Importing Interactive Reporting Documents into Excel

To import Interactive Reporting documents into Excel:

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

    The Import Workspace Document wizard is displayed.

    Note:

    Some wizard screens do not apply to some documents.

  5. In Sections, select the section for importing.
  6. In Actions, select an option:

    • Refresh and Preview, to change filters or values prior to previewing the document

    • Preview, to preview the document with default settings

      If you are importing a CubeQuery section in query ready format, do not select this option.

  7. Click Next.
  8. If you selected Preview in step 6, skip to step 11. If you select Refresh and Preview, continue with the next step.
  9. If user authentication is required to change filters, such as variable, value, or option in the document's settings, in Specify Database Credentials, enter the username and password, and select Next.

    The connection name is displayed in parentheses (for example, Sample.oce).

  10. In Specify Filters, select a value and click Next.
  11. To import all pages of the document, leave the All Pages field check enabled.
  12. If your document contains multiple pages, select Split pages across worksheets to display each page on a separate Excel worksheet.
  13. From the Import Section As drop-down, select one of the following:

    • Data to import content as query-ready HTML. The current page of the current CubeQuery section is converted to HTML and Smart View formatting is removed. This enables you to requery the data source independent of the Web application.

    • Image to import content as formatted HTML. The current page of the CubeQuery section is converted to HTML with Smart View formatting definitions and calculated members. Smart View does not directly query the data source. This option is available only for a CubeQuery section for Refresh and Preview.

  14. Click Finish.

    The document is displayed in Excel.