Editing Prompts in Reports

If the report contains prompts, you can choose to take the default prompts when importing the report, or you can change the prompts.

To proceed with the default prompts, click OK in the Edit Prompts panel while importing the report.

Note:

Before you begin:

• You should have completed steps 1 through 3 in Importing and Working with Fully Formatted Reports.

• Save the workbook if there are changes that you want to keep. The workbook will be closed and regenerated when you edit prompts.

To change the prompts for a report:

1. In the Edit Prompts panel, select the required dimensions from the drop down list.

   For example, in the following illustration, the report prompt type, , is selected for the Entity dimension.

   

   Note:

   Report prompt types are represented by the bar chart icon, ; and Grid prompt types are represented by the grid icon, .
2. Repeat step 1 for each prompt selection that you want to edit, and then click Run Reports to import the report.

   The sheets in the resulting workbook will appear in alphabetical order, just as they were listed in the edit prompts panel. You can manually reorder the Excel worksheets, if required.

3. To edit the prompts in the report after it is imported, in the Smart View ribbon, click Edit Prompts, and then repeat step 1 a for each prompt that you want to edit, and then click Run Reports to import the report.