Embedding Reference File Content in a Doclet

In Registering Reference Files with a Doclet, you registered named ranges from an Excel file that was outside of the report package, making that Excel file a reference file. The reference file can be located on a network drive or on your local machine.

Now we will embed content from the reference file into a doclet. The process is the same whether you are embedding content into a Word or a PowerPoint doclet.

To embed content from a reference file into a doclet:

  1. Ensure that the report package is opened.
  2. If you have not done so already, open, and then check out the doclet to which you previously registered a reference file.

    You must embed reference file content in the doclet to which you registered the content. You cannot embed the content into other doclets.

  3. In the doclet, place your cursor at the point in the text where you want to embed the reference file content.
  4. In the Performance Reporting ribbon, click the Embed button to launch the Embed Contents dialog box.
  5. In the Embed Contents dialog box, select the range to embed.

    In Figure 18-24

    Figure 18-24 Embed Contents Dialog Box, with a Range Selected


    The Embed Contents dialog box, with a range, OpExps, selected
  6. Click OK to embed the range into the doclet.

    Note:

    In PowerPoint, you can relocate and resize the embedded content on the slide. Once resized, the revised height of the image on the slide is retained on refresh, and the refreshed image will have the same aspect ratio as the source object.

    Figure 18-25 shows an Excel table embedded into a Word doclet under the heading, "Table 1. Operating Expenses."

    Figure 18-25 Content from Reference File Embedded in Word Doclet

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