Applying Best Practices to Excel Reference Doclets

Excel reference doclets are commonly used to incorporate non-EPM Cloud data into report packages.

Follow these file-size recommendations for Excel reference doclets:

• General use: Keep Microsoft Excel workbooks under 5 MB.
• Smart View server-side refresh: Keep Microsoft Excel workbooks used for server-side refresh operations under 3 MB.

You can also follow these additional best practices:

• Identify and remove unused worksheets.
• Review unused rows and columns and worksheet used ranges, and remove unnecessary content.
• Identify and remove unnecessary formatting and images.
• Verify worksheet boundaries by using the Last Used Cell feature in Microsoft Excel.
• Review workbook size against the file-size recommendations.
• Monitor workbook load performance to identify potential optimization needs.
• Use the Health Check tool in Oracle Smart View for Office to identify workbook optimization opportunities and improve Microsoft Excel workbook performance.

Over time, Microsoft Excel workbooks can retain unused formatting and empty worksheet ranges that substantially increase file size. Regular cleanup helps keep workbooks optimized.