Working with Smart View Using the Crystal Ball Enterprise Performance Management Connector

  To use the Crystal Ball Enterprise Performance Management Connector:

  1. Start Oracle Crystal Ball Enterprise Performance Management.

  2. In Microsoft Excel 2007 or later, select More Tools, then Integration Tools, and then Enterprise Performance Management from the Tools group in the Crystal Ball ribbon. In Microsoft Excel 2003, select Run, then More Tools, then Integration Tools, and then Enterprise Performance Management.

  3. In the Enterprise Performance Management – Preferences dialog, click Options.

  4. Select Enable Smart View integration and Preserve Crystal Ball highlighting.

  5. Optional: Click Calculations and select a calculation script.

  6. Within Smart View, select Hyperion, and then Options.

  7. From the Display tab, select UI Colors, Use Microsoft Excel Formatting, and Retain Numeric Formatting, and then click OK.

  8. Within Smart View, connect to a data source and open an Oracle Essbase ad-hoc analysis query or a Planning form as usual (as described in the documentation for Oracle Smart View for Office and Oracle Essbase or Oracle Hyperion Planning.

  9. Arrange the view to suit your analysis, and then use the Crystal Ball toolbar and menus to create Crystal Ball assumptions, forecasts, and decision variables if required. See the Oracle Crystal Ball User's Guide.

  10. Use the Crystal Ball toolbar and menus to run a simulation or time-series forecast.

  11. View the resulting charts and tables to analyze the results as described in this Guide and related documentation for OptQuest and Predictor.

For more information, see the Oracle Crystal Ball Enterprise Performance Management Integration Guide.