Refreshing PowerPoint Templates

When you refresh a template, the template is replaced with a new presentation and each Financial Reporting report placeholder in the template is replaced with the current Financial Reporting report using the current Workspace Point of View.

  To refresh a template:

  1. Open the PowerPoint presentation containing the template.

  2. Connect to a Reporting and Analysis provider.

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

  4. Edit and save the PowerPoint presentation as needed.