Creating Workspace Pages

Templates are used as a starting point to create Workspace pages. Templates allow the user to specify in advance the layout of the workspace page before adding content. A user can then drag and drop content from the Content browser (left pane) to a layout area. The Content browser contains the following sources to select from: EPM Workspace repository, Favorites, and Applications repository. The Applications repository contains Oracle Hyperion Performance Scorecard and non-Reporting and Analysis artifacts. Users can only select one item at a time from the Content browser.

The Find at the bottom of the Content browser allows users to perform a search in the chosen source. Find searches EPM Workspace repository items based on matches to the name of the object, it does not perform finds based on other attributes of the object. Find performs a search of the entered string without having to force the user to enter wildcard characters. Results are displayed in alphabetical ascending order within the Content browser. The results are also displayed in the source drop down allowing users to switch between find results and repository navigation.

  To create a Workspace page:

  1. Do one of the following:

    • Select File, then New, and then Workspace Page.

      1. Select a template from the Templates dialog. Selected template is highlighted.

      2. Select OK. Workspace page is created with chosen template.

    • Select File, then New, and then Document.

      1. Select Create a Workspace Page and click Next.

      2. Select one of the templates. Selected template is highlighted.

      3. Click Finish. Workspace page is created with chosen template.

  2. From the Content Browser, select a source for the location of the file you want to add to the layout area.

  3. Select the file and drag and drop from Content Browser to a layout area. The title bar displays the title of the document by default.

  4. Optional: To resize a layout area, select the lower right corner with your mouse and drag to resize.

  5. Optional: To move a layout area, select the title area with your mouse and drag to new position.

  6. Optional: To add a URL, Favorites, Alerts Exceptions, or Applications in the content area of a Workspace page, select Edit, then Add Content, then URL, Favorites, Alerts Exceptions, or Applications.

  7. Optional: To add a folder listing, select the folder and drag and drop from Content Browser to the content area of Workspace page.

  8. To edit a layout area, select Edit Workspace Page icon. from the layout area toolbar. See Editing Layout Area.

    The layout area toolbar must be enabled to use the icons in the toolbar. Select Edit, then Show Content Toolbars to enable and disable.

  9. Optional: Select Launch Workspace page icon. in the layout area toolbar to open the content as another tab within EPM Workspace.

  10. Optional: Select Remove Workspace page icon. to delete the layout area.

  11. Optional: Select Maximize Workspace page icon. to maximize the content to consume the entire content area. Once maximized, you can restore to it's original size and location by selecting Restore Workspace page icon..

  12. By default, a Workspage page is saved as My Workspace Page. This allows the Workspace page to be available from the Navigate, then Workspace Pages, then My Workspace Pages menu and from the File, then Open, then Workspace pages, then My Workspace Pages menu.

    To save the Workspace page without having it available in the above menu locations, deselect Save as My Workspace Page from the Save As dialog.

  13. Optional: To save a Workspace page as a Shared Workspace page, from the Explore module, click and drag the Workspace page file to the system folder where Shared Workspace pages are stored.

    Note:

    You must be an authorized user that has access to the folder where Shared Workspace pages are stored.