Editing Variables

Once created, you can easily edit static and reference variables in Oracle Smart View for Office.

To edit variables:

1. Open a report package.

   • If you plan to edit a static variable, you do not need to check out any doclets.

   • If you plan to edit a reference variable, open and check out the Word or Excel reference doclet from which the reference variable is sourced.

2. In the drop-down list in the Report Package panel, select Variables.
   
   
   

   The list of variables available in the report package is displayed in the panel.

3. Select a variable and click the Edit button, .

   The Edit button, , displays whenever you select a variable from the list.

   In the following illustration, the CurrentMonth variable, a static variable, is selected.

   
   
   

   After you click , the Name, Description, and Value fields are displayed. Here is an example of a static variable that is ready to edit:

   
   
   
4. Perform an action:

   • To modify a static variable, type over the existing entries in the Name, Description, or Value fields as required, and then click .

     The static variable is updated as soon as you click .

   • To modify a reference variable:

     1. Ensure that you have opened and checked out the reference doclet from which the reference variable is sourced.

     2. Type over the existing entries in the Name and Description fields, as required.

     3. To change the Value field, select the text in a Word doclet or the appropriate cell in the Excel reference doclet, and then click .

        When editing a reference variable, remember these guidelines:

        • Images and shapes are not supported as reference variable values.

        • Reference variable values cannot be sourced from other reference variables.

        • Reference variable values cannot be sourced from embedded content, where a range from an Excel reference doclet is embedded in Word or PowerPoint.

        • Reference variable values can contain only 255 characters.

        • Reference variable values must be single line only. In an Excel spreadsheet, select only one cell. In Word, select text from only one line or one table cell.

        • Reference variables cannot be sourced from any PowerPoint content.

     4. After you have finished editing the reference variables for the checked-out doclet, upload the doclet, and check it in.

        Once the doclets are checked in, the variables with their updated values are available to other report package authors.

5. Repeat the preceding steps for all variables that require editing.