Overview of Course

The Oracle Smart View for Office 11.1.2 for Financial Management ( course is designed for professionals who want to learn how to use Smart View to analyze financial data. This course covers everything from setting up Smart View to creating financial reports and analyzing data using Smart View.

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Course Highlights

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Understand how to connect to HFM applications using Smart View

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Develop reports and templates using Smart View with Microsoft Excel

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Learn how to perform ad hoc analysis using Smart View<br /><br />

Key Differentiators

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    Real-world Projects

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Skills You’ll Learn


Setting up Smart View for Office


Creating and managing reports and templates


Analyzing data using Smart View


Creating ad hoc reports and performing analysis


Collaborating with others using Smart View

Training Options

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1-on-1 Training

On Request
  • Option Item Access to live online classes
  • Option Item Flexible schedule including weekends
  • Option Item Hands-on exercises with virtual labs
  • Option Item Session recordings and learning courseware included
  • Option Item 24X7 learner support and assistance
  • Option Item Book a free demo before you commit!
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Corporate Training

On Request
  • Option Item Everything in 1-on-1 Training plus
  • Option Item Custom Curriculum
  • Option Item Extended access to virtual labs
  • Option Item Detailed reporting of every candidate
  • Option Item Projects and assessments
  • Option Item Consulting Support
  • Option Item Training aligned to business outcomes
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Course Reviews


  • Smart View Overview
  • Smart View Product Architecture
  • Installing Smart View
  • Smart View Excel Interface
  • Managing Data Source Connections

  • Opening Financial Managment Documents in Smart View
  • Enter and Submitting Data
  • Entering Cell Text
  • Adjusting Data Values
  • Setting the Point of View
  • Calculating and Consolidating Data

  • Creating Ad Hoc Grids
  • Pivoting Dimensinos
  • Selecting Members for Rows and Columns
  • Setting Member and Data Displays Options
  • Applying Cell Formatting and Formulas
  • Cascading Grids

  • Creating Free Form Grids
  • Creating Smart View Function Worksheets
  • Working with Query Designer

  • Smart Slice Overview
  • Creating Smart Slices
  • Inserting Reporting Objects in Smart Slice Reports
  • Inserting Point of View Objects in Smart Slice Reports

  • Copying and Pasting Data Points Across Microsoft Office
  • Importing Financial Reporting Reports into Excel
  • Importing Financial Reporting Reports into Word and PowerPoint
  • Changing the Point of View for Imported Financial Reporting Reports
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Target Audience:

  • Financial Analysts
  • Financial Managers
  • Business Analysts
  • Reporting Analysts
  • Professionals interested in financial reporting and analysis
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  • Basic knowledge of Microsoft Excel
  • Understanding of financial concepts and reporting
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Benefits of the course:

  • Gain a comprehensive understanding of Smart View for Office
  • Develop skills for financial reporting and analysis
  • Enhance your career prospects in finance
  • Get hands-on experience with real-world exercises and projects
  • Learn from experienced trainers and experts in the field
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Exam details to pass the course:

  • There is no exam to pass the course.
  • However, there will be practical exercises and projects that you need to complete to earn the certificate of completion.
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Certification path:

  • There are no specific certifications needed to learn this course.
  • However, you can enhance your career prospects by pursuing certifications in related areas such as Oracle Hyperion Financial Management.
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Career options:

  • Financial Analyst
  • Financial Manager
  • Business Analyst
  • Reporting Analyst
  • Financial Consultant

Why should you take this course from Skillzcafe:

Why should you take this course from Skillzcafe:
  • Bullet Icon Experienced trainers and industry experts
  • Bullet Icon Comprehensive course material and hands-on exercises
  • Bullet Icon Flexible learning options, including self-paced and live online classes
  • Bullet Icon 24/7 support and assistance
  • Bullet Icon Certification of completion upon successful course completion


Smart View for Office is an add-in for Microsoft Excel that allows users to connect to Oracle Hyperion Financial Management (HFM) applications and analyze financial data.

Basic knowledge of Microsoft Excel and an understanding of financial concepts and reporting are recommended.

No, there is no exam to pass this course. However, there will be practical exercises and projects that you need to complete to earn the certificate of completion.

The course duration is 8 hours.

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