1. User's Guide
  2. Smart View and Narrative Reporting
  3. Authoring Doclets
  4. Working with Excel Doclets in PDF-based Report Packages

Working with Excel Doclets in PDF-based Report Packages

In PDF-based report packages, you can specify Excel workbooks as regular doclets. Authors and administrators can edit the content in Excel doclets and select sheets that will become part of the final report package.

To work with Excel doclets in PDF-based report packages:
  1. In the PDF-based report package, open and check out the Excel doclet to work with.
  2. In the Narrative Reporting ribbon, click Select Sheets:

    Select Sheets button
  3. In the Select Sheets dialog, use the check boxes to select the sheets to include in the final report package.

    Alternatively, you can select the All sheets selected check box.

    In Figure 22-39, the Select Sheets dialog shows six worksheets available in the Excel doclet; however, only one, "World Wide," is selected for inclusion in the report package.

    Figure 22-39 Select Sheets Dialog Showing One Sheet Selected for Inclusion in the Report Package


    Select Sheets dialog; six workbook sheets are listed and selectable; in this example, only one sheet is selected
  4. Edit the sheets in the doclet as you require.

    For example, you can perform ad hoc analysis or apply formatting.

  5. When finished editing the Excel doclet, upload and check it in.