Using the Document Contents Pane

The Document Contents pane displays Office objects in a hierarchical tree format, enabling you to easily see and interact with the content in a workbook, presentation, or document, regardless of the provider or type of content and including content from extensions. Content is displayed based on the provider connection, or the document layout on sheets, slides, or pages.

The Document Contents pane enables you to:

View all document contents in a structured tree format.
Switch between different data provider views.
Perform actions on the contents such as refresh, delete, or insert objects.
View properties of selected objects.

Viewing Document Contents

Click the drop-down list to view the contents of your workbook, presentation, or document, categorized as per data provider connections and sheets, slides, or pages.

Under each data source provider, you can view the sheets, slides, or pages present in the workbook, presentation, or document.
Under each sheet, slide, or page, you can view its document contents such as forms or ad hoc grids.
Under each document content, you can view any chart, table, or POV objects, if present.

For example, the drop-down list in Figure 17-1 shows a workbook with connections to on-premises Essbase and Planning using a shared connection. A third connection is shown to on-premises Oracle Business Intelligence Enterprise Edition using a private connection.

The drop-down list for the workbook in Figure 17-1 displays the content for the shared connection sheets, and options for viewing the content on the private Oracle BI EE connection sheet.

Figure 17-1 Document Contents Pane Showing the Drop-down List

Assuming Sheet1 is open, select Current Document in the Document Contents list. The content list changes to show that Sheet1 contains Essbase ad hoc grid, ad hoc query and chart, while Sheet3 contains Planning grid, ad hoc query and chart.

Figure 17-2 Document Contents Pane Showing the Content of Sheet1 and Sheet3

Document Contents pane showing the contents on Sheet1 and Sheet3.

To switch the view to Oracle BI EE, select Document Hierarchy under Oracle BI EE and the content view changes. Figure 17-3 shows an example of Oracle BI EE content in the Document Contents pane.

Figure 17-3 Document Contents Pane Displaying Oracle BI EE Content

The Document Contents pane showing the content of an Excel sheet in a tree format. This sheet contains two charts and table

In general, content is grouped by Oracle Smart View for Office providers (Oracle Essbase, Oracle Hyperion Financial Management, Planning, and Oracle Hyperion Reporting and Analysis). Content from Oracle BI EE is grouped separately. In workbooks containing multiple objects from different data sources, you can switch the view using the Document Contents drop-down menu shown in Figure 17-4.

Figure 17-4 Available Options in Document Contents Drop-Down Menu

Document Contents drop-down menu showing the Current Document option, with two worksheets listed; the All Connections options, with objects listed by provider; and the option, with the Document Hierarchy listed.

Select the All Connections option and the Document Contents view changes to show objects sorted by provider (Figure 17-5).

Figure 17-5 Smart View Provider Content Listed by Provider in Document Contents

Document Contents listing provider objects (an ad hoc query and a form) listed by provider.

Performing Common Tasks

Depending on the provider, you can perform various tasks on selected objects from the Document Contents pane.

For most providers, you can Select, Refresh or Delete content on a sheet, slide, or document.
For most providers, you can insert reporting objects, and perform other tasks.
For Oracle BI EE providers, you can perform additional tasks on individual views; for example, you can Mask a view, or review the properties of a view.

For example, in Figure 17-7, Sheet1 shows the Essbase ad hoc grid, ad hoc query and chart. You can also see the same artifacts on Sheet3 for Planning.

Select the Sheet, Slide, or Page node to view the actions that you can perform on them. In this example, the Sheet node for Sheet1 is selected and available actions of Refresh and Sheet Information for the selected sheet appear at the bottom of the Document Contents pane.

Figure 17-6 An Essbase Ad Hod Grid with the Sheet Node Selected in Document Contents

In the Document Contents pane, a Excel sheet containing an ad hoc grid and chart shown with the sheet node selected.

Similarly, you can select the document objects under a sheet, slide, or document to view the actions that you can perform on them. For example, in Figure 17-7, the first object , an Essbase ad hoc grid, is selected under Sheet1 and the available actions now display Select, Insert New Report Object/Control, Refresh, Modify Connection, and Delete options at the bottom of the pane.

Figure 17-7 An Essbase Ad Hoc Grid Selected in Document Contents

In the Document Contents pane, an Essbase ad hoc grid is selected. Available actions are Select, Insert New Reporting Object/Control, Refresh, and , Modify Connection, and Delete.

You can perform the following tasks:

Select a Sheet, Slide, or Page node and click Refresh to refresh the documents present under the node.
Select a Sheet node and click Sheet Information to view the Sheet Information dialog box, where you can also choose to Save or Delete metadata for the sheet or workbook.
Select a document node under the Sheet, Slide, or Page node and:
- Click Select to open the document in context and activate its objects.
- Click Refresh to refresh its contents.
- Click Modify Connection to set a different connection.
- Click Insert New Reporting Object/Control to insert a chart, table, or POV object. See Inserting Reporting Objects/Controls.
- Click Delete to delete the document from the sheet, slide, or page.
Select an object under a document and:
- Click Select to set the object in context.
- Click Rename to change the name of the object seen in the Document Contents pane.
- Click Delete to delete the object from the document.

Inserting Reporting Objects/Controls

For some providers, such as Essbase and Planning ad hoc, you can insert reporting objects such as a Table, Chart, or POV based on an ad hoc query or grid object. Select the grid or query object in Document Contents, and then select Insert New Reporting Object/Control, reposition or resize the inserted object, and click Refresh.

Insert new reporting object/control dialog, with options for inserting a Table and Chart

Note the following considerations while inserting reporting objects:

When inserting 3-D charts for large datasets (for example, more than 3,000 cells) from the Document Contents pane, Microsoft Office consumes large amounts of memory and may fail. To avoid this issue, Smart View renders the chart as 2-D.
To insert Table and POV reporting objects in Microsoft Word and Microsoft PowerPoint, ensure that the Active X settings are enabled in the Trust Center Settings of your Microsoft Office application.
To insert Chart reporting objects in Microsoft PowerPoint, see Inserting Charts in Microsoft PowerPoint.
For Smart Slices and Financial Reporting, you can insert reporting objects such as Function Grids and Slider controls. To insert these reporting objects, see Smart Slices and Smart View and Financial Reporting.

Viewing Properties

For Smart View provider content, such as Planning or Essbase objects, you can click in the tree area of Document Contents and then hover over an object icon to view connection properties, such as Server, Application, Cube, URL, Provider, POV and Alias Table, as shown in Figure 17-8. Properties vary depending on the provider.

Figure 17-8 Connection Properties of an Essbase Ad Hoc Query

For Oracle BI EE content, select an Oracle BI EE object, and then use the Properties link at the bottom of Document Contents to launch the View Properties dialog, where you can view connection and other properties (see Figure 17-3).