Importing and Working with Fully Formatted Reports

You can 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.

To import and work with a fully-formatted report:

From Oracle Smart View for Office in Excel, connect to supported Oracle Enterprise Performance Management Cloud data source.

1. From the Smart View Panel or from the drop-down menu displayed when you click the down arrow next to , select Private Connections or Shared Connections.
2. Navigate to the Reports folder.

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

3. Select a report and then, in the Action Panel, click Open.

   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%.

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

4. If the report contains prompts, you can choose to take the default prompts by clicking OK in the Select Prompt Values dialog; or, you can change the prompts as described in Editing Prompts in Reports .
5. Optional: To edit the POV of a sheet in the rendered report, click the Edit POV button under Report group in the Smart View ribbon and follow the procedure in Changing the POV in Reports.
6. To refresh the report when the underlying data in the report changes during your session, click the Refresh Report button under Report group in the Smart View ribbon.

   Note:

   • Report group is dispalyed 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 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: Use the Excel Save or Save As commands to save the workbook.