UMHS Consolidated Reporting - Michigan Medicine



Do I Have Smart View?Open ExcelYou have Smart View if the right-most tab is Smart ViewI Don’t Have a Smart View TabEnable Smart ViewSmart View may be installed but not enabled.To enable Smart View:Open ExcelFile > OptionsIn the Excel Options pop-up, click on Add-InsSelect Disabled Items on the Manage drop-downClick GoIf Smart View is disabled, it will appear on the Disabled Items panelClick on Smart View in the Disabled Items panelClick on EnableGo back to File > Options > Add-InsSelect Com Add-Ins in the Manage drop-down listSelect GoIn the COM Add-Ins pop-up, select Oracle Smart View for OfficeClick OKClose ExcelReopen Excel. The Smart View tab should now be displayedInstalling Smart ViewIf Smart View is not disabled and you don’t see the Smart View tab, you will to contact MCIT or MSIS to have it pushed to your machine. Setting Up the Shared ConnectionIn Excel, select Smart ViewIn the Smart View ribbon, select OptionsSelect Advanced in the Options menuIn the Shared Connections URL text box, enter the following case sensitive URL: OKAccessing Forecasting FormsIn SmartviewIn Excel, click the Smart View tab. Click Panel in the Smart View ribbonSelect Shared Connections on the Smart View panelEnter your Level 1 credentials in the Connect to Data Source pop-up and click ConnectSelect Oracle ? Hyperion Planning, Fusion Edition from the dropdownExpand the UHEPMWEBLPR2 node. This is the Production connectionExpand “UMHS”. Expand “Forms”. Expand “Forecast”From the list of forms that populates, double click on the form you would like to modify/reviewAfter modifying data, be sure to select submit data in the Planning ribbonIn WorkspaceWindows Internet Explorer 8 MUST be your Internet browser if you are planning on using the Web-based forms to complete your Forecast.In Wolverine Access, click on Financial Management Workspace (Hyperion) Enter your Level 1 credentials in the Oracle Log On ScreenIn the Quick Links panel, under Planning, select “UMHS”In the Forms panel on the left, select “Forecast”From the list of forms that populates, select the form that you would like to modify/reviewAfter modifying data, be sure to save by selecting the save icon next to the Explore button in the top toolbar ................
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