Balance Sheet Case Study: Set Up the Statement Layout in the BI Publisher Layout Editor

You now have all of the OVFS elements that you need to design the layout for your balance sheet statement in the Layout Editor. In this part of the case study, you will:

  • Add OVFS components and elements to the layout.

  • Replace default text and format the statement header.

  • Remove BI Publisher totalling.

  • Sequence accounts.

  • Hide a column on the layout.

  • Remove grid lines.

  • Format the account description text.

  • Format the account balances.

After you complete all of the tasks in this section, your layout will look like the following image:

Balance Sheet by Business Unit Statement: Layout after Formatting Tasks Completed