Using Smart Tags to Import Reporting and Analysis Documents

Smart tags provide an alternative way of importing Reporting and Analysis documents.

  To import Reporting and Analysis documents using smart tags:

  1. Open a Microsoft Office document.

  2. Connect to an EPM Workspace data source.

  3. Ensure that smart tags are enables in Excel.

  4. Type smartview anywhere in the document, then move the mouse over the word.

    The smart tags action icon is displayed.

  5. Click the smart tag icon and select Reporting and Analysis Content to display Import Workspace Document, from which you can import documents.