Smart View & Excel Add-in

1 day
knowledge of Excel
course description

This one-day course is geared toward users of the Excel Add-In and/or Smart View.

We show you all the features and tricks for extending the power of Excel into Essbase reporting. We start by familiarising you with the essential vocabulary and basic understanding of Essbase databases. Next, we move into the mechanics of building reports with Smart View and the Excel Add-In and explore some of the more advanced features and gotcha’s.

Most of the coverage applies to the Excel Add-in and Smart View – we can emphasise/de-emphasise either one or both depending on your preference.

Since most of the class is conducted on our generic training model, we finish the class with a hands-on workshop using your application. This allows you to tie the concepts learned throughout the day to your own world.


To register your place on the course, simply complete the form below.  Alternatively, for the full course overview, download the PDF.

course content
  • Essbase / Planning Essentials
  • Spreadsheet Reporting Basics
  • Reporting Options
  • Advanced Reporting Options
  • Report Challenges
  • Custom Workshop
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