To import Interactive Reporting documents into Excel:
In the Smart View Panel, connect to a EPM Workspace data source.
Navigate to the Interactive Reporting document that you want to import.
From the action panel, click Open.
The Import Workspace Document wizard is displayed.
Note:
Some wizard screens do not apply to some documents.
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.
If you selected Preview in step 6, skip to step 11. If you select Refresh and Preview, continue with the next step.
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).
To import all pages of the document, leave the All Pages field check enabled.
If your document contains multiple pages, select Split pages across worksheets to display each page on a separate Excel worksheet.
In the Import section As drop-down, select the method for importing: Fully Formatted or Query Ready.
When you export content as query-ready HTML, the current page of the current CubeQuery section is converted to HTML and Hyperion-specific formatting is removed. This enables to requery the data source independent of the Web application.
When you export content as Formatted HTML, the current page of the CubeQuery section is converted to HTML with the Hyperion formatting definitions and calculated members. This formatting content prevents Smart View from directly querying the data source, but enables Hyperion content to be leveraged by Office applications.
The query ready option is only available for a CubeQuery section for a Refresh and Preview action.