Importing Metadata into Copied Worksheets

Data source types: Essbase, Planning, Financial Management, Reporting and Analysis, Hyperion Enterprise

When you copy an Excel worksheet, only the data and not the metadata is copied. (Metadata consists of such things as the POV, alias table, and connection information). However, after the data is copied, you can import this metadata from the original worksheet to the new one.

You can import metadata in the following:

You cannot import metadata in worksheets that contain Report Designer objects, but such workbooks can be replicated by cascading as described in Cascading Reports and Ad Hoc Grids.

Note:

This procedure should be performed only by advanced users.

  To import metadata to a copied worksheet (this operation cannot be undone):

  1. Back up your work.

  2. From the Smart View menu, select Options, then Advanced, and ensure that Improved Metadata Storage is selected.

  3. Use Excel to copy a worksheet. This operation copies the visible contents of the source worksheet but not the metadata (connection information, POV selections, alias tables and the like) to the destination worksheet.

  4. With the destination worksheet active, from the Smart View menu, select More, then Import Metadata to display a list of all open workbooks and their corresponding open worksheets.

  5. From the list, select the worksheet that contains the metadata that you want to import to the destination worksheet.

  6. Click OK. You will be asked to confirm your selection.

  7. Refresh.