Exporting Financial Reporting Reports and Snapshots to Microsoft Office

Note:

When exporting multiple pages to PowerPoint, all pages are placed in a single slide. To have them automatically placed in separate slides, use Oracle Hyperion Smart View for Office, Fusion Edition in PowerPoint to import the reports.

Note:

To export Financial Reporting report and snapshots to Microsoft Word or PowerPoint as an image, you must install and configure either GNU or AFPL Ghostscript on the Financial Reporting Print server.

Export Behavior

  To export a report or snapshot to Microsoft Excel, Word, or PowerPoint:

  1. Open a report

  2. To export a grid on the report as query ready, select Export in Query-Ready Mode. This option is located at the bottom of the report. You cannot use this option to export snapshots.

    Note:

    Because of limited object positioning in html, exported objects may overlap and will need to be repositioned in Microsoft Excel.

  3. To use other export options, select File, then Export.

  4. Select one of the following submenu commands:

    • To export the current financial report as formatted HTML, select Excel , then Fully-Formatted Grid and Text.

    • To export the current page of the current financial report to Microsoft Word as a static image, select Word.

    • To export the current page of the current financial report to Microsoft PowerPoint as a static image, select PowerPoint.

      Snapshots are always exported as static images.

      The File Download dialog box displays profile information about exported content.

  5. The file is opened in the selected mode. To save the file to your machine, select File, and then Save As.

Note:

When exporting Financial Reporting grid objects to Excel the values are exported as displayed in the report. The desired number of decimal places for precision should be set in the report before exporting.