Refreshing PowerPoint Templates

Note:

In this topic, references to Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud Service versions of Financial Reporting.

  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 Panel, then Reporting and Analysis Document, and then Refresh Template.

  4. Edit and save the PowerPoint presentation as needed.