Editing Financial Reporting Documents

  To edit Financial Reporting documents in Excel, Word, and PowerPoint:

1. From the Smart View ribbon, select Open, then Reporting and Analysis Document, and then Edit.

2. If the Preview User Point of View screen is displayed, preview the current POV or change the members of the POV.

   Note:

   To display this screen, select Preview in EPM Workspace preferences, for User Point of View.

3. Optional: If you want to change the default value, in Respond to Prompts, make a selection for prompts, and click Next.

   Note:

   This screen is displayed only if the document contains prompts.

4. If you want to change the POV, in Preview from Grid POV select a POV.

5. Click Finish.