Updating Reference Doclet Content

Reference doclet authors and approvers can update and modify the available content in the reference doclets during the author phase. For example, data can be refreshed or content can be reformatted.

Note:

Prior to beginning this procedure, ensure that the author phase has been initiated.

To update reference doclet content:

1. Open the report package.
2. Open, and then check out the reference doclet.
   The reference doclet should open in Excel. If you opened the report package in Word, Excel is launched when opening the reference doclet.
3. Optional: Perform Oracle Smart View for Office tasks, such as refresh the data points or change the POV in a report.
4. Optional: Perform Excel tasks, such as reformat a grid or chart.
5. Optional: Change the name or the description of available content:

   1. In the Performance Reporting ribbon ribbon, click Inspect.

   2. In the Properties dialog box, select the Available Contents tab.

   3. In Available Contents, click the link for the content you want to change.

      For example, we'll update the description for the Monthly_Expenses content, so we'll click the Monthly_Expenses link:

      

      The Edit dialog box is displayed, where you can change the content name and description.

   4. In the Edit dialog, make any necessary changes to the content name and description.

      In the example below, we've added a description.

      

   5. When finished, click OK to close the Edit dialog.

      The updated description appears in the Properties dialog box:

      

   6. Repeat to make changes to any other content in the list.

6. Click X in the upper left corner of Properties to close the dialog.
7. When finished with all updates to the reference doclet, upload it and check it in.