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Budget Planning and Management - Delphi Planning - Smart View Submission - Avoid Resetting Your Data

This article explains how to submit data using Smart View in Excel without resetting to original data and losing your changes.

This article explains how to submit data using Smart View in Excel without resetting to original data and losing your changes.

Follow these steps to submit data to Delphi Planning from Smart View in Excel without resetting to original data and losing all of your changes.
  1. Open the spreadsheet with the data you want to submit.
  2. Click the Smart View add-in tab.
  3. Click Open.
  4. On the Smart View window, double-click Shared Connections.
  5. Select Oracle@Essbase from the connection drop-down list if it isn't already displayed.
  6. Click the plus signs to open either the USBUD or UCSAL application as required.
  7. Either double-click on the application or click Connect at the bottom of the window.
  8. Click Submit Data on the ribbon 
    Alert: Do not click Ad hoc Analysis
  9. Continue to submit your data as you normally would.



Keywords:Hyperion, UCSAL, UCBUD, Budget_Office, Executive, workspace, SmartView   Doc ID:29493
Owner:Levita G.Group:University of Chicago
Created:2013-04-16 12:11 CDTUpdated:2017-03-07 08:15 CDT
Sites:University of Chicago, University of Chicago - Sandbox
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