Document Options

You use the Document Options dialog box to select display properties for a document to be viewed in EPM Workspace. The properties that you select prepare a Smartcut (a URL reference to a Reporting and Analysis repository object, for example, an Interactive Reporting document or job).

Document types available for display in EPM Workspace:

Interactive Reporting document (BQY)
Interactive Reporting Job
Production Reporting Job
Web Analysis
Financial Reporting
Others

Note:

If a hyperlink control display type is New Window or Current Window, the Document Options dialog box looks and behaves as described in Working with Embedded Browser Controls.

If Interactive Reporting Studio and Interactive Reporting Web Client determines the document type prior to the display of the Document Options dialog box, then the Document Type drop-down list presets the document type, and no document-type choices are available.

If Interactive Reporting Studio and Interactive Reporting Web Client cannot determine the document type prior to display of the Document Options dialog box, the default is Others, and you can select one of the five specific document types.

Depending on the document, specific options are available.

Table 189. Interactive Reporting Document Type Display Options

Option	Description
Document Type	For Interactive Reporting Studio and Interactive Reporting Web Client, select Interactive Reporting document.
Section	Specify which Interactive Reporting document section is displayed. If the list of EPM Workspace-enabled sections is determined prior to display of the Document Options dialog box, the list is displayed. The default section name is the name of the default section of the Interactive Reporting document. If the section list cannot be determined, a blank text box is displayed, and you can enter the section name manually. If the text box is blank, the default section is displayed when Browse is clicked in the Properties dialog box.
Toolbar	Specify which EPM Workspace toolbar is displayed: Standard—Contains the controls for commonly used operations, such as Open and Save Paging—Contains the section paging controls (Page Left, Page Up, Page Down, and Page Right) and indicates the current page (Page x of y) Section Navigation—Contains the navigational controls (Back, Forward, and Dashboard Home) Paging and Section Navigation—Contains the controls for paging and section navigation None
Smartcut Parameters	Specify key value pairs for the document and add parameters to the URL. To add a parameter, enter the parameter into the Smartcut Parameters text box, and click Add. When the URL is formed, the parameter is appended to the end of the URL. For example, the Smartcut Parameter “ShowMenubar” specifies state of the toolbar when the Interactive Reporting document is opened. Parameter values include: Standard Navigation (for Paging) Section Navigation and Navigation None Numbers (1, 2, 3, 4 respectively) To remove parameters from the list, select the parameters, and click Remove.

Table 190. Interactive Reporting Job Document Type Display Options

Option	Description
Document Type	For Interactive Reporting Studio and Interactive Reporting Web Client, select Interactive Reporting Job.
Section	Specify which Interactive Reporting document section is displayed. If the list of EPM Workspace-enabled sections is determined prior to display of the Document Options dialog box, the list is displayed. The default section name is the name of the default section of the Interactive Reporting document. If the section list cannot be determined, a blank text box is displayed, and you can enter the section name manually. If the text box is blank, the default section is displayed when Browse is clicked in the Properties dialog box.
Toolbar	Specify which EPM Workspace toolbar is displayed: Standard—Contains the controls for commonly used operations, such as Open and Save Paging—Contains the section paging controls (Page Left, Page Up, Page Down, and Page Right) and indicates the current page (Page x of y) Section Navigation—Contains the navigational controls (Back, Forward, and Dashboard Home) Paging and Section Navigation—Contains the controls for paging and section navigation None
Smartcut Parameters	To add a parameter, enter the parameter into the Smartcut Parameters text box, and click Add. When the URL is formed, the parameter is appended to the end of the URL. To remove parameters from the list, select the parameters, and click Remove.

Table 191. Production Reporting Job Document Type Display Options

Option	Description
Document Type	For Production Reporting, select Production Reporting Job.
Run Job	Specify whether the job should be executed. Not selected (not to be run) is the default.
Smartcut Parameters	Specify key value pairs for the document and add parameters to the URL. To add a parameter, enter the parameter into the Smartcut Parameters text box, and click Add. When the URL is formed, the parameter is appended to the end of the URL. To remove parameters from the list, select the parameters, and click Remove.

Option

Description

Document Type

For Production Reporting, select Production Reporting Job.

Run Job

Specify whether the job should be executed. Not selected (not to be run) is the default.

Smartcut Parameters

Specify key value pairs for the document and add parameters to the URL.

To add a parameter, enter the parameter into the Smartcut Parameters text box, and click Add. When the URL is formed, the parameter is appended to the end of the URL.

To remove parameters from the list, select the parameters, and click Remove.

Table 192. Web Analysis Document Type Display Options

Option	Description
Document Type	For Web Analysis, select Web Analysis.
Smartcut Parameters	Specify key value pairs for the document and add parameters to the URL. When the URL is formed, the parameter is appended to the end of the URL. To remove parameters from the list, select the parameters, and click Remove.

Option

Description

Document Type

For Web Analysis, select Web Analysis.

Smartcut Parameters

Specify key value pairs for the document and add parameters to the URL.

When the URL is formed, the parameter is appended to the end of the URL.

To remove parameters from the list, select the parameters, and click Remove.

Table 193. Financial Reporting Document Type Display Options

Option	Description
Document Type	For Financial Reporting, select Financial Reporting
Display Format	Specify the type of format in which to display the report (HTML or PDF). The default is HTML.
Smartcut Parameters	Specify key value pairs for the document and add parameters to the URL. When the URL is formed, the parameter is appended to the end of the URL. To remove parameters from the list, select the parameters, and click Remove.

Option

Description

Document Type

For Financial Reporting, select Financial Reporting

Display Format

Specify the type of format in which to display the report (HTML or PDF). The default is HTML.

Smartcut Parameters

Specify key value pairs for the document and add parameters to the URL.

When the URL is formed, the parameter is appended to the end of the URL.

To remove parameters from the list, select the parameters, and click Remove.

Table 194. Others Document Type Display Options

Option	Description
Document Type	Select Others to add parameters to the URL.
Smartcut Parameters	Add parameters; for example, add Production Reporting Job parameters or Interactive Reporting document limits (filters). To add a parameter, enter the parameter into the Smartcut Parameters text box, and click Add. When the URL is formed, the parameter is appended to the end of the URL. To remove parameters from the list, select the parameters, and click Remove.

Option

Description

Document Type

Select Others to add parameters to the URL.

Smartcut Parameters

Add parameters; for example, add Production Reporting Job parameters or Interactive Reporting document limits (filters).

To add a parameter, enter the parameter into the Smartcut Parameters text box, and click Add. When the URL is formed, the parameter is appended to the end of the URL.

To remove parameters from the list, select the parameters, and click Remove.