Inserting Fully Formatted Reports in PowerPoint

You can insert fully formatted Reports in Microsoft PowerPoint using Oracle Smart View for Office.

Before you begin working with fully formatted reports in Smart View, launch Smart View in PowerPoint and connect to a supported Oracle Fusion Cloud Enterprise Performance Management data source. Review the guidelines in Guidelines on Working with Reports in PowerPoint.

To insert a fully formatted report in PowerPoint:

  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, in the Action Panel, select any one of the following:
    • Insert Formatted Report—The report objects such as report header, logo, POV details, chart, grid, and footer are inserted as images in the slide.
    • Insert Report as Table—The report grid is inserted as an editable table which you can format in terms of color, font, font size, and so on as per your requirement. The rest of the objects are inserted as images.

    Alternatively, right-click the report and select Insert Formatted Report or Insert Report as Table.

    The report is inserted in a new slide within the same presentation.

  3. Optional: If the report contains prompts, you can view them in the Select Prompts dialog box before the report is inserted. The prompts are categorized under prompt labels for clear differentiation. You can choose to use the default prompts by clicking OK in the Select Prompts dialog box; or, you can edit the prompts and then click OK.

    The fully formatted report is inserted with your prompt selections.

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

    The fully formatted report is inserted with the selected POV.

  5. Optional: After 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 Report POV in PowerPoint.

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

    • To refresh a report slide with the latest data, click Refresh in the Smart View ribbon.
    • To refresh all report slides in the presentation at once with the latest data, click Refresh All Reports in the Report group of the Smart View ribbon.

      Note that formatting changes applied to reports inserted as tables in PowerPoint are lost during this operation.

    • To analyze report data, select a grid image, chart, or table in the report slide and click Analyze in the Report group of the Smart View ribbon.

      The report opens in an Excel sheet as an ad hoc grid and you can perform various Smart View ad hoc analysis operations using the provider ad hoc ribbon in Excel.

    • To import a report grid as ad hoc query, expand the report in the Smart View Panel, select the grid, and click Import as ad hoc query in the Action panel.

      The report grid is rendered as an ad hoc query in an Excel sheet. The provider ad hoc ribbon and POV toolbar are also available for further operations.