Updating Excel-based Reference Doclet Content

This topic applies only to Excel-based reference doclets.

As the author or approver of Excel-based reference doclets, you can update and modify the available content in reference doclets during the author phase.

For example, you can refresh data or reformat content. Or, you may find that the available content that you defined needs to be remapped to different report content within the reference doclet. This may occur if the doclet source was updated, or if a named range was renamed or deleted, or if the wrong content was selected previously.

Note:

  • Prior to beginning this procedure, ensure that the author phase has been initiated.

  • To update Management Reporting-based content, use the Oracle Enterprise Performance Reporting Cloud web interface.

To update reference doclet content:

  1. Open the report package.
  2. Open, and then check out the reference doclet.
    The reference doclet should open in Excel. If you opened the report package in Word, Excel is launched when opening the reference doclet.
  3. Optional: Perform Oracle Smart View for Office tasks, such as refresh the data points or change the POV in a report.
  4. Optional: Perform Excel tasks, such as reformat a grid or chart.
  5. Optional: Change the name or the description of available content:
    1. In the Performance Reporting ribbon ribbon, click Inspect.
    2. In the Properties dialog box, select the Available Contents tab.
    3. In Available Contents, click the link for the content you want to change.

      For example, we'll update the description for the Monthly_Expenses content, so we'll click the Monthly_Expenses link:

      Selection from the Properties dialog box, Available Contents tab.

      The Edit dialog box is displayed, where you can change the content name and description.

    4. In the Edit dialog, make any necessary changes to the content name and description.

      In the example below, we've added a description.

      The Edit dialog box, where you can change the content name or description for available content in reference doclets.
    5. When finished, click OK to close the Edit dialog.

      The updated description appears in the Properties dialog box:

      Properties dialog listing available content; Monthly_Expenses now displays a description.
    6. Repeat to make changes to any other content in the list.
  6. Optional: To remap available content within a reference doclet:
    1. In the Performance Reporting ribbon ribbon, click Inspect.
    2. In the Properties dialog box, select the Available Contents tab.
    3. Click Actions arrow next to the content to remap and select Remap from the drop-down menu.

      For example, below we are selecting to remap Rev_GP2.


      The Action drop-down menu with the options of Delete and Remap

      The Remap dialog is displayed.

    4. In the Remap dialog, click on the associated Select link for the content to remap.

      A list of available content that is not already mapped is displayed. In the following illustration, the list contains two item, Summary_IS and Rev_GP1.

      Rev_GP2 is currently mapped to available content called Rev_GP2. We want to remap to the unmapped content called Rev_GP1.


      Remap dialog showing Embedded Content in the left column, and Replace With in the right column. A link labeled Select is in the right column across from each embedded content listing. Click the Select link to view unmapped ranges that the content may be mapped to. This illustration shows two unmapped ranges called Summary_IS and Rev_GP1.
    5. From the Select drop-down list, select an available content item to remap to.

      After you make a selection, the range you chose is shown in the Replace with column.

      In the following example, the Rev_GP1 range is now showing in the Replace with column.

      The Remap dialog, with the newly selected range shown in the Replace with column
    6. Repeat step 7.a. through step 7.c. for each available content item that you want to remap.
    7. When you're finished remapping content, click OK to close the Remap dialog.
  7. Click X in the upper left corner of Properties to close the dialog.
  8. When finished with all updates to the reference doclet, upload it and check it in.