Using Smart View to Import Financial Reporting Content

Using Oracle Smart View for Office, you can import Financial Reporting content from the Explore Repository. You can use smart tags to import report settings.

Based on the type of Financial Reporting report that you select to import, you may be asked to respond to prompts other than the default or log on to the data source. The report may contain default User POVs, Grid POVs or Page members that you can change or allow for expansion.

To use Smart View to import Financial Reporting documents:

When connected to the repository, right-click a Financial Reporting report, and then select Open.
On the Preview screen, select the desired options:
- Select All Pages to import all pages for members listed in the Page drop-down; clear All Pages to import only the current page listed in the Page drop-down.
- For Microsoft Excel only: Select Split Pages across worksheets to place each member page you selected in the Page drop-down on separate worksheet tabs; clear Split Pages across worksheets to place all member pages you selected in the Page drop-down on the same worksheet.
- Option for Excel only: To revert to the Explore Repository Point of View, select Refresh Using Workspace Point of View.
- In Import Document As, select one of the following:
  - Fully-Formatted—For Microsoft Excel only: Select to display a fully formatted report in HTML.
  - Query Ready—For Microsoft Excel only: Select to run an ad hoc analysis on a report using Oracle Hyperion Financial Management or Analytical Services data sources. All data rows and columns are included, including hidden rows and columns, to ensure a valid ad hoc query format in Oracle Smart View for Office (Windows). In addition, Financial Reporting formula and text rows and columns are not included. Query Ready is not supported for Snapshot reports.
  - Image—For Microsoft Word or PowerPoint only: Select to import the report as an image.
Click Finish to import the report in your Microsoft Office application.