1. User's Guide
  2. Smart View and Narrative Reporting
  3. Authoring Doclets
  4. Working with Server-Initiated Refresh
  5. Selecting Sheets for Server-Initiated Refresh

Selecting Sheets for Server-Initiated Refresh

In Oracle Smart View for Office, you select sheets to be recalculated and refreshed during server-initiated refresh. You can include sheets from Excel doclets and Excel reference doclets.

To select sheets to include in server-initiated refresh:
  1. If you haven't already done so, open your report package.
  2. Open and check out the Excel doclet or Excel reference doclet that contains sheets that you want to include in server-initiated refresh.

    Tip:

    You must check out the doclet before you can select sheets.

  3. Click Inspect in the Narrative Reporting ribbon to launch the Properties dialog box.

    The Inspect button from Narrative Reporting ribbon
  4. In the Properties dialog, select the Opt In tab.

    By default, no sheets in the workbook are selected.

    Figure 19-41 Initial Launch of Properties Dialog - Opt In Tab; No Sheets Selected


    Properties dialog, Opt In tab, showing the sheets available for selection in the workbook.

    Note:

    The Opt In tab is visible only if your administrator has enabled server-initiated refresh in your service.

  5. Perform an action to select sheets in the workbook for inclusion in server-initiated refresh of the doclet:

    • Select Include All Sheets

    • Select only the specific sheets you require

    Note:

    The Excel doclet or reference doclet workbook must not exceed 3 megabytes in size. If the workbook exceeds 3 megabytes in size, all check boxes in the Opt In tab are disabled.

    In the example below, two sheets that contain unsupported grid layouts are not selected for refresh:

    Figure 19-42 Example Opt In Tab with Specific Sheets Selected for Server-Initiated Refresh


    The Properties dialog, Opt In tab, showing several sheets selected for refresh, but not all sheets.
  6. In the Properties dialog, click Save.
  7. Upload and check in the doclet by selecting Check In, and then Upload and Check In.
    Shows the drop-down menu on the Check In button, with the commands Check In, and Upload and Check In. The Check In option is not enabled because it the doclet has not yet been uploaded.

    The sheets you selected are now available for refresh the next time you access the report package in the Narrative Reporting web interface.

  8. Repeat this procedure for any other applicable Excel doclets or Excel reference doclets in your report package.
  9. To perform the server-initiated refresh on the selected doclets and sheets, go to the Narrative Reporting web interface.

    Use the Refresh options on the Actions menu to choose whether to refresh all selected doclets, or choose to refresh doclets from a selected data source. See Initiating Refresh from Narrative Reporting Web for more information.