Creating Workbooks

  To create a workbook:

1. In the Administration Workbench, go to the Presentation tab and select Workbooks.

2. Click Add and enter workbook details:

   • Name

   • Type—Report, Data Collection, or Planning

   • Description—Workbook description

   • Run against—Select an option:

     • Any—Run the report against any data

     • BaseOnly—Run the report only against base data

     • ScenarioOnly—Run the report only against a scenario

3. Associate worksheets with the workbook.

   Planning workbooks can contain planning and report worksheets. Data Collection workbooks can contain data collection and report worksheets. Report workbooks can contain only report worksheets. Available worksheets are defined in the Worksheets section of the Presentation tab.

4. Click OK.