1. User's Guide
  2. Smart View and Narrative Reporting
  3. Authoring Doclets
  4. Working with Variables
  5. Editing Variables

Editing Variables

Once created, you can easily edit static and reference variables in Oracle Smart View for Office.

Note:

Shared variables are not editable in Smart View.

To edit variables:

  1. Open a report package.

    • If you plan to edit a static variable, you do not need to check out any doclets.

    • If you plan to edit a reference variable, open and check out the Word or Excel reference doclet or reference file from which the reference variable is sourced.

  2. In the drop-down list in the Report Package panel, select Variables.

    Shows the options available in drop-down list in the Report Package. Options are Report Center and Variables.

    The list of variables available in the report package is displayed in the panel.

  3. Select a variable and click the Edit button, The Edit Variable button, which displays when you hover over a variable form the list..

    Note:

    To help to locate the variable to edit, follow the procedure in Searching for Variables

    The Edit button, The Edit Variable button, displays whenever you hover over a variable from the list.

    In the following illustration, the CurrentMonth variable, a static variable, is selected for editing.


    A variable selected in the list of variables in the Smart View Panel.

    After you click The Edit Variable button, the Name, Description, and Value fields are displayed. Here is an example of a static variable that is ready to edit:


    The editable fields, Name, Description, and Value, of a variable
  4. Perform an action:

    • To modify a static variable, type over the existing entries in the Name, Description, or Value fields as required, and then click The OK button, signified by a green check mark..

      The static variable is updated as soon as you click The OK button, signified by a green check mark..

    • To modify a reference variable:

      1. Ensure that you have opened and checked out the reference doclet or reference file from which the reference variable is sourced.

      2. Type over the existing entries in the Name and Description fields, as required.

      3. To change the Value field, select the text in a Word doclet or the appropriate cell in the Excel reference doclet, and then click The select value button, signified by a blue arrow pointing to the right.

        When editing a reference variable, remember these guidelines:

        • Images and shapes are not supported as reference variable values.

        • Reference variable values cannot be sourced from other reference variables.

        • Reference variable values cannot be sourced from embedded content, where a range from an Excel reference doclet is embedded in Word or PowerPoint.

        • Reference variable values can contain only 255 characters.

        • Reference variable values must be single line only. In an Excel spreadsheet, select only one cell. In Word, select text from only one line or one table cell.

        • Reference variables cannot be sourced from any PowerPoint content.

      4. After you have finished editing the reference variables for the checked-out doclet or reference file, upload the source document and check it in.

        Once the doclets or reference files are checked in, the variables with their updated values are available to other report package authors.

  5. Repeat the preceding steps for all variables that require editing.