Copying and Pasting a POV

Cloud data source types: Oracle Essbase, Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

On-premises data source types: Oracle Essbase, Oracle Hyperion Planning, Oracle Hyperion Financial Management

You can use the POV Manager to copy and paste a POV to another sheet in a workbook, or from one workbook to another if the data source is exactly the same for both workbooks.

Note:

In this procedure, you will work with saved private connections. As a best practice before you begin, ensure that you have created a saved privated connection (also referred to as a named connection), as described in Saving Connections as Private Connections.

To copy and paste a POV:

1. Open all workbooks that you plan to work with.
2. Set the active connection for the sheet by selecting Connections, then Active Connections, and then select the check box next to the connection name.
   If you do not see the connection name in the Active Connections list, then select Connections, then Named Connections list and then select the check box next to the connection name.
3. From the Smart View ribbon, select Function, and then Manage POV.
4. In the left pane of POV Manager, expand the Active or Saved node, and then select the application connection that you want to copy.

   Note:

   You may copy the POV from the Active node and paste it on a blank worksheet under the Saved node.

   Likewise, you may copy a POV from the Saved node and paste it to the Active node.

5. Optional: From the POV Manager, click Member Selector, and then select members for the POV (described in Selecting Members for the Default or Background POV), and then save the workbook.

   Note:

   You may make changes to a POV under the Saved node, but the changes will only take effect in the sheet where you paste the changed POV, and not in the sheet where you changed the POV.

6. Select the POV under the Active node or any POV under the Saved node, and click the Copy button.

   The Copy button is enabled only when a POV under Active or Saved is selected.

   Remember, a POV can be copied from the Active node and pasted to a blank worksheet on the Saved node; or copied from a Saved node and pasted on the Active node.

7. In the left pane of the POV Manager, expand Active, or expand Saved to select the workbook and worksheet (which must be blank) that you want to paste the POV into.
8. Click Paste.
9. Refresh the worksheet containing the copied POV.

   If the worksheet remains blank after the Refresh, see step 2 to set the active connection for the sheet, the click Refresh again.