Editing Report Prompts in Excel

If the report contains prompts, you can choose to continue with the default prompts or change the prompts when importing or inserting reports in Excel.

Prompt labels are defined while designing reports. Report designers give meaningful labels such as "Select a reporting region" or "Select a quarter" so that users can understand and select the prompts correctly. While importing or inserting a report in Oracle Smart View for Office, if the report contains prompts, then the Select Prompts dialog lists the available prompts and users can select the required ones before importing or inserting the report.

The prompts are categorized and displayed under prompt labels instead of dimension names in the Select Prompts dialog. This becomes helpful, especially when prompts belong to the same dimension. In such cases, prompt labels enable users to distinguish between the prompts easily.

Note:

Before you begin:
- You should have imported the report as described in Importing or Inserting Reports in Excel.
- Save the workbook if there are changes that you want to keep. The workbook is regenerated when you edit prompts.
When you edit prompts in an imported report, the report is imported again as a fresh report in the existing workbook as per the updated prompts. The report sheets with the previous prompts data are not retained in the workbook. If there are changes that you want to keep before editing prompts, save the workbook.
You cannot edit prompts in an inserted report. The Edit Prompts action in the Smart View ribbon is disabled. Instead, insert the report again using the Insert Formatted Report option and select the prompts you require from the Select Prompts dialog box while inserting the report.
Reports containing relational tables are imported as static reports. So the Edit Prompts action in the Smart View ribbon is disabled for such reports.

To edit the prompts for a report in Excel:

Import or insert the report.

If the Select Prompt dialog box appears while you are importing or inserting the report, continue with step 3. If you have already imported the report and now want to edit the prompts, continue with step 2.
In the Smart View ribbon, click Edit Prompts.
In the Select Prompt dialog box, click next to a prompt to select the required members for the prompt from the Select dialog box or the Member Selection dialog box.
In the left pane, select one or more members and click to move members to the right pane.

If no choice list is defined, then the Member Selection dialog box is displayed.

If a predefined choice list that uses the Descendants() or Descendants(Inclusive) function is defined for the dimension, then the choice list is displayed in hierarchical format in the left pane of the Select dialog box. Selected members are shown in a flat list in the right side of the dialog box.
Optional: You can also do the following:
- To remove a selected member, select the member in the right pane, and click to move it to the left pane.
- You may enter search terms into the search text box, and then click the Search button to filter the results in the left pane.
- You may switch the display in the left pane to a flat list, and back to a hierarchy, as required, using the Show Hierarchy check box.
- You can select multiple members only if the report prompt is configured for multiple member selection.
- If multiple members are selected from the hierarchical choice list or the flat list, they are always displayed in the right pane as a flat list.
- Prompts for Children and Bottom functions continue to be shown as a flat list in both the left and right panes.
After moving the required members to the right pane, click OK to return to the Select Prompt dialog box.
Similarly, make the selections for the other prompts, as required.
Click OK in the Select Prompt dialog box.
The report is reloaded as per the selected prompts. The sheets in the resulting workbook appear in an alphabetical order, just as they were listed in the dialog. You can manually reorder the Excel worksheets, if required.