Importing Interactive Reporting Documents into Word and PowerPoint

To import Oracle Hyperion Interactive Reporting documents into Word:

  1. From the Oracle Smart View for Office ribbon, select Panel.
  2. In the Smart View Panel, connect to a Oracle Hyperion Enterprise Performance Management Workspace data source.
  3. Navigate to the Interactive Reporting document that you want to import.
  4. From the Action Panel, click Open.

    The Import Workspace Document wizard is displayed.

    Note:

    Some wizard screens do not apply to some documents.

  5. In Select an Action, select an option:
    • Refresh and Preview, to change filters or values prior to previewing the document

    • Preview, to preview the document with default settings

  6. Click Next.
  7. If you selected Refresh and Preview:
    1. If user authentication is required to change filters, such as variable, value, or option in the document settings, in Specify Database Credentials, enter the user name and password, and click Next.

      The connection name is displayed in parentheses (for example, Sample.oce).

    2. In Specify Filters, select a value.
  8. Click Apply, and click Next.
  9. In Preview, to import a page, select a page from the drop-down list located in the upper left of the data object.
  10. Optional: To import all pages of the document, select All Pages.
  11. Click Finish.

    The document is imported.