Loading a Spreadsheet

You can extract an existing Financial Management or Performance Management Architect metadata XML file and then load it into the spreadsheet for editing. The spreadsheet displays the metadata members and their properties, which enables you to easily add, edit, or reorder members in the hierarchy.

When you open Excel, the system displays a blank workbook. You can select the metadata file to load.

  To load a spreadsheet:

  1. Open MS Excel. The system displays a blank workbook with the HTP Accelerator ribbon at the top.

  2. From the HTP Accelerator ribbon, click Load.

  3. From the Open dialog, select a metadata XML file to load, and click OK.

    The system displays the Permanent and Temporary Difference spreadsheets.