Hyperion Smart View Installation Instructions for IT staff administrator

posted Jan 19, 2016, 5:39 PM by vanessa.boyle@sdcoe.net
For Hyperion users only

To install the most recent version of Smart View on your machine, your IT staff administrator will need to follow these directions. 

  1. Download version http://www.oracle.com/technetwork/middleware/smart-view-for-office/overview/index.html.
  2. The Smart View add-in will appear in your Excel ribbon at the top of the screen.
  3. Click on the Smart View tab. 
  4. Select the Help dropdown.
  5. Choose “About” to see the version.
  6. Click on Options and verify the url: https://sdhyp.erp.sdcoe.net/workspace/SmartViewProviders.
  7. Go to your Control Panel and select Shared Connections > Oracle Hyperion Planning, Fusion Edition. (If you have Hyperion open, you should be able to drill down for your district to view Forms and Task List that can be used for budget preparation. If you do not have Hyperion open, it will prompt you for your Hyperion password.  
IMPORTANT! The Smart View link in the Hyperion workspace is not currently available. You will be notified when it is available.