Inserting or Removing Excel Based Available Content in a Doclet

With a Reference doclet created by the report package owner and content added in the form of named ranges from Excel, a doclet author can embed content within their doclet. For example, the doclet author may want to add a profitability chart from the Excel based available content in the Reference doclet within their doclet.

Note:

• When adding the embedded content from Narrative Reporting, the content is embedded at the end of a Word based doclet. In Oracle Smart View for Office, you can insert content in a specific position in the doclet so the preferred method of adding content to a doclet is with Smart View. See Setting Up Narrative Reporting in Smart View for more information on performing this from Smart View.

• In the case of embedding in PowerPoint doclets, the embedded content is added on a new slide with a "blank" layout. If the slide masters does not include a "blank" layout the first alphabetical layout will be used.

• In PowerPoint, Embedded Excel tables will appear with transparent backgrounds unless there is a "Fill Color" added to the Excel table.

• In Word Doclets, Embedded tables from Excel and Report Reference Doclets are converted into Word tables which may have different proportions than the source table or grid.

Note:

It’s recommended to limit the number of available contents defined within one reference doclet or reference file to 30 or less. If a doclet contains more than 30 available contents, then you may encounter extended processing time while checking in doclet, and it is possible that the doclet may fail to check-in.

To insert or remove available content in a doclet:

1. Select the doclet within the report center and select the and then Act on Content and select Check Out.
2. Select Act on Content and select Inspect Available Content. The Inspect dialog opens for the doclet with the Available Content tab displayed by default along with available content that was previously added. As shown in this example:
   
   
3. To add available content, select . A dialog is displayed with a list of defined available source objects which you have access to.
4. Select a source object to embed and select OK. Content is embedded at the end of the Word doclet in Narrative Reporting . In the case of embedding in PowerPoint doclets, the embedded content is added to a new slide with a "blank" layout. If the slide master does not include a "blank" layout the first alphabetical layout is used.

   Note:

   The control in Word for sizing and centering is table based and left justified and cannot be centered or repositioned in the Word document. It is recommended that you design your embedded content in Excel to span the width of the page in Word. You can either re-size the content or add blank columns to the named range in Excel (for Tables).

   Adding embedded content within Word text boxes allows greater flexibility for placement. More so when the embedded content is a floating object like a chart, grid or image. To place content within a text box in Word simply add the text box in the desired doclet location. Select the text inside and click embed, an then re-size the text box in the doclet. The Excel grid then fits on the doclet Word page length correctly. Review commenting in the report package is not supported on text boxes. A user may select content near the text box to anchor their comment.

   The available content can not be edited in the doclet. It can only be modified from the Microsoft Office Excel document or the Reports in the Reference doclet.
5. To remove available content, select to the right of the available content or multi-select the available content from the list and select at the top of the dialog next to .

   Note:

   For Excel named ranges: When an available content reference of Excel type is deleted from a doclet, only the link is removed. The actual report content is kept intact within the doclet. However, the report content can no longer be refreshed. The doclet author can now modify or delete the report content within the doclet.
6. Select Close.
7. Optional: Select Act on Content and select Refresh Embedded Content. This updates all the embedded content consumed by the doclet, including any additions or deletions you performed in the steps above.
   The server automatically refreshes all doclets with embedded content from the Reference doclet when it is checked in. Preview a doclet to see the report contents updated.
8. If you are satisfied with your changes, select Act on Content and select Check In.