Saving Office Documents to EPM Cloud

In Oracle Smart View for Office, you may save Microsoft Office documents (Word, Excel, and PowerPoint files) to the Oracle Enterprise Performance Management Cloud Library. Documents you save in the EPM Cloud Library are accessible to other users with the proper access rights. You can also download saved files from the library.

Before you begin, create any folders you may require. See Creating Folders in the EPM Cloud Library.

To save Office documents to EPM Cloud:

1. Open an Office application (Word, Excel, or PowerPoint), and connect to Narrative Reporting.

   See Connecting Using a Private Connection.

   If you aren't already connected to Narrative Reporting, you will be prompted to sign in when you use the Save or Save As options.

2. To save the currently-opened Office document to the My Library folder, click Save.

   By default, the Save option saves the Office file to My Library, which is your personal folder. A message alerts you to a successful or failed save; click OK in this message.

   Other users will not have access to your My Library folder or the saved file. You can download and work with files saved to My Library. After downloading and modifying a file, click Save to save the file back to the same location in My Library. Use the Save As option to save the file to a folder location accessible to others within the EPM Cloud Library.

   Note:

   When you click Save, Smart View saves the Office document with that name that appears on the file. If you have just started a new Office document, such as Word, and have not done an Office save to name the file, the file will be saved with the default Office name. For example, a new Word file would be saved to My Library as Document1 unless you first save and name it in Office.
3. To save the currently-opened Office file to the folder you choose in the EPM Cloud library, click Save As, then specify the settings below, and then click Upload.
   • Library folder location—Use the Browse button to navigate to the folder to save the file.
   • Artifact name—Enter a name for the file; the name does not need to be the same as the actual file name.
   • Artifact description—Enter an optional description for the saved file.

   You and other users can download and work with files saved to folders in the EPM Cloud Library. Keep in mind these guidelines:

   • After downloading and modifying a file, click Save to save the file back to the same location in the EPM Cloud Library.

   • Use the Save As option to save a downloaded file to a different folder location accessible to others within the EPM Cloud Library.

4. Repeat the previous steps for any other Office documents that you want to save to either My Library or to a folder you choose in the EPM Cloud Library.