A Free Form Planing aka Essbase SaaS Journey — part 5, POV You’re Clear Out of Smart View

POV, you’re clear out of Smart View, When I am not looking at you

I analyze out of this world, The data that no mortal ever knew

Essbase SaaS otherwise known as Free Form Planning has largely, although not completely (I don’t actually know what the gap is – ask Oracle but I do know it’s getting smaller), come to Smart View parity with native Essbase connections. There is one glaring exception – that damnable, horrific, hard to use, and I-just-hate-it floating POV, viz.

A screenshot of a cell phone Description automatically generated

Evil. Hateful. Accursed. Also, I don’t like it. It has been part of the Planning data connection seemingly forever and I’ve disliked it just as long. In the on-premises world it’s easy to get round by using the Essbase data connection in Smart View but that isn’t an option in Planning Cloud.

But what if there was a fix to this and it’s OMG-easy? Actually, the OMG part consists of me not knowing it and Planning’s Product Manager maintaining his patience when he told me it’s been there for almost a year. He is a better man than I.

You’re right out of my Excel book, The financial plan I read last night at five

No Planning geek out of a book, Was more frustrated by a floating POV

Than I

So what, Cameron, what fixes this? It is, as noted, embarrassing as it’s been an option since Summer 2019. Yr. Obt. Svt.’s ignorance is only matched by his laziness but I searched around and couldn’t find this explicitly reviewed. Of course it may be and thus this post is redundant, but as I have noted before, pointless technical information is my métier.

Here’s how you make Planning ad-hoc look like Essbase.

Go into your application settings as below:

A screenshot of a cell phone Description automatically generated

Go to “Smart View Ad Hoc Behavior” and change it from Native to Standard:

A screenshot of a cell phone Description automatically generated

Save the setting.

And…

After waiting so long for the no more POV time, After reaching so far for a star

All at once through the long and lonely Planning night time, And despite time, here you are(nt)

Huzzah! A big factor in what prevented Planning’s Smart View data connection not quite getting to parity with Essbase’s has been fixed. Let us give praise.

A screenshot of a cell phone Description automatically generated

I’d cry, “Out of Smart View”, If you ever said we weren’t through

So remove yourself out of Smart View, And I’ll spend the next eternity or two, without you

What about other platforms? Does the POV come and go?

First you see it:

A screenshot of a cell phone Description automatically generated

Then you most definitely don’t:

A screenshot of a cell phone Description automatically generated

Did you notice something amazingly cool? Did you? Yr. Obt. Svt.’s is finally using Smart View for Macintosh. I make no claim as to figuring out how to do it and instead point you to EPM Lab’s instructions.

Oracle’s instructions are here and are unsurprisingly a bit more up to date. However, I couldn’t get to the admin link step 4 requires – this is not surprising as I am not an Office 365 administrator – so I followed EPM Lab’s directions on manually copying the file.

POV, you’re clear out of Smart View, Out of Smart View

There is a caveat: the POV behavior (which totes obvs is the Death of the POV palette) is for everyone in the pod. My suggestion is to change it right up front and never tell your Essbase SaaS users there could ever be any other way to do ad hoc. For those clients who use and (gasp) like the floating POV, resort to persuasion, bribery, on in extremis, blackmail. Do what the situation demands to get to The Way Things Ought To Be.

Be seeing you.

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.