An author can develop stylized reports using Microsoft Excel or Management Reporting, and then embed that content into their Word or PowerPoint doclets. For Excel, this is done through named ranges. For Management Reporting, this is done though charts and grids. There are two ways to embed an Excel named range into a doclet. The first is using a Reference doclet, that a report package owner has created with content that a doclet author may be able to use in their doclets. The second is using a Reference file, that a doclet author can create on their own with the content they specifically want to see in their doclet.
It’s recommended to limit the number of available contents defined within one reference doclet or reference file to 30 or less. You must ensure that the size of the reference doclet or reference file should be less than 5 MB.
If a doclet contains more than 30 available contents, or size more than 5 MB then you may encounter extended processing time while checking in doclet, and the doclet may fail to check-in.
For PDF-based report packages, you can insert Management Reporting reports directly as doclets. You do not need to embed the content in a reference doclet.
A Reference doclet can be used by any doclet author with viewer rights to the Reference doclet. A Reference file is created specifically by a doclet author so they can use the Excel content of the Reference file in their doclet. For Management Reporting, you can only embed content in a Reference doclet.
When inserting embedded content in a Power Point slide, it is embedded as an image whether from an Excel sheet or a Management Report. As a result, the content is not searchable.
The image can be re-sized. When you refresh the embedded content, the aspect ratio is always the same.
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 management report in the Reference doclet.
To embed an Excel named range from a Reference doclet, see the following:
To embed management report content from a Reference doclet, see the following:
- Overview of a Reference Doclet with a Management Report
- Making Management Reporting Content Available in a Reference Doclet
- Inserting or Removing Management Report Based Content in a Doclet
- Previewing, Refreshing, Editing, and Replacing a Management Report in a Reference Doclet
To embed an Excel named range content from a Reference file, see the following:
Watch these videos to learn more about Creating and Authoring Reference Doclets and Embedding Content from Reference Doclets and Embedding Content from Reference Doclets and Reference Files in Narrative Reporting.
To perform similar functionality from Oracle Smart View for Office, see the following: