UPlan Smart View Planning Forms Budget & Resource

UPlan Smart View Planning Forms Budget & Resource

UPlan Smart View Planning Forms Budget & Resource Management Spring 2017 [2016-2017] University of California San Francisco (UCSF) Ownership of Copyright The copyright in this material (including without limitation the text, artwork, photographs, and images) are owned by UCSF. Copyright License UCSF grants to you a non-exclusive royalty-free revocable license to: - View this material on a computer - Store this course in your cache or memory

- Print pages or material from this course for your own personal and non-commercial use. All rights reserved. Enforcement of Copyright UCSF takes the protection of its copyright very seriously. If UCSF discovers that copyrighted materials have been used in contravention of the license above, UCSF may bring legal proceedings against you seeking monetary damages and an injunction to stop you from using the materials. 01/26/2017 Content What is Smart View? Connecting to Planning Forms via Smart View How to Use Planning Forms in Smart View

01/26/2017 What is Smart View? 01/26/2017 Smart View enables a Microsoft Office interface with UPlan This guide: Access to UPlan web forms via Excel View, enter, edit and submit planning data Use formulas and cell references Save forms to your desktop

Different guide: Ad hoc custom analysis and reports Enables drill-down and pivoting to generate reports meeting your specific needs Enables linking Word and Power Point documents to UPlan data This document covers access to data entry forms via Smart View. For information about ad hoc analysis with Smart View, contact your Control Point Coordinator. 01/26/2017 Connecting to Planning Forms via Smart View

01/26/2017 To connect to UPlan forms, you must first install Smart View in Firefox Follow the instructions in the companion document at: https://http://brm.ucsf.edu/uplan-training-and-job-aids The installation will add a new Smart View tab to your Excel ribbon 01/26/2017 Step 1: Set up a Shared Connection using the Options icon on the Smart View tab

Smart View Ribbon > Options Advanced tab on the left Enter URL: http ://hyperwebprod04.ucsf.edu:19000 /epmstatic/SmartView_Connection s.xml Click triangle next to OK button > Save as Default Options 01/26/2017 Step 2: Use the Panel icon to connect to UPlan

01/26/2017 Smart View Planning Forms 01/26/2017 To open a planning form, drill down within Oracle Hyperion Planning, Fusion Edition Step 4: Double-click on the form you would like to access from the General Planning or Employee Planning Task List

The Planning tab now appears 01/26/2017 Right-click on the application in the panel to find the User Variable Options 01/26/2017 Smart View forms look similar to web forms, but some differences exist

01/26/2017 Icons on the Planning tab enable data management actions 01/26/2017 Right-click menus combine both Excel and Smart View functionality You can copy and paste from right-click menus, or use Ctrl-C and Ctrl-V. Right click options such as maneuvering to other forms,

adding accounts, etc. appear by right clicking on rightmost column > Smart View. Note Ctrl-V only works once for each time you copy (Ctrl-C). To copy and paste multiple times, you must repeat both the Ctrl-C and Ctrl-V commands. 01/26/2017 Composite forms appears as two tabs in your Excel workbooks On the Edit Commitment form, Commitment Attributes and Commitment Dollars appear on separate worksheets and no more than one composite form can be open per application (CmmtPlan), per Excel workbook, at one time. 01/26/2017

Various Excel features also work In Smart View you can: Move from cell to cell using your keyboard arrows Enter data in white cells outside the boundaries of the data entry form Reference other cells (e.g., =B5) Calculate values (e.g., =10*B5) Hide/unhide rows or columns just like in Excel Freeze panes just like in Excel Add more tabs to your Excel worksheet 01/26/2017

#Missing means the cell contains no data You can enter data in a cell that says #Missing as long as it is a writable intersection You can eliminate data in a cell by entering #Missing instead You can use the Options menu to change the appearance of #Missing on your forms: From the Smart View tab, select Options > Data Options > Replacement. Enter either NumericZero or blank. Note that #Missing Zero. Zero is a data value. #Missing means there is no data value. 01/26/2017 When you use Excel formulas, only the result is sent to

the UPlan database In order to save your formulas for future reference, you must save your workbook locally If you do not save your workbook locally, you can lose your formulas in several ways: By submitting data at the same POV via UPlan web By changing the POV in the Smart View version of the form By re-opening the form from the Smart View panel If you use formulas and you want to keep them for future reference: Save your workbook locally and always use that workbook to reconnect to UPlan; never use the web forms 01/26/2017

Hitting refresh will lose un-submitted data, just like on web forms If you hit the POV Refresh button, you will lose any data that has not been submitted to the database Just like the Go button on the web form You will be prompted before it refreshes If you hit the Refresh button on the Planning tab, you will also lose any unsubmitted data You will be prompted before it refreshes However, you will not lose formulas 01/26/2017

Saving your workbook Submit Unlike when using web forms, Ctrl+S only saves your workbooks to your local desktop or server Ctrl+S will not submit your data to the UPlan database If you are not using Formulas you can Submit then close your workbook without saving To send data to the UPlan database, you must click on the Submit Data icon in the Smart View or Planning ribbons Submitting Data from any tab on a composite form will submit all unsaved data on all tabs To send data from multiple active worksheets, select the worksheets (Shift+click or Ctrl+click) and then Submit Data Note: once you submit data to the UPlan database, the Excel Undo function will not reverse your changes

01/26/2017 Why use Smart View? Everything you can do in Planning Web you can do in Smart View and MORE. If you want to use Smart View, it is highly recommended that you ONLY use Smart View to update Planning Forms and not switch back and forth between the Web and Excel. You may lose formulas. Requires communication with your dept; control point coordinator 01/26/2017 Warning

It is fast and easy to access and update your data using the forms. This also means it is easy to send bad data to the UPlan database. Once you hit Submit Data, there is no Undo. Be careful. 01/26/2017 Users should be careful about saving and submitting data when using Smart View Action What it does

Risks When to use Ctrl-S (Save) Saves a version of your form on your computer Does not send data to the UPlan database

Only use if you have formulas, cell references or supplemental data in your workbook; if you do save your workbook locally, always use it to make further changes to your plan/forecast Refresh Refreshes the data on your form with current data from the database for the POV selected

Does not save or submit any changes you made (except formulas are retained) If you have made a mistake that has not yet been submitted to UPlan and want to start over Submit Data Sends data to the UPlan

database Does not save data locally; cannot Undo after you Submit Data Often while you dont need to submit data every time you make a change, submitting frequently ensures you dont lose your work Open Form Re-opens your form with

current data from the UPlan database for the POV selected Does not save or submit any changes you make (including formulas) Only as a last resort 01/26/2017 Tip: Use Options to improve how your data appears on

your forms Under Data Options: Under Replacement, delete the value for #NoData/Missing Label Under Formatting: Select Use Thousands Separator 01/26/2017 Tip: For Commitment Tracking, start with the Search

Commitments form Change the POV to the commitment you want Select Smart View > Edit Existing Commitment from the right-click menu on the Distribution A new Excel workbook will appear with two tabs Add new distributions or edit existing data as needed After entering data, submit it to the UPlan database If youre not using formulas, you can close the workbook with saving Use the original Search Commitments workbook to select a new commitment for editing 01/26/2017

For Troubleshooting issues follow this order: 1. See the Troubleshooting section of the Training Manual 2. Contact your UPlan Control Point Coordinator 3. Control Point Coordinator will contact UPlan Functional Team as needed

4. Functional Team will advise whether to submit ServiceNow ticket, and contact CPC or user directly 01/26/2017

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