Adding Content from Reference Files to Doclets

Now that you have defined named ranges in your reference file, you can define candidates for embedded content, and instantly embed content in your doclet. The process is the same whether you are adding content into a Word or a PowerPoint doclet.

To add content from a reference file to a doclet:

  1. Open the report package
  2. Open, and then check out the doclet.

    Open the doclet to which you plan to add the reference file.

    Note:

    You may want to position your cursor at the point where you want to insert the embedded content you will be defining and adding in this procedure.

  3. In the Performance Reporting ribbon, click the Embed button to launch the Embed Contents dialog box.

    Figure 18-26 shows one named range available for embedding, sourced from a reference doclet.

    Figure 18-26 Embed Contents Dialog Box


    The Embed Contents dialog box, showing one named range available for embedding.
  4. Click New Range to launch the Embed New Content dialog box.
  5. In Embed New Content, click the drop-down menu in Source and select Local File, as shown in Figure 18-27.

    If you have already added content from reference files, you will see the files listed in the Source drop-down menu.

    Figure 18-27 Embed New Content Dialog Box


    The Embed New Content dialog box, showing the drop-down menu in the Source field, where you select Local File the first time you add a reference file to a doclet.
  6. Click the Choose File button, browse to the location of the Excel file that you plan to use as a reference file, and then select the file.

    The names ranges in the file are shown.

  7. In the Embed New Content dialog box, select the check box next to the named ranges that you want to add as embeddable content.

    In Figure 18-28, there was one named range in the reference file, OpExps, and this range is selected.

    Figure 18-28 Embed New Content Dialog Box with a Named Range Selected


    The Embed New Content dialog box with a named range selected.
  8. Click OK to return to the Embed Contents dialog, and select the newly added range.

    Figure 18-29 Embed Contents Dialog Box, with New Range Selected


    The Embed Contents dialog box, with the newly-added range, OpExps, selected
  9. Click OK to embed the range into the doclet.

    The example in Figure 18-30 shows an Excel table embedded into a Word doclet under the heading, "Table 1. Operating Expenses."

    Figure 18-30 Content from Reference File Embedded in Word Doclet

    Example of an Excel table from a reference file embedded into a Word doclet