Oracle Smart View for Google Workspace
You can now view and analyze data from Cloud EPM business processes in Google Sheets with the new Oracle Smart View for Google Workspace.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
Oracle Smart View for Google Workspace enables users of Google Workspace to access Cloud EPM data, work on forms, and perform ad hoc analysis from Google Sheets. You can view, import, manipulate, distribute, and share data in Google Sheets using Smart View.
Oracle Smart View for Google Workspace supports the following Cloud EPM data source providers:
- Enterprise Profitability and Cost Management
- Financial Consolidation and Close
- FreeForm
- Planning
- Tax Reporting
Key features include:
- Form operations such as Open and Refresh Forms, Submit Data from Forms, Copy Versions, and Instructions
- Ad hoc analysis operations such as Zoom, Pivot, Keep/Remove Only, Insert Attribute, and Save Ad Hoc Grids
- Multiple Connections in the Same Sheet
- Multiple Grid Ad Hoc Sheets
- Smart View Options and Cell Styles
- Member Selection, Cell Actions, and Supporting Details
- Drill Through in Web Browser only
- Adjust, Grid Spread, and Mass Allocate
- User Variables and Preferences
- Flex Forms, Business Rules, and Member Formulas
- Task Lists, Approvals, and Job Console
- Functions: HsGetValue, HsSetValue, HsAlias, and HsGetSheetInfo
- Free-Form Mode
- Favorites and Actions Menu
NOTE: At this time, Oracle Smart View for Google Workspace only supports Google Sheets. Google Docs and Google Slides are not yet supported.
Business Benefit: Users who use Google Workspace for their daily business activities can now use Smart View features to view and analyze Cloud EPM data in Google Sheets.
Steps to Enable
The Oracle Smart View add-on extension is available on the Google Workspace Marketplace. Users can install and use this add-on in Google Sheets using the Google Workspace accounts provisioned for them by their organization.
To take advantage of the Smart View functionality in Google Sheets, you need Cloud EPM 25.01 or later. Service Administrators must enable support for Google Sheets in the application settings of their respective Cloud EPM business processes.
To enable the Smart View add-on extension for Google Sheets:
- Open the web application for your business process.
- Click Applications, and then click Settings.
- In the Smart View Add-on section, select the Google Sheets check box.
- Click Save.
