Get Enhanced Office Integration with Hyperion Smart View

Posted by Michele Morrill

Nov 3, 2014 9:28:00 AM


Most longtime users of Hyperion Enterprise are familiar with the Retrieve function. Retrieve allows you to integrate Microsoft Excel spreadsheets with Hyperion Enterprise databases. Working from within an Excel spreadsheet, you can easily access data from your Hyperion application and have the ability to analyze, manipulate, and report data in a widely used office tool.

But what if you prefer to use a different application, such as Word or PowerPoint? In previous versions of Enterprise, it wasn’t possible to access data from these programs. Fortunately, in the latest version, the Smart View feature provides this capability.

As an advanced version of Retrieve, Smart View integrates seamlessly with all Microsoft Office products. While Retrieve required users to write functions within the spreadsheets, Smart View does not. Simply point, click, drag, and drop to manipulate data and set up instant reports.

Below are just some of the things you can do with Hyperion Smart View:

  • View, import, manipulate, distribute, and share data in Microsoft Excel, Word, and PowerPoint interfaces
  • Easily set up charts and graphs without complex functions
  • Simply Refresh data to instantly update word documents or PowerPoint presentations

As part of Strafford's managed application hosting service, we offer our clients the ability to utilize the full power of Smart View features. Now you can build reports quickly and effortlessly from any Office application, without the manual spreadsheet work.

When you host all of your Hyperion Planning and Hyperion Financial Management (HFM) applications in the Strafford private EPM cloud and you will never need to worry about technical or application issues such as backups, upgrades, accessibility, and performance again. Our team of EPM experts are available to help you with patches and upgrades, data restores, disaster recovery and much more. When you partner with Strafford, you get 24/7 support so that you can focus on finance.

Need more reasons to consider moving to a managed application hosting service? Here are 10 Reasons to Move your HFM Application to our Managed Application Hosting (MAH) environment.


Topics: Financial Reporting, EPM Support, Cloud Hosting, Hyperion Financial Management (HFM), Hyperion Planning, Oracle Products