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, in EPM Workspace preferences, select Preview for User Point of View.

3. Optional: In documents that contain prompts, to change the default value, in Respond to Prompts, make a selection for prompts, and click Next.

   Note:

   Respond to Prompts is displayed only if the document contains prompts.

4. To change the POV, in Preview from Grid POV select a POV.

5. Click Finish.