Updating Available Content in a Reference File

You may, as the reference file author, want to updating existing content in a reference file.

For example, you may need to refresh a profitability report table with new data. Any updates made in the reference file are automatically refreshed in the doclet that consumer the report content when the doclet is checked in.

To update content in a reference file:

  1. Select and check out the doclet that contains the reference file you would like to modify.
  2. Click Inspect in the Performance Reporting ribbon to open the Properties dialog box.
  3. In Properties , click the Embedded Content tab, Embedded Content tab, and then click the Available Files link.
  4. Click Actions button which appears next to a reference file next to the reference file with the content you want to work with, and select Download.
    The file is downloaded by default your Downloads folder. You can close the Properties dialog in the Word doclet for now.
  5. Open the file in Excel and make the changes you require, and then save the file.
  6. Return to the report package and, in the Performance Reporting ribbon, click Inspect, and in the Properties dialog, Embedded Contents tab, Available Files, click Actions button which appears next to a reference file next to the reference file with the content you just modified with, and select Upload.
  7. In the Upload dialog box, click Choose File and navigate to the location of the modified Excel reference file and select it, then click Open
  8. Click OK to close the Upload dialog, and the close the Properties dialog.
  9. To refresh the embedded content from the recently uploaded reference file, in the Performance Reporting ribbon, select Refresh, and then Refresh Embedded Content.
  10. Upload and check in the doclet.