Importing Metadata in Office Applications

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Data source types: Oracle Essbase, Oracle Analytics Cloud - Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Hyperion Reporting and Analysis, Oracle Enterprise Performance Reporting Cloud, , Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud

In a new Office document, you may want to make use of Oracle Smart View for Office content in an existing document that contains not only the formatting and layout that you need, but data points as well. Instead of recreating the Smart View content from scratch, you can reuse the work that is already available.

When you use the Microsoft Office copy and paste commands to copy Smart View content within or between Office documents, the static data and formatting is copied; but the Smart View metadata is not copied. Metadata consists of Smart View artifacts such as the POV, alias tables, and connection information.

By using the Import Metadata command, after the data is copied, you can import the metadata from the original Office document into the new Office document.

You can use the Office copy and paste commands to copy content within individual Office applications as follows:

From an Excel worksheet to another worksheet within the current Excel workbook or to a different workbook
From a Word document to the same or different page within the current Word document or to a different Word document
From a PowerPoint slide or presentation to a slide within the current PowerPoint presentation or a different presentation

Note the following guidelines when copying, pasting, and importing:

Excel:
- You can import metadata in the following:
  - Ad hoc mode, including Smart Slices
  - Forms
  - Functions
    - Query-bound functions in sheets created by Smart View copy and paste
    - Non-query-bound functions created by the Function Builder
  - Worksheets that contain reports imported from Reporting and Analysis providers
- You cannot import metadata in worksheets that contain Report Designer objects, but such workbooks can be replicated by cascading as described in Cascading Reports and Ad Hoc Grids.
  
  Note:
  
  This procedure should be performed only by advanced users.
Word:
- You can copy and paste graphs
- You can copy and paste entire tables containing data points or copy and paste individual data points inline, within existing text
- Metadata must be imported from the same object or shape that was copied.
- Metadata is copied only for the copied objects or shapes, only rather than copying all the metadata present in the source Word document.
- For the Import Metadata command to work, there must be at least one copied Smart View object in the destination document, whether it is the current Word document or a different one.
- Copying the POV or slider within the same Word document will result in incorrect behavior in the document.
PowerPoint:
- You must select a single slide to begin the import process. Smart View displays an error message if you invoke the Import Metadata command when either no slide is selected or multiple slides are selected.
- You must first copy objects before selecting the Import Metadata command; otherwise, Smart View prompts you with a message.
- The slide from which the object is copied and the slide from which the metadata is to be imported must be the same.
- Metadata is copied only for the copied objects or shapes, only rather than copying all the metadata present in the source slide.
- You can duplicate a slide containing a POV or slider, but importing the metadata will result in an error.
- Copying a POV or slider within the same presentation will result in incorrect behavior in the presentation.