Smartview Concept- Point of View, Adhoc Grids and Functions


There is often confusion about what Point of View Manager in Smartview is for, so let me explain a few points.

  1. Firstly, POV Manager sets the connection’s Background Point of View. This POV is used primarily for SmartView functions.
    An HsGetValue function for HFM, for example, when created using Function Builder, specifies all 12 dimensions. However, it is possible — and for performance reasons, often preferable — to omit some dimensions. The function will assume the member set in the Background POV for omitted dimensions.
  2. Saving a POV by dragging it to a worksheet in POV Manager does not set that Point of View for the sheet — remember, Points of View are related to the Connection, not a particular worksheet.
    When you save a POV in this way, a copy of it is saved in the worksheet. It will be saved in the Excel file when you save the workbook and it can be retrieved in future sessions by dragging it from the sheet back to the Active POV within POV Manager.
  3. Once you have created an Adhoc Query or Free Form Query, the grid has its own Point of View, represented on the POV Toolbar. For Essbase, Planning, and HFM prior to 11.1.2.1, the starting point for this Point of View is the Background Point of View. (For HFM the starting point is the user
  4.  which is retrieved from the server.) Once the Adhoc has been created, the grid is independent of the Background POV. You must make any future changes to it via the POV Toolbar.

1. To create a new Adhoc Query with specific Point of View (Essbase, Planning)
Firstly set the Point of View in POV Manager (in Active). No need to drag or save the Point of View.
Click Hyperion -> Refresh to create the new Adhoc grid. The starting Point of View will match the one you set in POV Manager.

2. To change the Point of View of an existing Adhoc Query
Use the POV Toolbar relating to the grid.

3. To save a Point of View for re-use
1. Set up the desired Point of View in POV Manager
2. Drag the Active POV into an open worksheet in the left-hand pane
3. The Point of View will now be saved along with the workbook.
To use it in the future, after opening the workbook and connecting, drag it from the worksheet to the Active folder in the left-hand pane of POV Manager.

4. To set a default Point of View (to avoid having to set the POV every time you start SmartView)

Note: from 11.1.2.1 it is not longer necessary to do this, as the user POV is stored on the server and retrieved upon connection.

First save the Point of View into Personal.xls as described in 3 above.
On opening Excel and connecting, copy and paste this Point of View from Personal.xls to Active in POV Manager.

If you do not see Personal.xls listed in POV Manager:
1. Point to Tools -> Macro -> Record New Macro…
2. In the Record Macro dialog box, select ‘Personal Macro Workbook’ in the drop-down menu
3. Choose OK
4. Choose Tools -> Macro -> Stop Recording.
Personal.xls will now be listed in POV Manager.

When you close Excel, you may be prompted to save the Personal Macro workbook. Choose Yes to ensure your Default Point of View is retained.

 

Do Revert in case of any queries.

 

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