Maximizing your Reporting – Migrating Add-In VBA to Smart View VBA

Presenter: | Aug 21, 2015

Finit has delivered solutions for the office of finance 20 years, beginning in 2002 with a focus on Oracle EPM. In 2011, we were the first OneStream implementation partner and delivered the first OneStream solution to go live. We no longer offer consulting services for Oracle EPM. However, the functional experience and technical expertise built from this experience form the foundation of our industry-leading OneStream practice.

Recently, there has been an increase in the number of organizations inquiring about migrating to Smart View from the Essbase Excel Add-In. The VBA code behind macros used in the Essbase Add-In is different from the newer Smart View code. This does affect the usage and VBA code migration. When going through the process of changing the code it is similar to Basic Training. The process of migrating is hard and difficult at first, but the growing pains pay off in the end. There are new features to learn, old features to let die and some powerful new options and tools that could revolutionize your company’s reporting capabilities.

What we will review:

  • How Smart View is different from the old Essbase Add-In
  • How the VBA Code is different
  • How to change migrate from the Add-In to Smart View
  • New features we will review:
  • Butterfly reporting options
  • Formula fill on zoom operations
  • SubVar cell options

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