Importing Books into Smart View

You can import Books in Oracle Smart View for Office using the EPM Books extension.

To import Books into Smart View:

Note:

• Before you begin importing Books, you should have already connected to a data source and launched the EPM Books panel, as described in Launching the EPM Books Panel in Smart View.
• Books with reports containing relational tables can be imported in Smart View 24.200 and later using EPM Books extension 24.11 and later. However, the Edit POV action in the Smart View ribbon is disabled for such books.

To import Books into Smart View:

1. In the list of Books in the EPM Books panel, click next to the Books to import.

   Clicking begins the import process.

   For each Book you import, a row is added to the Jobs Console pane in the Books panel.

   Figure 10-6 shows the Books panel with three jobs in the Job Console; one with Completed status and two in progress with Started status. The panel is expanded so that you can see all columns in the Jobs Console.

   Figure 10-6 EPM Books Panel Showing Jobs in the Jobs Console

   
   
   

   Note:

   In the web application, if the User Preference for Reports (Reporting in Narrative Reporting), Preview POV, is selected, and the Book definition contains runtime prompts, POVs, or both, then you can respond to the prompts and the POVs before the import process is started. See the next steps for instructions on responding to prompts and POVs.

2. If the Book definition contains runtime prompts, respond to the prompts by making selections in either Full mode or Compact mode, and by selecting members from the Member Selection dialog or pre-defined choice lists as applicable.

   See Responding to and Editing Prompts for more information.

3. If you are prompted to select members for the POV, in the Select POV dialog, make selections in the drop-down lists for each dimension, and then click OK.

   See Selecting and Editing the POV for more information.

4. In the Jobs Console, click the Refresh button, , for an individual job to refresh the job status.

   The job status icons for individual jobs are:

   • —Job is in progress. Click to update the job status.

   • —Job is completed. Click to download the job.

   • —An error has occurred. Click to view the error message.

   If you want to check status of all the jobs displayed in the Jobs Console, you can also click the Refresh button, , for the Jobs Console and retrieve the status for all jobs. The following shows the buttons for the Jobs Console toolbar, including :

   
5. In the list of jobs in the Jobs Console, click next to a completed job to download it in to Smart View; click Yes at the prompt to confirm the download.

   Note:

   Only Reports are included in the Book imported and downloaded into Excel. Inserted books or third-party documents, such as PDFs or Microsoft Word documents, are not included in the Excel Book import.

   The Book and the Books ribbon is displayed in Excel (even if Excel was not previously running) and a table of contents sheet is generated with links to the individual report sheets in the workbook, as shown in Figure 10-7.

   Figure 10-7 Books Ribbon and Example TOC Sheet and Worksheet Tabs in Book Downloaded in to Excel

   
   
   
6. Click the workbook tabs to view the Reports contained within the downloaded Book.
7. Continue with Working with Downloaded Books in Smart View.