Using Smart View, you can import Financial Reporting through Planning and Budgeting Cloud Service Workspace. You can use smart tags to import Reporting Settings.
Based on the type of Financial Reporting report that you select to import, you may be asked to respond to prompts other than the default or log on to data source. The report may contain default User POVs, Grid POVs or Page members that you can change or allow for expansion. For additional information, see Designing Documents with Financial Reporting for Oracle Planning and Budgeting Cloud Service.
Responding to prompts
User POV
Grid POV
Page members
Expansion
Changing a data source
To import Financial Reporting documents, on the Preview screen, select your options:
Select All Pages to import all pages for members listed in the Page drop-down; clear All Pages to import only the current page listed in the Page drop-down.
For Microsoft Excel only: Select Split Pages across worksheets to place each member page you selected in the Page drop-down on separate worksheet tabs; clear Split Pages across worksheets to place all member pages you selected in the Page drop-down on the same worksheet.
Option for Excel only: To revert to the Planning and Budgeting Cloud Service Workspace Point of View, select Refresh Using Workspace Point of View.
In Import Document As, select one of the following:
Fully-Formatted—For Microsoft Excel only: Select to display a fully formatted report in HTML.
Query-Ready—For Microsoft Excel only: Select to run an ad hoc analysis on a report using Financial Management or Analytical Services data sources. Query-Ready is not supported for Snapshot reports.
Image—For Microsoft Word or PowerPoint only: Select to import the report as an image.
Click Finish to import the report in your Microsoft Office application.