Editing Interactive Reporting Documents

  To edit Interactive Reporting documents in Excel, Word, and PowerPoint:

1. Open the Interactive Reporting document to edit.

2. From the Smart View ribbon, click the arrow in , then select Reporting and Analysis Document, and then Edit.

   The Import Workspace Document wizard is displayed.

   Note:

   Some wizard screens do not apply to some documents.

3. If you selected Refresh and Preview:

   1. If user authentication is required to change filters, such as variable, value, or option in the document settings, in Specify Database Credentials, enter the username and password, and click Next.

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

   2. In Specify Filters, select a value.

4. Click Apply, and click Next.

5. In Preview, to import a page, select a page from the drop-down list located in the upper left of the data object.

6. Click Finish.