Remapping Content within Reference Files

As a reference file author, you may find that the available content that you defined needs to be remapped to different report content within the file source. This may occur if the reference file was updated or a named range was renamed or deleted.

You can remap the available content to other available content within the reference file.

Note:

Prior to beginning this procedure, ensure that the author phase has been initiated.

To remap available content within a reference file:

  1. If you have not already done so, open the report package, and then open and check out the doclet that contains the reference file to update.

    The impacted doclet is the doclet that is associated with a reference file in which you want to remap available content.

    The doclet should open in Word or PowerPoint. If you opened the report package in Excel, Word or PowerPoint is launched when opening the impacted doclet.

  2. Click Inspect in the Narrative Reporting ribbon to launch the Properties dialog box.
    The Inspect button from Performance Reporting ribbon

    Alternatively, with the doclet selected in the report package list, click the View Properties link to access the Properties dialog box.

  3. Select The Embedded Content tab in the Properties dialog box to display the Embedded Content tab of the Properties dialog.
  4. In the Embedded Content tab, click the Available Sources link.

    Note that you can view the available content in use by clicking on the arrow next to "Available Source Objects."

    The Embedded Content tab of the properties dialog, after clicking the Available Sources link. An Excel file is listed. Under the Excel file name is "Available Source Objects" with clickable down arrow. Click the arrow and the embedded content in use is shown.
  5. Click Actions arrow next to the content to remap and select Remap from the drop-down menu.
    The Action drop-down menu with the options Upload, Download, Delete, Manage Report Content, and Remap

    The Remap dialog is displayed.

  6. In the Remap dialog, click on the associated Select link for the reference file with content to remap.

    A list of available content that is not already mapped is displayed. In the following illustration, the list contains one item, OpExp.

    The "Current" item is mapped to the available content called Income. We want to remap to the content called OpExp.


    Remap dialog showing Embedded Content in the left column, and Replace With in the right column. A link labeled Select is in the right column across from each embedded content listing. Click the Select link to view unmapped ranges that the content may be mapped to. This illustration shows one unmapped range called OpExp.
  7. From the Select drop-down list, select an available content item to remap to.

    After you make a selection, the range you chose is shown in the Replace with column.

    In the following example, the OpExp range is now showing in the Replace with column.

    The Remap dialog, with the newly selected range shown in the Replace with column
  8. Repeat step 5 through step 8 for each available content item that you want to remap.
  9. When you're finished remapping content, click OK to close the Remap dialog, and then exit the Properties dialog.