Importing a Web Analysis Document or Document Objects

Using Smart View in Excel, you can import one or all document pages or multiple data objects with one or more pages from a Oracle Hyperion Web Analysis document residing in the Workspace repository. All Web Analysisdata objects (spreadsheet, chart, pinboard) are imported as Excel spreadsheets. Freeform Grid and SQL spreadsheets cannot be imported.

To import Web Analysis data objects:

  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 Web Analysis 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 Web Analysis document, and click OK.
  6. If database credentials are not saved with the Web Analysis document, then the Specify Database Credentials page is displayed where you are required to enter valid log on credentials to data sources used in the report. If a report has only one data source and you skip entering credentials, the report is not imported. If you have data objects with different data sources in one report and only want to import one of the data objects, you can enter the credentials for the data objects you want to import and skip credential for the data object you do not wish to import. Enter the user name and password or select Skip to skip entering credentials to any of the data sources, and click Next.

    Tip:

    Select Save Credentials to save credentials with a Web Analysis document. It enables you to refresh an imported document later. Currently, you cannot refresh imported documents without saving credentials.

  7. In Preview, when selecting objects to import for Microsoft Excel, Word, and PowerPoint:

    • Select individual data objects, by clicking the check box located in the top left corner of each report object or select all data objects by clicking the All Objects check box.

    • Select Split Objects across worksheets to create a new worksheet for each report object or deselect Split Objects across worksheets to placed all report objects in the same worksheet.

    • Select a page to import from the drop-down list located in the top of each selected to import data objects or select All Pages to import all pages of all selected to import data objects.

    • Select Split Pages across Worksheets to create a new worksheet for each import page or deselect Split Pages across Worksheets to place all imported pages of each data object in the same worksheet.

  8. In Preview, when selecting object to import for Microsoft Word and PowerPoint, select Import Screen to import a screen print of the entire report.
  9. For Microsoft Excel, In Import Document As, select an option:

    • Fully Formatted (imports reports in fully-formatted HTML). You can connect to Oracle Enterprise Performance Management System at any time and refresh the imported document for current data.

    • Query-Ready (imports reports in query-ready HTML). You can connect to Oracle Hyperion Financial Management or Oracle Essbasedata source to get data directly and perform ad hoc analysis, such as retrieving, zooming, and pivoting data.

  10. Click Finish. The document is imported. You can then connect to EPM System at any time and refresh the imported document with current data.