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.