Creating Available Content Using the Available Content Button in Reference Files

You can create available content from a reference file quickly and easily using the Available Content button in the Narrative Reporting ribbon in Oracle Smart View for Office.

Using the Available Content button , the underlying named range is automatically created for you based on the range you select in Excel. You have only to apply a name and optional description to the new content.

Note:

• This feature requires the 24.02+ version of the Narrative Reporting extension
• You can also create available content using Excel named ranges that you define, as described in Creating and Embedding Available Content from Excel Named Ranges in Reference Files.

To add available content using the Available Content button:

1. Before you begin:

   • You must have at least one named range in the Excel file you plan to use as a reference file. The range can be as simple as a single cell. It does not have to be any range that you plan to use as available content. See Defining Named Ranges in Reference Files for information on defining named ranges.

   • If you have not already done so, register the Excel file with the doclet, as described in Registering Reference Files with a Doclet, omitting step 6. You do not need to perform this step if you use the procedure in this topic to create available content.

2. Open the report package, and then open the doclet to which the reference file is registered.

   Do not check out the doclet. The Available Content button is enabled only when the doclet is checked in.

   The reference doclet should open in Excel. If you opened the report package in Word or PowerPoint, Excel is launched when opening the reference doclet.

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

   
   
   

   You can also select the doclet in the report package panel, and then click Properties to open the Properties dialog box.

4. In Properties , select the Embedded Content tab, , and then click on Available Sources.
5. Under Available Sources, click on the reference file name to launch the Excel file.

   In the following example, clicking on Inventory Trend.xlsx launches the Excel file named Inventory Trend.xlsx.

   

   In the Narrative Reporting ribbon, notice that only two buttons are displayed: Upload, which should be disabled because doclet from which you launched the reference file should not be checked out; and the Available Content button, which is enabled.

   
   
   

   If the Available Content button is not enabled, ensure that the doclet to which the reference file is registered is checked in, and then close Excel and repeat the previous steps.

6. Once the Excel reference file is launched, and the Available Content button is enabled, then, in the Excel reference file, select a range.

   The range can be a table or a graphic, such as a chart. If you select a chart, be sure to select a blank row above and below the chart.

7. In the Define New Available Content dialog box, provide the following details for the new available content.
   • Excel Range: The range you selected is entered by default in the Excel Range text box. Or, you can type a valid range.
   • New Available Content Name: Enter a name for the available content.
   • Description: Enter a description for the available content.
   • Alt Text Options: Select what should appear as alt text when the available content embedded in reports is accessed in Word and PowerPoint. By default, the None option is selected.
     • Select Name to display the New Available Content Name as the alt text.
     • Select Description to display the Description of the available content as the alt text.
     • Select Custom and enter the desired alt text in the Custom Alt Text field.
   • Automatically Resize Table Contents: Selected by default. Applies to Excel ranges.

     Word tables have a default option, Automatically Resize Table Content, which adjusts the column widths and row heights for optimal rendering. This resizing may introduce discrepancies between the embedded table in a Word doclet and the source table or grid.

     Clear the Automatically Resize Table Contents check box to minimize the variations between the embedded Word table and the source reference table or grid.

   In the following example, the "Cost of Sales" is the name provided for the available content, along with description and custom alt text.

   
   
   
8. Click OK.

   The new content is available for embedding in your Word or PowerPoint doclet.

9. Optional: To disable the Automatically Resize Table Contents option in the newly created available content, see Updating Excel-based Reference Doclets Using the Ribbon.

   The Automatically Resize Table Contents option is not displayed to you when creating available content using Available Content button. This option applies to content created from an Excel table or grid, not a chart. To disable this option, you must edit the available content and clear the option.