Taking Forms Offline

  To take forms offline:

1. In Excel, connect to the Planning data source that contains the forms you want to take offline.

2. From the Planning ribbon, select More, and then Take Offline.

   The Take Offline Wizard is displayed; all forms that you can take offline are listed.

3. Expand the Available Forms/Folders and select folders and forms to take offline.

4. Click Next.

5. Double-click a dimension. You can select only one dimension.

   If you selected multiple forms, the dimensions displayed are merged from the dimensions available for the selected forms.

6. Select members and system variables from the Member Selection page.

   About member relationships:

   Table 1. Member Relationships 

   Relationship	Members Included on the Form
   Member	The selected member
   Descendants	All members below the selected member
   Descendants (inc)	The selected member and all its descendants
   Ancestors	All members above the selected member
   Ancestors (inc)	The selected member and all its ancestors
   Siblings	All members from the same level in the hierarchy as the selected member, excluding the selected member
   Siblings (inc)	The selected member and all its siblings
   Parents	The member in the level above the selected member
   Parents (inc)	The selected member and its parent
   Children	All members in the level immediately below the selected member
   Children (inc)	The selected member and all its children
   Level 0 Descendants	All descendants of the selected member that have no children

   Note:

   Different forms may have children and page-member selections. The Page drop-down list should contain at least one member for each form from each dimension.

7. Click OK.

8. Repeat steps 5–7 to select members or system variables for each dimension in the list.

9. Click Next.

10. Supply a unique name and a description for the offline connection.

11. Click Finish to download the selected forms and members.

12. Click OK, and then click Done.