Creating Templates in PowerPoint Documents

You can create PowerPoint template documents that can be saved 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.

  To create a template:

  1. Open PowerPoint.

  2. Connect to a Reporting and Analysis provider.

  3. From the Smart View ribbon, select Panel, 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.