How can you provide users with a non-interactive TM1 Excel Input Templates to make data loads easier?
Below are steps to walk you through the process.
- Create View (Perspectives Server Explorer) –
a. Use subsets to select only detail/input items
b. Ensure the Hierarchy/Node dimension(s) is a title dimension - Slice View to Excel
- Select the Print Report Wizard
On the following Screen:
a. Select Dimension(s) to be used to create sheets
b. Select Single Workbook
Note: Print Multiple Workbooks works well as a method to create individual reports
On the following Screen:
c. Save as Excel File
d. Create a Snapshot
4. Use Excel Functionality to Group Sheets
5. Create DBSW formulas
6. Hide DBSW Formulas
7. Save each Excel Sheet as its own File
8. Send to Users
9. [Upon Receipt of User Template] Open Template in Perspectives – F9
Contact us at Sales@LodestarSolutions.com for more information.
How do we print this report for Distribution?
Thanks for reading and commenting! What you can do is use Excel print functionality to physically print the report. Should you need any further assistance or have more specific questions, feel free to contact me at Sales@LodestarSolutions.com.