Updating Excel-based Reference Doclets Using the Panel

You can update the details of the available content such as name, description, alt text, or table column resize option. You can also locate the available content in the doclet and remap it as required.

To update reference doclet content using the Narrative Reporting ribbon:

  1. Open the report package.
  2. Open, and then 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.
  3. Optional: Perform Oracle Smart View for Office tasks, such as refresh the data points or change the POV in a report.
  4. Optional: Perform Excel tasks, such as reformat a grid or chart.
  5. In the Report Package panel, select Available Content from the drop-down menu.

    Available Content drop down menu in Smart View Panel
  6. Click Edit Content button for the available content that you want to update.

    In the following example, you can see the Edit icon next to the Revised Summary available content.


    The Available Content panel shows the Edit icon next to Revised Summary
  7. Update the name, description, alt text, or table column resize option for the available content.

    Edit Content section displaying the field in edit mode.
  8. When finished, click OK button to accept the changes and collapse the edit fields for the selected available content.

    To discard changes, click the Cancel button, Cancel button.

  9. Optional: To locate available content within a reference doclet, click the More Actions button, More Actions button, and select Locate.

    For example, using the Vision sample, when you select the Locate action for the "Metrics" available content, the range that makes up the available content is highlighted. As shown in the following example, the range is highlighted in gray and outlined in green.


    The range for the available content called Metrics is highlighted on the sheet in gray and outlined in green
  10. Optional: To remap available content within a reference doclet:
    1. Select an available content in the list.
    2. Click the More Actions button, More Actions button, and select Remap.
    3. In the Remap dialog, click on the associated Select link for the content to remap.

      A list of available content that is not already mapped is displayed. In the following example, the list for Consol_BalSht contains two items, Net_Income and Summary_IS.

      Figure 24-23 Remap Dialog Showing Drop-down with Available Content Not Already Mapped


      Remap dialog showing Embedded Content in the left column, and Replace With in the right column. A link labeled Select is in the right column across from each embedded content listing. Click the Select link to view unmapped ranges that the content may be mapped to. This illustration shows two unmapped ranges called Net_Income and Summary_IS.
    4. From the Select drop-down list, select an available content item to remap to, and then click OK.

      After you make a selection, the range you chose is shown in the Replace with column.

      In the following example, the Net_Income range is now showing in the Replace with column.

      Figure 24-24 Remap Dialog After Making Selection from Drop-down


      The Remap dialog, with the newly selected range shown in the Replace with column
  11. When finished with all updates to the reference doclet, upload it and check it in.