Use Template Workbooks for Performance Improvements

When you're filtering data in workbooks using subject areas, you can use template workbooks as a starting point to incorporate the most useful filters for a particular subject area.

The templates are organized by pillar and content category, and are precisely named based on the primary subject area that the workbook references.

1. From the Catalog, navigate to /Shared/Oracle/pillar_name/Template Workbooks.
2. Open the template workbook that uses the subject area you're analyzing.
   For example, navigate to Shared Folders/Oracle/Fusion HCM/Template Workbooks/Performance Management and Check-Ins and open HCM - Performance Management.
3. Click Edit, then click Save As, and enter a descriptive file name to work with an independent copy of the template.
4. Delete the text and images, and any filters you don't need.
   Both workbook filters and dashboard filters are included in the template examples. You'll likely only need to keep one type.
5. Use the new workbook based on the template to build your analysis.