1. Working with Oracle Smart View for Office
  2. Data Source Connections
  3. Modifying Connections
  4. Modifying Connections for Financial Reporting Images and Fully Formatted Reports

Modifying Connections for Financial Reporting Images and Fully Formatted Reports

You can change connections for Financial Reporting fully formatted reports or images within an Office document using the Private Connections dialog, which is accessed from the Connections button on the Smart View ribbon.

This is useful when sharing an Office document between departments or when moving from a test to a production environment.

Before you begin, ensure the following:

  • The data source you're changing to must contain the same folder structure and report as the original data source.

  • You are working with a Financial Reporting report as follows:

    • Excel: Fully formated reports or images

    • PowerPoint and Word: Images

Note:

This procedure applies to Financial Reporting fully formatted reports in Excel, Word, or PowerPoint. To modify connections for Financial Reporting query-ready reports and function grids in an Office document, see Modifying Connections within an Office Document.

To modify the connection for Financial Reporting entities:

  1. Select a Financial Reporting entity in Word.
  2. In the Smart View ribbon, select Connections, then Reporting and Analysis Document, and then Edit Connection.

    From the Smart View ribbon, Connections button, shows the drop-down menu with the Reporting and Analysis Document option expanded to show the Edit Connections option selected.
  3. In the Private Connections dialog box, select a data source from the drop-down menu, select the data source name in the tree, and then click OK.

    Shows the private connection dialog box with the connection in the text box at the top of the dialog, and the data source folder structure unexpanded in the center of the dialog. At the bottom of the dialog is the Connect command.

    Note:

    Depending on the release, the connection syntax differs for Financial Reporting data sources:

    • Oracle Hyperion Reporting and Analysis - Release 11.1.2.4.7xx and earlier: 

      http(s)://servername:port/raframework/browse/listXML

    • Oracle Financial Reporting Document Repository - Release 11.1.2.4.9xx and later:

      http(s)://servername:port/hr/modules/com/hyperion/reporting/web/repository/HRRepositoryXML.jsp
  4. If you are prompted to log in, then provide your user name and password to the new data source.

    The Import Workspace Document dialog is displayed.

  5. In Import Workspace Document, when the Finish button is enabled, click it.
  6. Refresh the Office document.
    When the refresh is complete, a message notifies you of the number of pages that were updated.
  7. Repeat this procedure for any other entities within the Office document