Authoring Doclets in Smart View

As a doclet author, you provide report content in Oracle Smart View for Office. The authoring process follows this workflow:

1. Check out the doclet, reference doclet, or supplemental doclet.

   You can check out Office-based supplemental doclets.

2. Update the doclets.

   Some suggested Smart View content development tasks:

   • Copy and paste data points or data ranges, using Smart View Copy and Paste commands from Office-based documents and doclets into Word-based or PowerPoint-based doclets, as described in Copying Data Between Excel, Word, and PowerPoint.

   • Use the Office copy and paste commands to copy Smart View data and then import Smart View metadata, as follows:

     • Use the PowerPoint copy and paste commands to copy a slide or presentation into a PowerPoint-based doclet or supplemental doclet, then import the metadata from the original slide or presentation into the doclet, as described in Importing Metadata into Copied Worksheets

     • Use the Word copy and paste commands to copy Smart View artifacts from Word documents, then import the metadata from the original document into the doclet, as described in Importing Metadata into Copied Word Documents.

     • Use the Excel copy and paste commands to copy Smart View artifacts from Excel worksheets, and import the metadata from the original worksheet into a reference doclet, as described in Importing Metadata into Copied Worksheets

   • In Excel regular doclets in PDF-based report packages, edit sheet content. Additionally, you can specify the sheets to include in the final report package. See Working with Excel Doclets in PDF-based Report Packages.

   • In Excel-based reference doclets, make embeddable content available to doclet authors by specifying named ranges and registering them as a available content with Narrative Reporting, as described in Adding Available Content to Excel-based Reference Doclets.

   • Embed content from Excel- or Management Reporting-based reference doclets into doclets in Word-based report packages, as described in Embedding Content in a Doclet.

   • Create static or reference variables, and insert them into Word-based doclets, as described in Working with Variables

   • Refresh all Smart View data in individual doclets, reference doclets, and Office-based supplemental doclets using the Refresh command on the Smart View ribbon or a provider ribbon, as described in Refreshing from a Ribbon.

   • Refresh specific reports in doclets, reference doclets, and Office-based supplemental doclets individually as you require, as described in Refreshing Individual Reports from Document Contents.

   • Change the POV of a report in a doclet, reference doclet, or Office-based supplemental doclet, as described in The POV Manager.

   See Example: Working with Narrative Reporting Data in Smart View for a demonstration on working with Smart View in a Word-based doclet.

3. Upload the doclet, reference doclet, or applicable supplemental doclet back to the report package.

4. Optional: Select to override doclet style sample attributes or slide masters.

5. Check in the doclet, reference doclet, or applicable supplemental doclet.

6. Submit the doclet, reference doclet, or applicable supplemental doclet.

Watch this tutorial video to learn about authoring doclets in Word-based report packages.

Tutorial video

Watch this tutorial video to learn about authoring doclets in PowerPoint-based report packages.

Tutorial video