Copying Data Between Excel, Word, and PowerPoint

In Oracle Smart View for Office, you can copy data from Excel and paste it into Excel, Word, or PowerPoint. The data you copy and paste is dynamic between Office applications. You can copy and paste data from:

Excel to Word and PowerPoint
Excel to Excel (ad hoc only)
Word to Word and PowerPoint
PowerPoint to Word and PowerPoint

The data points retain their original Excel-based query information, enabling you to perform data analysis.

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Notes

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Copying and Pasting

Retrieving Spreadsheets From Which Data Points Were Copied

Notes

Dynamic data points are maintained only in Word and PowerPoint. If you copy and paste data points within Excel, the data points are not linked to the Excel grid.
When copying and pasting from Word to PowerPoint, or vice versa, data is displayed in a straight line. The tabular format is preserved only when copying data from Excel into Word or PowerPoint.
Numeric formatting in Excel is preserved when data is pasted into Word and PowerPoint. Apply numeric formatting in Excel before copying and pasting data.
If the name of the connection to the data source contains a semicolon (;), you may not be able to paste function data points.
Copying and pasting data points is limited to use with grids and functions. You can copy data points from forms, but they will be pasted as static text.
When you copy and paste a data cell within Excel, Smart View generates an HsGetValue function that appears in the Excel formula bar when the pasted cell is selected, Functions generated by Smart View contain the SVLink syntax; for example:

= HsGetValue("", "Measures#Measures", "Year#Year", "SVLink15131004130EOL", "Row0", "Col0")

When copied and pasted, functions containing the SVLink syntax result in static text. These functions may, however, be used as a template for creating other HsGetValue functions, providing that you remove the SVLink syntax and replace it with the POV dimensions and members you require.
On computers where Smart View is installed, an error occurs when updating links in PowerPoint that were copied from Excel to PowerPoint.
Formatting is not retained when copying and pasting cells from Excel to Word.
Number formatting is not retained when copying data points from Excel to Word or PowerPoint.
When working with Oracle Hyperion Financial Management ad hoc, and copying and pasting cells from Excel to Word, formatting is not retained even though the Use Excel Formatting option is selected.
In Excel, copying a sheet containing a POV or slider to another sheet in the workbook results in an error.

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Copying and Pasting

To copy and paste data from Excel, Word, or PowerPoint to Excel, Word, or PowerPoint:

Select a data cell or range (may or may not include members).
From the Smart View ribbon, select Copy.
Open a Word or PowerPoint document, or another Excel worksheet or workbook.
If asked if you want to create a connection, click Yes.
From the Smart View ribbon, select Paste.
Refresh.

Note:

If you paste data into a Word document and save it in a different format such as .htm or .mht, you cannot refresh the data in these other formats.
Optional: To change the POV in Word or PowerPoint after you paste the data, click Manage POV and follow the procedure in Selecting Members for the Default or Background POV.

Retrieving Spreadsheets From Which Data Points Were Copied

To retrieve the Excel spreadsheets from which data points were copied:

In a Word or PowerPoint document into which Excel data points were pasted, select a data cell.
From the data source ribbon, select Visualize in Excel.
If asked to log on the data source, enter the user name and password.

Excel displays the spreadsheet associated with the data cells. You can perform ad hoc analysis on the data.