Working with Reports in Smart View

In Reports, you can:

Download a Report as an Excel workbook, which can be refreshed in Oracle Smart View for Office. You can later change the POV and respond to prompts, where applicable.
Download a Report Grid as Excel ad hoc in Smart View, and you can perform available ad hoc operations.

In Smart View for Excel, you can:

Import a Report as an Excel workbook.
Import the Report grids as ad hoc grids, and then perform supported ad hoc operations on the grids directly against the data source, such as pivoting and member selection. You can save the grids and use them as sources for embedded content in report package doclets. See Working with Reports in Smart View.

Related Topics:

Working with Download as Excel

When downloading a report to Excel, a new Excel workbook will be created. If "Print All Selections" is enabled for one or more of the report’s POV dimensions, each printable page will generate a separate worksheet for each member combination of the report.

Note:

The worksheet names will reflect the report name followed by the first POV dimension with "Print All Selections", truncating the sheet name as needed to meet Excel’s 31 character limit.
If connected to Narrative Reporting in Smart View, the report will have Refresh available, where you can change the POV and respond to Prompts, where applicable.
For the correct thousands and decimal separators to appear in a Report import or export to Excel, a user’s Windows regional settings related to data formatting, and Excel advanced data format options for thousand and decimal separators, must be the same as specified in the report designer for the thousands and decimal separators to correctly render in Excel.
If there is not an active connection in Smart View, the report opens as a static report without the option to Refresh.
Text boxes in the report are converted to images in the imported Excel worksheet. In some cases, you may need to manually re-size the image box in Excel to match the report presentation.

Note:

Report text boxes may appear distorted or with overlapping text when importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.
Data values in grids are imported into Excel as the scaled value, as defined in the cell number formatting, from the grid. The underlying and unscaled data value from the grid is not carried over to Excel.

For example, if the underlying unscaled data value in the report grid is "138,552,696" and the cell number formatting is scaled as "thousands", where the report preview displays the value as "138,552", in Excel. "138,552" will be displayed in the cell, in the formula bar the unformatted value of "138552" will be displayed.

For information on differences between Reports and Reports rendered in Excel, see Differences between Reports and Reports Imported in Excel in Designing with Reports for Oracle Enterprise Performance Management Cloud.

Note:

The maximum number of rows and columns supported by Excel in a worksheet is 1,048,576 rows and 16,384 columns. Exporting a report to Excel can result in an error if the limit is exceeded.

Working with Download Grid as Ad hoc Excel

When downloading a grid as ad hoc Excel, the web browser will download a Smart View link file. Click on the file to launch Excel. You will be prompted to sign on to the respective Data Source login page. If you already have an active Data Source connection, the sign-on dialog will not appear.

The Download as Ad hoc Excel option, while viewing a report on the web, is available for HTML Preview only.
Reports Formatting is not retained in Excel.
The output data in Excel are based on the Smart View Options. Review all the Formatting settings. For more information, see Setting Smart View Options.
This feature is not available for hidden grids.