Creating Templates in PowerPoint Documents

You can create PowerPoint template documents by importing one or more Financial Reporting reports to the presentation. Every Create Template action creates a new PowerPoint slide with a report name to show where it will be placed when Refresh Template is used. The template PowerPoint presentation can be saved for future use.

  To create a template:

  1. Open PowerPoint.

  2. Connect to a Reporting and Analysis provider.

  3. From the Smart View ribbon, select Open, then Reporting and Analysis Document, and then Create Template.

  4. In Import Workspace Document, select a Financial Reporting document.

    • Optional: To import all pages of the document, select All Pages. A separate slide is created for each page.

    • To import the current screen presentation, clear All Pages.

  5. Optional: To use the Workspace point of view, select Refresh Using Workspace Point of View.

  6. Click OK. The document name is imported into the PowerPoint presentation.