Importing Metadata into Copied Word Documents

Cloud data source types: Oracle Analytics Cloud, Oracle Essbase, Planning, Planning Modules, Narrative Reporting, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Business Intelligence Enterprise Edition, Oracle Hyperion Reporting and Analysis

Before you begin, be sure to review the content in Importing Metadata in Office Applications.

Note:

This operation cannot be undone.

To import metadata into a Word document:

1. Back up your work.
2. From the Smart View ribbon, select Options, then Advanced, and ensure that Improved Metadata Storage is selected.
3. Use the Copy and Paste commands in Word to copy a Oracle Smart View for Office object, such as a graph or table.
   This operation copies the visible contents of the source object, but not the metadata—for example, connection information, POV selections, alias tables, and other such items—to the destination document.
4. With the destination document active, from the Smart View ribbon, click Import Metadata, .
5. In the Select document dialog box, select the slide or presentation that contains the metadata to import to the destination slide or presentation, and then click Import.

   In the following example, import_metadata_word.docx is the document from which we want to import metadata.

   
   
   

   Note:

   When importing metadata in Word, the active, or target, document is shown in the tree in the Select document dialog box. This is because, the active document can also be the destination document in cases where metadata is being import within a Word document.

   A confirmation message is displayed.

   
   
   
6. Click Yes in the confirmation dialog box.
7. Refresh.

   When successful, you will see that theDocument Contents pane is updated with metadata for the document. An example is shown in Figure 17-11.

   Figure 17-11 Document Contents Pane After Importing Metadata