Importing and Working with Fully Formatted Reports

Import reports in to Smart View 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 your Oracle Fusion Cloud Enterprise Performance Management business process.

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 Formatted Report.
    Alternatively, you can right-click the report name, and click Import Formatted Report.
  4. If the report contains prompts, you can view them in the Select Prompts dialog box, 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 change the prompts as described in Editing Prompts in Reports and then click OK.
  5. 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 as described in Previewing POV in Reports and then click OK.

    Note:

    If you click Cancel in the Select POV dialog box, the import process is cancelled and the report does not get imported in Smart View.
  6. Click Yes in the confirmation dialog that states that the report opens in a new workbook.

    The fully-formatted report is rendered in to 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%.

  7. 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.
    The Reports ribbon also appears in the menu.
  8. Optional: After importing the report, you can do the following:

    • To edit the POV of a sheet, click Edit POV in the Reports ribbon, and follow the procedure in Changing the POV in Reports.

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

    • To refresh the report when the underlying data in the report changes during your session, click Refresh Report in the Reports ribbon.

    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.

  9. Optional: To analyze report data, you can create an ad hoc grid from a grid or a chart present in the imported report. Select a cell inside the grid or select the chart image, and in the Reports ribbon, click Analyze.

    The ad hoc grid opens in a new sheet in the same worksheet. You can use the various ad hoc analysis options on the provider ad hoc ribbon to analyze the report data.

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