Balance Sheet Case Study Task: Copy the Layout Table to Create a Second Table

Note: You can access an existing layout that was created for the One View Financial Statements feature only by using the Manage Layout option on the Work with Statement Definition form. If you exited the Layout Editor after you completed the last set of steps and need to re-access an existing layout, see Balance Sheet Case Study Task: Accessing an Existing Layout.

To copy the layout table and create a second table in the layout, complete the following steps:

  1. Select the table in the layout.

  2. Click the Copy icon on the toolbar.

  3. Place your cursor below the original table and above the page footer, and then click the Paste icon.

  4. Click the Save icon to save your layout.

Caution: If you need to exit the BI Publisher Layout Editor, do not click the Sign Out icon or you will log out of the server. Instead, click the Close icon (the X in the upper right corner of the window) to exit the window.

After you complete the steps in this task, your statement layout should look like the following image:

Balance Sheet by Business Unit: Table Copied