1. User's Guide
  2. Smart View and Narrative Reporting
  3. Authoring Doclets
  4. Working with Embedded Content from Reference Doclets
  5. Creating Available Content from Excel Named Ranges in Reference Doclets
  6. Adding Available Content to Excel-based Reference Doclets

Adding Available Content to Excel-based Reference Doclets

This topic applies only to Excel-based reference doclets.

Reference doclet authors or approvers can add available content to a reference doclet. Available content is based on the named ranges specified in the reference doclets (as described in Defining Named Ranges in Excel-based Reference Doclets).

In Oracle Smart View for Office, you use the Properties dialog box to detect the named ranges and specify them as available content. When the reference doclet is checked in to the report package, an automated refresh is performed that updates any changes that were made in the reference doclet and to any doclets that have embedded content that points to the reference doclet.

Note:

  • Prior to beginning this procedure, ensure that the author phase has been initiated.

  • Doclet authors cannot add available content definitions.

To add available content to a reference doclet in Smart View:
  1. Open the report package, and then open and check out the reference doclet.
    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.
  2. Click Inspect in the Narrative Reporting ribbon ribbon to launch the Properties dialog box.
    The Inspect button from Narrative Reporting ribbon

    Alternatively, with the reference doclet selected in the report package list, click the View Properties link to access the Properties dialog box.

  3. Select the Available Content tab.

    Figure 23-17 Properties Dialog Box - Available Content Tab

    The Properties dialog box with the Available Content tab select, the dialog shows four available content items at this time
  4. Click the Add button, The Add button in the Available Content tab of the Properties dialog box, to launch the Add Report Content dialog box.

    In Add Report Content, all named ranges that have not already been selected as available content in the current reference doclet are displayed under Available Source Objects. Figure 23-18 shows two available source objects, OpExps and Summary_IS.

    Figure 23-18 Add Report Content Dialog Showing Two Available Source Objects

    The Add Report Content dialog showing the named ranges that are available source objects, OpExps and Summary_IS
  5. Click the link for the content which you want to make available for embedding later.

    For example, in Figure 23-19, the link for the available range, "OpExps" is selected.

    Figure 23-19 Add Report Content Dialog Box

    The Add Report Content dialog box showing the range named OpExps is selected
  6. Optional: Edit as you require:
    • Display Name
    • Description
    • 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.

  7. Click OK to go back to the Available Content tab of the Properties dialog box.

    Figure 23-20 Properties Dialog Box - Available Content Tab with Content Added

    The Properties dialog box with the Available Content tab selected; the dialog shows that OpExps has been added to the list of available content
  8. Click the X in the upper right corner of the dialog to close it.
  9. Upload, and then check in the reference doclet.
    The content you just added is now available for embedding into doclets.
  10. Continue with Embedding Content in a Doclet.

    Optionally, to maintain or delete content in the reference doclet, continue with Updating Excel-based Reference Doclet Content and Properties or Deleting Available Content from Excel-based Reference Doclets.