1. User's Guide
  2. Reports
  3. Importing or Inserting, and Working with Fully Formatted Reports

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 for Oracle Enterprise Performance Management Cloud.

Note:

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

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 EPM Cloud 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.

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

    If the report contains a preview POV upon launch, perform step 3. If the report contains prompts, perform step 4. If there are no prompts or preview POV, then the fully formatted report is rendered as follows:

    • If you selected Import Formatted Report, then the report is rendered in to a new Excel workbook.

    • If you selected Insert Formatted Report, then the report is rendered in to the current Excel workbook.

    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 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 POV in Reports and then click OK.

    The fully formatted report is, depending on your selection, imported or inserted with the selected POV and is rendered in to a new workbook or the current workbook.

  4. 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 the selected prompt and is rendered in to a new workbook or the current workbook.

  5. Optional: After importing or inserting the report:

    • To edit the POV of a sheet, click the Edit POV button 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 the Edit Prompts button in the Report group of the Smart View ribbon, and follow the procedure in Editing Prompts in Reports.

  6. Optional: To refresh the imported report when the underlying data in the report changes during your session, click the Refresh Report button in the Report group of the Smart View ribbon.

    Note:

    • The Report group is displayed in the Smart View ribbon only when the report is open. Refresh Report maintains the open workbook and also maintains the user formula.
    • When you refresh an existing exported, imported, or inserted report in Excel, the existing report gets refreshed in the same Excel workbook.
    • You can only refresh reports in Excel that are in the original workbook.
    • If you move or copy report sheets to another workbook, they cannot be refreshed.
  7. 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 POVs 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 in these cases:

      • On a formatted reported with grouping.

      • On an analyzed grid.

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

  8. 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).

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