Previewing Available Content Using the Ribbon and Dialog

To preview available content using the ribbon and dialog controls:
  1. Open a doclet and check it out.
  2. From the Narrative Reporting ribbon, click the Embed button:

    Embed button in the Performance Reporting ribbon

    The Embed Contents dialog box is launched. In the following example, the available content, "Income Statement Waterfall" is selected.


    Show Preview Button in the Embed Contents Dialog, with the Income Statement Waterfall item selected from the list of available content
  3. In the Embed Contents dialog, select an item from the list of available content and click the Show Preview button.

    From the example shown in the previous step, after selecting Income Statement Waterfall and clicking Show Preview, an image of the Income Statement Waterfall chart is displayed in the preview pane in the lower half of the dialog:


    Preview of the Selected Available Content in lower half of the Embed Contents Dialog

    Note:

    The Embed Contents dialog is not resizable. Use the scroll bars to view parts of the image that are not immediately visible.

  4. Optional: Select other available content titles in the list to instantly view a preview.
    In the following example, we selected Consol_BalSht. A preview image of the Consol_BalSht table is displayed:
    Preview of a Different Title from the Available Content List

    You can select one available content at a time to preview.

  5. Optional: To close the preview pane of the dialog at any time, click the Hide Preview button.
  6. Once you locate the available content to embed into the doclet, click the Embed button at the top of the dialog.

    This action inserts the selected available content in the document or slide, and then closes the dialog.

Note:

  • You must first check out a doclet in order to see the Embed button on the Narrative Reporting ribbon. Click the Embed button to launch the Embed Contents dialog.

  • The Embed Contents dialog displays best when your system's Display settings, under Scale and layout, is set to 100%.