1. User's Guide
  2. Smart View and Narrative Reporting
  3. Authoring Doclets
  4. Working with Embedded Content from Reference Files
  5. Creating and Embedding Available Content from Excel Named Ranges in Reference Files
  6. Embedding Reference File Content in a Doclet

Embedding Reference File Content in a Doclet

In Registering Reference Files with a Doclet, you registered named ranges as available content from an Excel file that was outside of the report package, making that Excel file a reference file. The reference file can be located on a network drive or a local drive.

Now we will embed content from the reference file into a doclet. The process is the same whether you are embedding content into a Word or a PowerPoint doclet.

To embed content from a reference file into a doclet:

  1. Open the report package and, if you have already not done so, open and check out the doclet to which you previously registered a reference file.

    Note:

    You must embed reference file content in the doclet to which you registered the content. You cannot embed the content into other doclets.
  2. In the doclet, place your cursor at the point in the text where you want to embed the available content from the reference file.
  3. In the Narrative Reporting ribbon, click the Embed button to launch the Embed Contents dialog.
  4. In Embed Contents, select the available content to embed.

    Optionally, click the Show Preview button to view a preview of the selected available content, as described in Previewing Available Content.

    In Figure 23-28, the available content, "Actual," is selected.

    Figure 23-28 Embed Contents Dialog Box, with Available Content from Reference File Selected


    The Embed Contents dialog box, with a range, OpExps, selected
  5. Click Embed to embed the available content into the doclet.

    Note:

    In PowerPoint, you can relocate and resize the embedded content on the slide. Once resized, the revised height of the image on the slide is retained on refresh, and the refreshed image will have the same aspect ratio as the source object.

    Figure 23-29 shows an Excel table embedded into a Word doclet:

    Figure 23-29 Content from Reference File Embedded in a Word Doclet

    Example of an Excel table from a reference file embedded into a Word doclet
  6. Optional: Select the embedded content on the doclet to view its available content name, as described in Viewing Available Content Name in Doclets.
  7. Optional: Repeat this procedure starting with step 3 to embed any other available content displayed in the Embed Contents dialog into the current doclet.
  8. When finished, upload the doclet and check it in.