Importing Financial Reporting Documents into Word and PowerPoint

Note:

In this topic, references to Oracle Hyperion Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud versions of Financial Reporting.

To import Financial Reporting documents into Word and PowerPoint:

  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 Financial Reporting document that you want to import.
  4. From the Action Panel, click Open.

    The Import Workspace Document wizard is displayed.

  5. In Select a Document, expand the repository, select a Financial Reporting document, then click OK.

    The document is previewed in the Import Workspace Document window.

    Note:

    Some screens do not apply to some documents.

  6. If the Preview User Point of View screen is displayed, preview the current POV or change the members of the POV by selecting a member.

    Note:

    To display this screen, select Preview in EPM Workspace preferences, for User Point of View.

  7. Optional: If you want to change the default value, in Respond to Prompts, make a selection for prompts, and click Next.

    Note:

    This screen is displayed only if the document contains prompts.

  8. In Preview from Grid POV, change the POV by selecting a POV.

    Note:

    Some wizard screens do not apply to some documents.

  9. Change the page dimension by selecting Page.
  10. Select All Pages to import all pages of the document.
  11. Optional: To refresh the Financial Reporting document using the EPM Workspace Point of View, select Refresh Using Workspace Point of View.
  12. In Import Document As, select an option:

    • Image—To import the document as an image.

    • Function Grid—To import a dynamic grid format, which allows you to further select a report option, as described in step 16 (available in Word only).

  13. Click Finish.

    Your next steps depend on the option you selected in step 12:

    If you selected:

    • Image—The report is imported into the document as an image and you can only view the Reporting and Analysis image in the Word.

    • Function Grid—Continue with step 14 (Word only).

  14. Click The Refresh Contents button to refresh the Document Contents pane.
  15. Select the report object in Document Contents, right-click and select Insert New Reporting Object/Control.
  16. From the Insert New Reporting Object/Control dialog box, select one of these report types to place on the page:

    • Function Grid —a dynamic grid format

      When you refresh a function grid, data cells are refreshed; members are not. To refresh both data and members, you must reinsert the function grid into the sheet. For this reason, function grids are most useful for reports in which members remain reasonably static. For reports whose members may change more often, tables and charts are better report types. Although you can have multiple reports on a worksheet, you can have only one function grid.

      You can use Excel formulas, for example SUM, with function grids. To retain such formulas as part of the function grid, you must leave one empty row between the grid and the cell containing the formula and include the empty row in the range of cells selected for the formula definition. This permits retention of the formula when refreshing the data results in a different number of rows in the grid.

      To format a function grid, use Excel formatting capabilities.

    • Office Table

      Office tables can be used with Word only. Office tables display results in native Microsoft Office table format. When you refresh an Office table, both members and data are refreshed.

      Office tables look and feel like part of the Word document, but the members and data in the table cells are connected to the Smart View provider. With Office tables, you can work with the Word table formatting and styles that you are accustomed to. Insert a POV object into the report and you can change the POV of the Office table. Refresh the Office table after changing formatting or POV and the new POV is reflected in the results and custom formatting is retained.

      You cannot zoom in or out in an Office table object, and you cannot perform other ad hoc operations or use free form.

    • Table

      Table reports display results in a grid format that floats on the document and can be moved and re-sized. When you refresh a table, both members and data are refreshed. Tables are useful for displaying large grids in a smaller space; their scroll bars enable you to quickly access rows and columns.

      You can zoom in and out in a table report, but you cannot perform other ad hoc operations or use free form.

    • Chart

      Chart reports display results in a chart format that floats on the document and can be moved and re-sized. When you refresh a chart, both members and data are refreshed.

  17. Optional: To move or re-size a table or chart, in Document Contents, click the down arrow next to the Refresh Contents button with down arrow, and from the menu, select Toggle Design Mode.

    You can now move objects within the sheet, slide, or page.

    When you are ready to exit design mode, select Toggle Design Mode again.

  18. Refresh.