Editing Prompts in Reports
If the report contains prompts, you can choose to take the default prompts when importing or inserting, or change the prompts.
Prompt labels are defined while designing reports. Report designers give meaningful labels such as "Select a reporting region" or "Select a quarter" so that users can understand and select the prompts correctly. While importing or inserting a report in Oracle Smart View for Office, if the report contains prompts, then the Select Prompts dialog lists the available prompts and users can select the required ones before importing or inserting the report.
The prompts are categorized and displayed under prompt labels instead of dimension names in the Select Prompts dialog. This becomes helpful, especially when prompts belong to the same dimension. In such cases, prompt labels enable users to distinguish between the prompts easily.
To choose the default prompts, click OK in the Select Prompt dialog.
To edit the prompts, use the procedure in this topic.
Note:
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Before you begin:
- You should have imported the report as described in Importing or Inserting, and Working with Fully Formatted Reports.
- Save the workbook if there are changes that you want to keep. The workbook will be closed and regenerated when you edit prompts.
- When you use the Insert Formatted Report command, you cannot edit prompts in the inserted report. The Edit Prompts action in the Smart View ribbonis disabled. Instead, repeat the Insert Formatted Report command and select the prompts you require.
- Reports containing relational tables are imported as static reports. So the Edit Prompts action in the Smart View ribbon is disabled for such reports.
-
To edit the prompts when importing or inserting the report, in the
Select Prompts dialog, perform an available
action:
- Use the check boxes to select members for each prompt.
- Click the ellipsis button,
to launch the Member Selection dialog.
In the left pane of the Member Selection dialog,
expand the members where necessary, then select one member and click
to move it to the right pane, and then click
OK to return to the Select
POV dialog.
Note:
Be sure to choose only one member in the Member Selection dialog.
The sheets in the resulting workbook will appear in alphabetical order, just as they were listed in the dialog. You can manually reorder the Excel worksheets, if required.
-
To edit the prompts after the report is imported or inserted:
- In the Smart View ribbon, click Edit Prompts,
.
- Repeat the actions noted in step 1 for each prompt that you want to edit, and then click OK to import the report.
Note:
Editing prompts reloads the formatted report.
- In the Smart View ribbon, click Edit Prompts,