Note:
In this topic, references to Oracle Hyperion Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud versions of Financial Reporting.
To import Financial Reporting documents into Word and PowerPoint:
The Import Workspace Document wizard is displayed.
The document is previewed in the Import Workspace Document window.
Note:
Some screens do not apply to some documents.
Note:
To display this screen, select Preview in EPM Workspace preferences, for User Point of View.
Note:
This screen is displayed only if the document contains prompts.
Note:
Some wizard screens do not apply to some documents.
Image—To import the document as an image.
Function Grid—To import a dynamic grid format, which allows you to further select a report option, as described in step 16 (available in Word only).
Function Grid —a dynamic grid format
When you refresh a function grid, data cells are refreshed; members are not. To refresh both data and members, you must reinsert the function grid into the sheet. For this reason, function grids are most useful for reports in which members remain reasonably static. For reports whose members may change more often, tables and charts are better report types. Although you can have multiple reports on a worksheet, you can have only one function grid.
You can use Excel formulas, for example SUM, with function grids. To retain such formulas as part of the function grid, you must leave one empty row between the grid and the cell containing the formula and include the empty row in the range of cells selected for the formula definition. This permits retention of the formula when refreshing the data results in a different number of rows in the grid.
To format a function grid, use Excel formatting capabilities.
Office Table
Office tables can be used with Word only. Office tables display results in native Microsoft Office table format. When you refresh an Office table, both members and data are refreshed.
Office tables look and feel like part of the Word document, but the members and data in the table cells are connected to the Smart View provider. With Office tables, you can work with the Word table formatting and styles that you are accustomed to. Insert a POV object into the report and you can change the POV of the Office table. Refresh the Office table after changing formatting or POV and the new POV is reflected in the results and custom formatting is retained.
You cannot zoom in or out in an Office table object, and you cannot perform other ad hoc operations or use free form.
Table
Table reports display results in a grid format that floats on the document and can be moved and re-sized. When you refresh a table, both members and data are refreshed. Tables are useful for displaying large grids in a smaller space; their scroll bars enable you to quickly access rows and columns.
You can zoom in and out in a table report, but you cannot perform other ad hoc operations or use free form.
Chart
Chart reports display results in a chart format that floats on the document and can be moved and re-sized. When you refresh a chart, both members and data are refreshed.
You can now move objects within the sheet, slide, or page.
When you are ready to exit design mode, select Toggle Design Mode again.