Importing and Working with Fully Formatted Reports

Import reports in to Oracle Smart View for Office as fully-formatted reports.

Note:

Before you begin working with fully-formatted reports in Smart View, launch Smart View in Excel and log in to Planning.

To import and work with a fully-formatted report:

1. In the Smart View ribbon, click Home to launch the Smart View Home panel, where the library folder and cubes are displayed.
2. In the Smart View panel, expand the tree list select Reports.

   All reports available can be accessed from the Reports folder. Alternatively, if reports are stored in a user-defined folder, you can navigate to that folder.

3. Select a report and then, in the Actions panel click Import Reports.

   The fully-formatted report is rendered in to a new workbook.

   Note:

   A confirmation dialog is displayed stating that the report opens in a new workbook.

   Note that the report may contain a number of grids, charts, text objects and images laid out across one or more pages. All those objects are brought in to the Excel workbook upon import.

   Text boxes in the report are converted to images in the imported Excel worksheet. 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%.

   If the report contains prompts, continue with step 4 . If the report does not contain prompts, continue with step 5.

   Note:

   When you edit prompts, edit the POV, or refresh the report, the current workbook is refreshed and reloaded. Only the data in the grid is refreshed. If you have entered data out of the grid , that remains in the workbook.

4. In the new workbook, from the Smart View ribbon, click Home to launch the Smart View Home panel, where the library folder and cubes are displayed.
5. If the report contains prompts, you can choose to take the default prompts by clicking OK in the Edit Prompts panel; or, you can change the prompts as described in Editing Prompts in Reports .
6. Optional: To edit the POV of a sheet in the rendered report, click the Edit POV button in the Smart View ribbon and follow the procedure in Changing the POV in Reports.
7. To refresh the report when the underlying data in the report changes during your session, click the Refresh Report button in the Smart View ribbon.

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

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