Inserting Formatted Reports in Google Sheets

Insert reports in Google Sheets using Oracle Smart View for Google Workspace.

In the Smart View Home panel, all available reports can be accessed from the Reports folder. Alternatively, if reports are stored in a user-defined folder, you can find them in the respective folder.

To insert and work with a fully-formatted report:

1. Open a new sheet, and in the Smart View Home panel, expand the Reports folder.
   All reports available can be accessed from the Reports folder. Alternatively, if reports are stored in a user-defined folder, navigate to that folder.
2. Select a report, right-click the report name, and then select Insert Formatted Report in the right-click menu.
   If the report is a single-page report, then it is rendered on the sheet. If it is a multi-page report, then each page is rendered on separate sheet tabs in the same spreadsheet.
3. If the report contains prompts, you can view them in the Edit Prompts dialog box, categorized under prompt labels for clear differentiation. You can choose to use the default prompts by clicking OK in the Edit Prompts dialog box; or, you can change the prompts as described in Editing Prompts in Reports and then click OK.
4. If Preview POV is enabled for reports, you can choose to use the default POV by clicking OK in the Select POV dialog box; or, you can change the POV as described in Previewing POV in Reports and then click OK.

   Note:

   If you click Cancel in the Select POV dialog box, the insert process is cancelled and the report does not get inserted in Smart View.
5. Optional: After inserting the report, you can do the following from the Report menu.

   In the Extensions menu, select Smart View for Google Workspace, and then select Report.

   • To edit the POV of a sheet, click Edit POV in the Report menu, and follow the procedure in Editing the POV in Reports.

   • If prompts are available to edit, click Edit Prompts in the Report menu, and follow the procedure in Editing Prompts in Reports.

   • To create an ad hoc grid from an inserted report, select a cell inside the grid and click Analyze in the Report menu.

     The ad hoc grid opens in a separate sheet tab. You can perform ad hoc operations as required.

6. Optional: To refresh the report when the underlying data in the report changes during your session, click Refresh in the Smart View for Google Workspace menu.

   Note:

   After importing a report from one server, if you switch the active connection to a different server hosting the same report and try to refresh the report, an error appears informing that the imported report does not belong to the current connection. Refreshing an imported report using a different server connection is not supported.