Inserting Variables in a Doclet

After static and reference variables are created and checked in, or shared variables are associated with a report package, they are ready for authors to use in Word or PowerPoint doclets in headers, tables, cells, or paragraphs, or in Excel doclet cells.

Note:

  • Oracle recommends limiting the number of variables inserted into an individual doclet to 250 or less. If a doclet contains more than 250 variables, then you may encounter extended processing time while checking in a doclet or, in some cases, the doclet check-in may fail.

  • When working with Oracle Smart View for Office and the Narrative Reporting extension on the 32-bit version of Office 365, an intermittent issue may occur when inserting a variable into a PowerPoint doclet from the Variables panel. See Working with Variables in Smart View for PowerPoint to work around this issue.

To insert a variable into a doclet:

  1. Open a report package, and then open and check out a doclet.
  2. In the drop-down list in the Report Package panel, select Variables.

    Shows the options available in drop-down list in the Report Package. Options are Report Center and Variables.

    Once you select Variables, the list of available variables are displayed in the Smart View Panel.Figure 23-55 shows a short list of variables. See Figure 23-53 for another example list of variables in a report package.

    Figure 23-55 Example List of Variables Available for a Report Package


    A variable selected in the list of variables in the Smart View Panel.
  3. In the doclet, select the point where you want to insert the variable.
  4. From the list of variables, select the variable to insert.

    When you select a variable in the list, three menu options for the variable are displayed, as shown in Figure 23-55.

  5. Click The insert variable button, an arrow pointing to the left. to insert the variable at the selected point in the doclet.

    The example in Figure 23-56 shows a portion of a Word doclet with an arrow that shows variable insertion point within the doclet. The Insert Variable button, The insert variable button, an arrow pointing to the left., is circled.

    Figure 23-56 Word Doclet with Variable Insertion Point Noted


    Shows a Word doclet with the variable insertion point highlighted. The Insert button is circled for emphasis.

    The example in Figure 23-57 shows the result of inserting a shared variable called Month, defined as June, into a Word doclet.

    Figure 23-57 Word Doclet Showing the Result of Inserting a Shard Variable for Month

    A portion of a doclet showing the result of inserting a shared variable for month.
  6. When finished inserting variables into the current doclet, upload and check in the doclet.
  7. Repeat the steps in this procedure for each doclet that requires that you insert variables.