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G40546-01
September 2025
Related Topics
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
You can now filter insights, view Explainability details, and view and add comments when you insert Intelligent Performance Management (IPM) Insights in Oracle Smart View for Office.
Filter Insights
In the IPM Insights dialog box, you can now filter the list of available insight based on type, POV, priority, and status to find a specific insight faster. To filter insights, in the filter box on top of the insights list, start typing and you will see the filter parameters matching your searched term. Select a filter from the list to display only the matching insights in the IPM Insights dialog box. You can apply up to 5 filters. The applied filters appear next to the filter box. To remove a filter, click the Close icon on the applied filter. Insight filters are available in Microsoft Excel, Microsoft Word, and Microsoft PowerPoint.
View Explainability
In the web application of Oracle Fusion Cloud Enterprise Performance Management business processes, the Explainability tab under IPM Insights shows details about the insight including metrics and methods used in the insight. These details make the insight data more prominent and more transparent. When you insert as anomaly, a prediction, or a forecast variance and bias insight in Smart View, the Explainability table is also inserted along with the insight, displaying various metrics related to the insight. Explainability details are available only for insights inserted in Microsoft Excel.
View and Add Comments
Along with various metrics, the Explainability table also displays the number of comments available for the insight. These comments are the same as the ones available in the Comments tab in the web application. Comments help you collaborate with other users over insights. You can double-click the number link to view the comments and can also add new comments. Comments are available only for insights inserted in Microsoft Excel.
For more information, see Using IPM Insights in Smart View in Oracle Smart View for Office User's Guide.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
When opening Forms 2.0 and dashboards containing unresolved user variables in Oracle Smart View for Office, you are now presented with a message informing you that user variables have not yet been set. Clicking the OK button in this message launches the User Preferences dialog. Select a member for each missing user variable and save your selections. Then you can continue with working in the form or dashboard.
Previously, you were presented with a message notifying you about unresolved user variables. You were then required to access the User Preferences dialog in a separate action.
This improved workflow enables you to quickly accomplish the task of setting user variables, with no extra effort required to access the User Preferences dialog.
Note:
This feature requires Cloud EPM 25.09 or later.
Currently, Oracle supports three types of user variables in forms:
In 25.08, Cloud EPM introduced a feature enhancement that automatically sets default values for dynamic and context-sensitive user variables in Forms 2.0 and dashboards opened in Smart View. However, standard user variables, if undefined, still need user intervention to define missing values in preferences. If you're prevented from opening a Form 2.0 or a dashboard because it includes missing member values, you must define values for the user variables that were set up by your Service Administrator, as described in this feature.
For more information, see Working with User Variables in the Oracle Smart View for Office User's Guide.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
Two new roles are now available for Job Console users, namely Jobs - View and Jobs - Manage.
Job Console enables users to view job details, monitor job status, and delete jobs, if required. Service Administrators can view all jobs and delete any job. However, all other users could view and delete only their own jobs.
With the introduction of the following new roles, users, who are not Service Administrators, now get more control on the jobs that they can view and the jobs they can delete in the web application and in Oracle Smart View for Office.
Users having neither of the above roles can only view and delete their own jobs. They cannot use the User Name filter in the Job Console to fetch and view jobs of other users.
Note:
Deleting a job only removes it from the list in the Job Console. It does not stop or cancel the processing of the job.For more information, see About the Job Console in Oracle Smart View for Office User's Guide.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
A new option, Preserve Numeric Comments and Unknown Values (Ad Hoc Standard Mode), is now available to control whether or not you want to preserve numeric comments and data values on refreshing an ad hoc grid.
In Oracle Smart View for Office, invalid members are considered comments and their corresponding data values are considered as numeric comments. Earlier, when the Keep Invalid Members/Comments option was selected in the web application settings and you typed an invalid member in a Standard mode ad hoc grid and clicked Refresh, the invalid member cell would turn into a comment and the formatting would be removed for data cells associated with the invalid members, while retaining the data values as numeric comments.
With the new Preserve Numeric Comments and Unknown Values (Ad Hoc Standard Mode) option, you can decide if you want the data values to be retained on the grid or removed from the grid.
This option is available in the Member Options tab of the Options dialog. By default, this option is unselected.
If the Keep Invalid Members/Comments option is not selected, then the invalid member reverts to the closest previous member in the grid, with the exception of the first row or first column in the grid, which is retained as a comment.
For more information, see the following topics in the Oracle Smart View for Office User's Guide:
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
A new option, Open Web Launch Link in New Workbook, now enables you to open an artifact from the web business process in a new workbook instance in Oracle Smart View for Office.
Previously, if you already had a workbook opened, then opening an artifact using the Open in Smart View action in the business process would cause the current Excel sheet to be overwritten.
Note:
If Excel is not already started when using the Open in Smart View action, then two Excel workbook windows are opened: one that is empty, and one that contains the artifact that was launched from the business process.The new Open Web Launch Link in New Workbook check box is located on the Advanced tab of the Options dialog, listed under Display. By default, this option is unselected.
For more information, see the following topics in the Oracle Smart View for Office User's Guide:
The following option constants are added to the VBA functions, HypGetOption and and HypSetOption:
These constants correspond to options that have been added in recent releases to the Options dialog. Use these constants as you would the other constants noted in the table in HypGetOption in Oracle Smart View for Office Developer's Guide.
You can download this release from My Oracle Support:
For information on Oracle Smart View for Office, including the link to downloading the latest Smart View release, refer to the My Oracle Support Knowledge Article "Smart View Support Matrix and Compatibility FAQ" (Doc ID 1923582.1). To access the Knowledge Article, you must have a user account with My Oracle Support.
As a best practice, Oracle recommends periodically checking for and downloading the latest Smart View release from the Knowledge Article, Doc ID 1923582.1, on MOS:
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923582.1
Complete installation instructions are in the Oracle Smart View for Office Installation and Configuration Guide. This guide is available in the Smart View library on the Oracle Help Center.
https://docs.oracle.com/en/applications/enterprise-performance-management/index.html
Google Chrome, Mozilla Firefox, and Microsoft Edge require a browser extension. See the topics in Browser Support for information on downloading and installing the Smart View extension for those browsers.
Oracle supports and certifies the current release and one release prior (25.200 and 25.100) of Oracle Smart View for Office against current products on Premier Support.
Oracle Smart View for Office 25.200 is supported on Windows 10 and Windows 11, and requires a supported version of Microsoft .NET Framework. Oracle recommends using .NET Framework 4.8 or higher.
Note that Microsoft .NET Framework 4.5.2, 4.6, and 4.6.1 are no longer supported after April 26, 2022. For more information, see .NET Framework 4.5.2, 4.6, 4.6.1 will reach End of Support on April 26, 2022.
For information on additional Windows operating system support, see the matrix for your release in Supported Platforms Matrices.
Oracle Smart View for Office supports Microsoft Office 2021 and 2024.
Note:
Office 2016 and Office 2019 users: Microsoft will stop supporting Office 2016 and Office 2019 as of October 14, 2025 as per their announcement in End of support for Office 2016 and Office 2019. Oracle Smart View for Office 25.100 was the last Smart View release to support Office 2016 and Office 2019. Starting release 25.200 onwards, Oracle Smart View for Office no longer supports Office 2016 and Office 2019.
Smart View for Windows requires locally installed supported versions of Microsoft Office 365 applications, including Office 365 ProPlus installed using Click-to-Run. Smart View (Mac and Browser) provides an interface between Oracle's Oracle Fusion Cloud Enterprise Performance Management solutions and Microsoft Office 365 deployed either in a web browser on Windows or Mac systems, or on Office for Mac.
For more information, see the Knowledge Article entitled Smart View Support Matrix and Compatibility FAQ (Doc ID 1923582.1):
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1923582.1
Note:
Some Office 365 users may face issues viewing drop-down list values in Smart Lists, member drop-down menus, in-cell POVs, and other drop-down lists. For example, on clicking any drop-down list in a cell, only an ellipses (…) may be displayed instead of the actual drop-down values. Users will need to upgrade to Smart View 22.200 or later in order to see the drop-down list values properly in cells.
You can use Oracle Smart View for Office to interact with supported browser-based applications in Oracle Fusion Cloud Enterprise Performance Management and Oracle Enterprise Performance Management System in these ways:
Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
Starting in a Task List in Smart View, opening a task in a browser.
Mozilla Firefox, Google Chrome, and Microsoft Edge require a Smart View add-on for drill-through, web launch, and opening a task in a browser from Smart View.
Note:
Starting with the Cloud EPM 20.09 update and EPM System 11.2.2 release, Internet Explorer 11 is no longer supported, based on the Microsoft recommendation that Internet Explorer users move to the new Microsoft Edge as their default browser. Because Oracle will no longer test Cloud EPM and EPM System using Internet Explorer, existing functionality that currently works with Internet Explorer may no longer work starting with the 20.09 update or release 11.2.2. For more information, see Browser Version Support.
Oracle recommends that all users move to a supported browser.
Browser extension installation instructions are in the Oracle Smart View for Office Installation and Configuration Guide, Installing Browser Add-ons.This guide is available in the Smart View library on the Oracle Help Center here:
https://docs.oracle.com/en/applications/enterprise-performance-management/index.html
Oracle Smart View for Office does not have a browser version dependency; however, it is possible that the products that Smart View works with do.
For your platforms and products, check the system requirements and supported platforms documents, and specific product readmes for any additional browser support requirements.
Note:
Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.
Smart View does not require the Internet Explorer browser specifically. However, Smart View depends on WinInet APIs that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.
For more information, see Oracle Support Document 2877741.1, Impact on Smart View with Microsoft decommissioning Internet Explorer 11 on June 15, 2022.
Starting in Oracle Smart View for Office 25.200, Microsoft Edge WebView2 is required to be installed on each user’s computer.
Certain authentication schemes require newer controls, such as WebView2, to process a complex login sequence. To use WebView2, ensure that Microsoft Edge WebView2 Runtime is installed and enabled on each Smart View client machine.
During runtime, Smart View detects the presence of Microsoft Edge WebView2 Runtime installed on the machine and launches the WebView2-based dialog to host the login page.
Note:
WebView2 is supported only on Microsoft Windows 10 and 11.
This is due to Office applications not sharing the WebView2 data folder. Any functionality that relies on the shared data folder will not work as expected. The result is that users will need to log in and disconnect independently for each Office application on Windows Server.
Once WebView2 is installed on Smart View client machines, users can enable or disable it in the Smart View Options section of the Health Check dialog (described in Performing a Health Check On Your System in the Oracle Smart View for Office User's Guide).
Administrators can also enable or disable WebView2 by editing the Smart View
properties.xml file (present by default in
C:\Oracle\SmartView\cfg) and then distribute this file to
users.
These are the configuration settings for enabling and disabling WebView2 in
properties.xml:
<disableWebView2>0</disableWebView2>
<useWebView2forNetworking>1</useWebView2forNetworking>
<disableWebView2>0</disableWebView2>
<useWebView2forNetworking>0</useWebView2forNetworking
<disableWebView2>1</disableWebView2>
<useWebView2forNetworking>0</useWebView2forNetworking>
Administrators: If WebView2 is required to handle the login sequence used by your organization, then you should ensure that Microsoft Edge WebView2 Runtime is installed and enabled on the machines running Smart View. If you are installing Microsoft Edge WebView2 Runtime, Oracle recommends using the Evergreen version.
Once installed, Microsoft distributes WebView2 updates on a regular cadence, unless a fixed version was installed. Administrators can use their own internal procedures to download and distribute Microsoft Edge WebView2 Runtime to Smart View users. The download is here:
https://docs.microsoft.com/en-us/deployoffice/webview2-install#webview2-runtime-installation
For more information, see the WebView2 documentation.
The Oracle Smart View for Office user interface supports these languages:
| Language | Language | Language | Language |
|---|---|---|---|
| Arabic | Finnish | Italian | Romanian |
| Chinese (Simplified) | French | Japanese | Russian |
| Chinese (Traditional) | French (Canada) | Korean | Slovak |
| Czech | German | Norwegian | Spanish |
| Danish | Greek | Polish | Swedish |
| Dutch | Hebrew | Portuguese (Brazilian) | Thai |
| English | Hungarian | Portuguese (Portugal) | Turkish |
You can upgrade to Oracle Smart View for Office Release 25.200 from the following releases:
Table 1-1 Supported Paths to this Release
| Release Upgrade Path From | To |
|---|---|
|
24.200, 24.210 |
25.200 |
|
25.100, 25.110 |
25.200 |
Oracle Smart View for Office supports the product versions listed in the system requirements and platform support documents for your environment.
For information about compatibility with other Oracle platforms and products, check the system requirements and supported platforms documents for your environment, as well as any specific product readmes.
These defects are fixed in this release:
34305255 – The authentication headers for Smart View extensions now use - (dash) instead of _ (underscore).
37607379 – The incorrect parameter error, if encountered while installing Smart View, can be resolved by ensuring that the latest Microsoft Edge WebView2 version is installed on your machine before installing or upgrading Smart View.
For more information, see Incorrect Parameter Error after Installing Smart View under Tips and Troubleshooting in the Oracle Smart View for Office Installation and Configuration Guide.
37400656 – Certain web access management updates, including SSOGEN, were causing issues with connecting using shared connections.
This fix is available starting in Smart View 25.110+.
38012459, 38033281, 38089454 – Sheets now refresh as expected, including sheets containing formulas, for users on Microsoft Office 365 2504+.
This fix is available starting in Smart View 25.110+.
Note:
Unless otherwise noted, the fixed defects described in this topic apply to these Oracle Fusion Cloud Enterprise Performance Management business processes:
These defects are fixed in this release:
For more information, see Open Artifacts Using Web Launch in New Workbook.
37710147 – The Retain Numeric Formatting option now works properly for forms. For example, if you apply to selected cells the $ Accounting Format from the Number section of the Excel Home ribbon, then on refresh the formatting is retained if Retain Numeric Formatting is selected.
The formatting is also retained when you save the sheet and open it again. Note that this option overrides the design-time formatting set for a form by the administrator or form designer. This option is available in the Formatting tab of the Smart View Options dialog.
This fix is available starting in Smart View 25.110+.
37890430, 37990076 – After entering an incorrect member name and refreshing the sheet, the rows containing the previous retrieval were retained. You can prevent this by using the new option, Preserve Numeric Comments and Unknown Values (Ad Hoc Standard Mode). This option controls whether or not to preserve numeric comments and data values on refreshing an ad hoc grid. This option is available in the Member Options tab of the Options dialog.
For more information, see Control Preservation of Numeric Comments in Ad Hoc Grids.
This fix is available starting in Smart View 25.110+.
37947553 – On a free-form grid, after submitting a value successfully in a Smart List cell, and then submitting a blank value in the same cell, a junk value no longer appears in the equivalent cell in the web form.
This fix is available starting in Smart View 25.110+.
38240538 – Smart List values using the MM YYYY format can now be selected when #NumericZero option is set for Missing Label.
This fix is available starting in Smart View 25.110+.
38285954 – Business rules execute properly in Oracle Smart View for Office after users correct the missing label for enumeration used in runtime prompts.
38077984 – After performing a Submit Data Without Refresh, Smart View no longer fails when you enter data on the sheet.
This fix is available in Smart View 25.110+.
37739096 – Smart View no longer adds an extra single quote (') to numeric comment cells after refreshing the sheet. An earlier change in Smart View to support leading special characters, including the single quote, in member names, still works as expected. Numeric comments require that you enter only one single quote before the value in order for the cell to be retained as a numeric comment upon refresh and display only one single quote. This fix ensures that numeric values entered as text comments behave as in 23.110 and earlier versions.
This fix is available in Smart View 25.110+.
37834288 – Reports refreshed in Smart View now correctly reflect changes in the data when the sheet name in the report workbook contains space as the last character.
This fix is available starting in Smart View 25.110+.
33992974 – When working in a two-monitor scenario using a laptop screen and an external monitor screen in extended mode, Oracle Smart View for Office may not able to recognize selections in the POV. This is due to having different resolution and scaling settings on each screen, which can result in false clicks where some UI clicks are not captured.
Workaround: If your display resolution settings are different between the laptop monitor and the external monitor with extended display, use the same scale settings on both screens. For information on monitor display settings, see the Microsoft article, How to use multiple monitors in Windows.34032813 – After installing Smart View as a System user, when Excel is launched for the first time, the registry key HKEY_CURRENT_USER, or HKCU is updated with the location of the HsTbar.xla file. While uninstalling Smart View, the HKCU entries are not removed automatically. After uninstalling Smart View, when Excel is launched for the first time, Excel tries to locate the HsTbar.xla file and shows an error stating it could not find the file.
Workaround: To avoid this error, delete the entries from the Windows Registry manually using the steps given in Excel Looks for HsTbar.xla File After Uninstall in the Oracle Smart View for Office Installation and Administration Guide.
34344067 – When attempting to launch certain dialogs, the Script Error dialog is displayed if WebView2 is disabled; for example, you launch the Instructions dialog, and the instructions area is blank and the Script Error dialog is displayed.
Workaround: In the Health Check dialog, ensure that WebView2 Runtime is installed and select Enable for UI, described in Performing a Health Check On Your System in the Oracle Smart View for Office User's Guide.
35116820 – If the Health Check option, WebView2 Runtime, is set to Enable for UI or Enable for All, then you cannot update extensions using the Check for Updates, New Installs, and Uninstalls in the Smart View Options dialog.
Workaround: In the Health Check dialog, set the WebView2 Runtime option to Disable. Restart Office. Then proceed with the extension update (or install or uninstall) using the Check for Updates, New Installs, and Uninstalls link in the Options dialog. When you’re finished with extension update tasks, reenable the WebView2 Runtime option in the Health Check dialog and restart Office.
35728359 – When performing drill-through to an Excel sheet, data value amounts on the sheet are shown in US format (with . as the decimal separator) and not in the regional format (with , as the decimal separator).
36401841 – When WebView2 is enabled, selecting outside of a WebView2 dialog, such as the Sign In dialog, switches focus to the Excel application, making it unresponsive.
Note:
Unless otherwise noted, the known issues described in this topic apply to these Oracle Fusion Cloud Enterprise Performance Management business processes:
These are the known issues related to Cloud EPM:
35480273 – Comments outside the flex form grid area will not be adjusted to match grid layout changes.
36180640 – With WebView2 and the Save password dialog enabled, and using a shared connection to connect to an OCI data source, the Save password dialog is not displayed.
Workaround: Connect to the OCI data source a private connection and save the password when prompted. Disconnect or close Excel. Then, log in using the shared connection.Tips and troubleshooting topics are listed in the Tips and Troubleshooting chapter of the Oracle Smart View for Office Installation and Configuration Guide.
All Oracle Smart View for Office guides are available in the library on the Oracle Help Center:
https://docs.oracle.com/en/applications/enterprise-performance-management/index.html
Find the latest Oracle Fusion Cloud Enterprise Performance Management and Oracle Enterprise Performance Management System product guides in the Oracle Help Center:
Cloud EPM
For Cloud EPM documentation and videos on the Oracle Help Center, click See All under Cloud Applications, Fusion Applications Suite, and then click Enterprise Performance Management in the Enterprise Resource Planning (ERP) group. On the Oracle Enterprise Performance Management (EPM) page, click the link for your service to view the documentation.
EPM System
For EPM System documentation on the Oracle Help Center, click See All under On-Premises Applications. On the Oracle Applications page, click Enterprise Performance Management, and then look for your release on the Enterprise Performance Management page.
You can also find deployment-related documentation on Oracle Technical Resources (https://www.oracle.com/technical-resources/) and on the Oracle Software Delivery Cloud website (https://edelivery.oracle.com).
When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid.
Workaround: Cut and paste from the HTML version of the document.
This topic lists the open-source and proprietary third-party software components (or portions thereof) that are included with or used by Oracle Smart View for Office:
MSXML 6.0
NewtonSoft.Json 13.0.2
Office PIA 14.0
InstallShield 2023 R2
Open XML SDK 2.18.0
Zlib Data Compression Library 1.3.1
Oracle Smart View for Office Readme
G40546-01
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