Working with Excel Doclets in PDF-based Report Packages

In PDF-based report packages, you can specify Excel workbooks as regular doclets. Authors and administrators can edit the content in Excel doclets and select sheets that will become part of the final report package.

To work with Excel doclets in PDF-based report packages:

1. In the PDF-based report package, open and check out the Excel doclet to work with.
2. In the Narrative Reporting ribbon, click Select Sheets:
   
   
   
3. In the Select Sheets dialog, use the check boxes to select the sheets to include in the final report package.

   Alternatively, you can select the All sheets selected check box.

   In Figure 23-39, the Select Sheets dialog shows six worksheets available in the Excel doclet; however, only one, "World Wide," is selected for inclusion in the report package.

   Figure 23-39 Select Sheets Dialog Showing One Sheet Selected for Inclusion in the Report Package

   
   
   
4. Edit the sheets in the doclet as you require.

   For example, you can perform ad hoc analysis or apply formatting.

5. When finished editing the Excel doclet, upload and check it in.