Importing or Inserting, and Working with Fully Formatted Reports

You can import or insert reports in to Oracle Smart View for Office as fully formatted reports.

The procedure in this topic describes importing or inserting Reports in Smart View for Excel. You can also use the "Download as Excel" command in your web application to import Reports in to Smart View for Excel, described in Working with Reports in Smart View in Working with Reports.

Note:

  • Before you begin working with fully formatted reports in Smart View, launch Smart View in Excel and connect to a supported Oracle Fusion Cloud Enterprise Performance Management data source.

  • Reports containing relational tables can be imported in Smart View 24.200 and later using Narrative Reporting extension 24.10 and later.
To import or insert, and then work with a fully formatted report:
  1. In the Smart View Panel, navigate to the Reports folder.

    All reports available on the instance can be accessed from the Reports folder.

    Note:

    • For most Cloud EPM business processes, the Reports folder is located under the application folder.

    • For Narrative Reporting, the Reports folder is located under the Library folder.

  2. Select a report and then, in the Action Panel, choose an option:

    • Import Formatted Report—Choose this option if you plan to import a single report into a workbook. This option allows for one report per workbook.

      Each subsequent report you select for import will be imported to a new workbook.

    • Insert Formatted Report—Choose this option if you plan to insert multiple reports into one workbook. This option allows for multiple reports per workbook.

      Each subsequent report you select for insert will be added to the same workbook.

      You can also insert the same report multiple times in the same workbook by changing the report's prompt and POV combinations. This is useful when you want to present the same report for differing POV selections, such as time periods, scenarios, entities, or products in the same workbook. Each report gets inserted on a separate sheet within the workbook.

      For example, you want to present the expense information from a report for Manufacturing, Marketing, and Sales Departments for FY24. While inserting the expense report, select Manufacturing as the Entity in the Select POV dialog. Once the report is inserted, you select the same report again from the Smart View Home Panel and click Insert Formatted Report. This time, in the Select POV dialog, select Marketing as the Entity. This second report gets inserted in a new sheet within the same workbook. Similarly, repeat the same process to insert the same report a third time by selecting Sales as the Entity in the Select POV dialog. This way, you can get the same expense report with information about three departments on different sheets within the same workbook.

    Alternatively, right-click the report and select the Import Formatted Report or Insert Formatted Report as you require.

    If the report contains prompts, perform step 3. If previewing POV is enabled, perform step 4. If there are no prompts or preview POV, then the fully formatted report is rendered in a new Excel workbook for imported reports and in the current Excel workbook for inserted reports.

    Note:

    • If Print All Selections is enabled during report design, the worksheet names will reflect the report name followed by the first POV dimension that was enabled for Print All Selections, truncating the sheet name as needed to meet Excel’s 31-character limit.

    • Note that the report may contain a number of grids, charts, text objects and images laid out across one or more pages. All such objects are brought in to the Excel workbook upon import. Text boxes in the report are converted to images in the imported Excel sheet. In some cases, you may need to manually resize the image box in Excel to match the report presentation. To resize an image, use Excel's image formatting tool. Right-click the image and select Size and Properties. In Format Picture, set Scale Height and Scale Width to 100%.

  3. If the report contains prompts, you can view them in the Select Prompts dialog, categorized under prompt labels for clear differentiation. You can choose to use the default prompts by clicking OK in the Select Prompts dialog; or, you can change the prompts as described in Editing Prompts in Reports and then click OK.

    The fully formatted report is imported or inserted with your prompt selections.

  4. If Preview POV is enabled for reports, you can choose to use the default POV by clicking OK in the Select POV dialog; or, you can change the POV as described in Previewing the POV in Reports and then click OK.

    The fully formatted report is imported or inserted with the selected POV.

  5. Optional: After importing or inserting the report, you can do the following:

    • To edit the POV, click Edit POV in the Report group of the Smart View ribbon, and follow the procedure in Changing the POV in Reports.

    • If prompts are available to edit, click Edit Prompts in the Report group of the Smart View ribbon, and follow the procedure in Editing Prompts in Reports.

      Note:

      When you use the Insert Formatted Report command, you cannot edit prompts in the inserted report. The Edit Prompts action in the Smart View ribbon is disabled. Instead, repeat the Insert Formatted Report command and select the prompts you require from the Select Prompts dialog while inserting the report.

    • To refresh a report, in the Report group of the Smart View ribbon, click Refresh Report for an imported or inserted report, or click Refresh All Reports for refreshing multiple inserted reports and follow the procedure in Refreshing Reports.
    • For reports containing relational tables, you can only refresh the report using the Refresh Report option on the Smart View ribbon. The other options of Edit POV, Edit Prompts, and Analyze remain disabled, and will be made available in a future release.
  6. Optional: To create an ad hoc grid from an imported grid or chart, select a cell inside the grid or select the chart image and, in the Smart View ribbon, click Analyze.

    In a sheet containing multiple reports, select one report, and then click Analyze.

    The ad hoc grid is launched in a separate worksheet.

    Note:

    • If your report includes percentages, note that percentage formatting is part of the number formatting applied to the values. Importing a formatted report shows applied number formatting. In the ad hoc grid, bare numbers are shown without any formatting.
    • Modifications to prompts and POV are not taken into account when performing Analyze. The newly inserted ad hoc grid (or analyzed grid) will always show the default grid.

    • The Analyze command is not supported on a formatted report with grouping and on an already analyzed grid.

    See Importing Reports as Ad Hoc Queries for information on working with the ad hoc grid.

  7. Optional: To view the properties of a report, in the tree in the Smart View Panel, select a report and click Properties.

    Alternatively, right-click the report name and select Properties to access Report Properties.

    In the Report Properties dialog, view these report properties: Name, Description, Path (if located in a folder other than the default), Created By (a user name), Created On (a date), and Modified On (a date).

  8. Optional: Use the Excel Save or Save As commands to save the workbook.