Presenter: Greg Stieglitz, EPM Consultant


SmartView is a powerful reporting option that leverages users’ knowledge of Microsoft Excel. Sometimes, however, it is not clear whether to use SmartView formulas or an ad hoc SmartView connection to retrieve the data you need. In this session, we will discuss the advantages and challenges of each method. We will also share some tips and tricks for creating formulas and navigating adhoc reports. Additionally, we will take time to review common errors and highlight some of the advanced option settings. Make sure to join us so that you can make SmartView reporting a sure bet.

This Webinar will cover:
• Choosing whether to use formulas or ad hoc
• Tips for creating retrieve formulas and understanding common errors
• Tips for navigating ad hoc and understanding data cell status
• Submitting data via SmartView formulas and ad hoc
• Exploring advanced ad hoc option settings

 

Greg Stieglitz
Greg is an EPM consultant with over 11 years of experience with the Oracle Hyperion suite of products, implementing FCCS, HFM, Hyperion Planning, and Hyperion Essbase. Some of the strengths that Greg brings to any implementation are his product knowledge, business understanding, customer focus, and attention to detail. These assets are valuable in requirements gathering, application design and build, and training of end users. Greg has experience working with multi-national companies that require multi-currency applications. He is proficient in Smart View and Financial Data Quality Management through many years of experience. Greg has a proven record of successfully delivering on customer expectations. He is a good communicator and focuses on customer understanding, creating not only successful implementations, but effective and trusting working relationships.