Authoring Doclets in Smart View

As a doclet author, you provide report content in Smart View. The authoring process follows this workflow:

  1. Check out the doclet or supplemental doclet.

    You can check out Word- or PowerPoint-based supplemental doclets.

  2. Update the doclet or supplemental doclet.

    Some suggested Smart View content development tasks:

    • Copy and paste data points or data ranges from Office-based documents and supplemental doclets into Word-based or PowerPoint-based doclets, as described in Copying Data Between Excel, Word, and PowerPoint.

    • Copy and paste text from documents and supplemental doclets of any type into Word-based or PowerPoint-based doclets.

    • Use the PowerPoint copy and paste commands to copy a slide or presentation into a PowerPoint-based doclet or supplemental doclet, and import the metadata from the original slide or presentation into the doclet, as described in Importing Metadata into Copied Slides or Presentations.

    • Refresh the Smart View data in doclets and Word- or PowerPoint-based supplemental doclets using the Refresh command on the Smart View ribbon or a provider ribbon, as described in Refreshing from a Ribbon.

    • Refresh reports in doclets or Word- or PowerPoint-based supplemental doclets individually as you require, as described in Refreshing Individual Reports from Document Contents.

    • Change the POV of a report in a doclet or Word- or PowerPoint-based supplemental doclet, as described in The POV Manager.

    See Example: Working with Enterprise Performance Reporting Cloud Service Data in Smart View for a demonstration on working with Smart View content in a Word-based doclet.

  3. Upload the doclet or applicable supplemental doclet back to the report package.

  4. Optional: Select to override doclet style sample attributes or slide master.

  5. Check the doclet or applicable supplemental doclet back in.

  6. Submit the doclet or applicable supplemental doclet.