About Hyperion Reporting and Analysis Smart View Export Options

Smart View enables the following export options:

You can export the current page of the current data object to Word, PowerPoint or Excel as an image. After insertion, you can re-query the corresponding Web application to refresh the image.

You can export documents to Microsoft Excel as either query-ready HTML or formatted HTML:

When you export content as query-ready HTML, the current page of the current data object is converted to HTML and Hyperion-specific formatting is removed. This enables Smart View to re-query the data source independent of the Web application.
When you export content as Formatted HTML, the current page of the current data object is converted to HTML with the Hyperion formatting definitions and calculated members. This specific formatting content prevents Smart View from directly querying the data source, but enables Hyperion content to be leveraged by Office applications.

Not all export options are supported by all data sources and Web applications. The following table indicates export options to Smart View:

Table 17. Smart View Export Options

Web Applications	Export Image to Microsoft Word, and PowerPoint	Export Formatted HTML to Excel	Export Query-ready HTML to Excel
Essbase	Yes	Yes	Yes
Financial Management	Yes	Yes	Yes
Planning	Yes	Yes	Yes *
Financial Reporting	Yes	Yes	Yes
Interactive Reporting	N/A	N/A	N/A
Production Reporting	N/A	Yes	N/A
Web Analysis	Yes	Yes	Yes

Note:

To export Hyperion Planning data sources in query ready format, you must use the Essbase provider.

Note:

Exporting charts from Production Reporting is not supported in this release.

Because Excel wor ksheets prevent users from entering data into read-only cells, some Excel functions such as AutoSum, F9, and some formatting functions are disabled in Smart View. Also note that you must have Microsoft Excel, Word, and PowerPoint installed on the computer running the Hyperion Reporting and Analysis client.