Importing Metadata into Copied Worksheets

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

Before you begin, be sure to review the content in Importing Metadata in Office Applications.

Note:

This operation cannot be undone.

To import metadata to a copied worksheet:

  1. Back up your work.
  2. From the Smart View ribbon, select Options, then Advanced, and ensure that Improved Metadata Storage is selected.
  3. Use Excel to copy a worksheet.

    This operation copies the visible contents of the source worksheet but not the metadata (connection information, POV selections, alias tables, and such items) to the destination worksheet.

  4. With the destination worksheet active, from the Oracle Smart View for Office menu, select More, then Import Metadata to display a list of all open workbooks and their corresponding open worksheets.
  5. From the list, select the worksheet that contains the metadata that you want to import to the destination worksheet.
  6. Click OK. You will be asked to confirm your selection.
  7. Refresh.
  8. To refresh the Document Contents pane, click Refresh Contents button in the Document Contents pane.