pop-up and now displayed in Excel. click Connect. Running the Smart View 6. Expand “UMHSCons”. Set a Print Range Templates Expand “TrialBal”. 1. On the worksheet 1. Open the template in 7. Right-click on TrialBal select the cells that Excel. and select Add to you want to define as 2. Select the Smart View Private Connections. the print area. tab. 8. Name the connection 2. On the Page Layout 3. Review the POV values UMHSCons_TrialBal. tab, in the Page Setup and set accordingly. 9. Right click the new ribbon, click Print 4. Click Refresh. connection Area, and then click UMHSCons_TrialBal. Set Print Area. 10. Select Set alias table. Note: The print area that 11. Select Default in the you set is saved when you Set alias table pop-up. save the workbook.

Running the Reports in Smart View 1. Select the Smart View tab in Excel. The Smart View 2. Select Panel on the Templates Workspace Reports Smart View ribbon. Download the Smart 1. Go to 3. Click on Shared View Templates: https://findatamgr.me Connections in the 1. Go to the Workspace d.umich.edu/workspac Smart View Panel. at e/index.jsp 4. Enter you Level 1 https://findatamgr.me 2. Enter your Level 1 credentials in the credentials. FINANCIAL SYSTEMS UMHS CONSOLIDATED REPORTING SYSTEM

3. Click the Explore link ensure you are on the top tool bar. retrieving the data you 4. Double click UMHS want and click OK. Financial Reports The reports are located Printing in the Financial Reports 1. Click the Open in PDF folder. icon on the toolbar. 5. Double click an item to 2. Click the printer icon launch. on the PDF toolbar. 6. Review the POV member selections to

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