Location: Input and Report Templates (task ID: SheetMnt)
Although you can create your own templates from scratch, usually the most practical way of adding a new template is making a copy of an existing one which is similar to the template you want to create. After copying, you can edit the copy. The system includes a set of default input and report templates covering the basic needs for data entry and reporting.
Note! The Clausion FPM installation includes a set of default BW templates and example templates. It is not recommended that you modify these templates, as your modified versions will be replaced by the default templates in the next version update. However, you can copy a default template as the basis of your own template. For detailed instructions for the example templates and their definitions, refer to Clausion Financial Performance Management Administrator's Guide.
1.In the template and folder hierarchy tree, select the position where you want to add a new template or folder. You can add templates and folders under folders, but not under templates. 2.Click Tip! To copy an existing template to be used as the basis of a new one, click 3.From the Template type drop-down list, select the item type: Folder or Template. 4.From the Template position drop-down list, select the position of the template or folder in relation to the currently selected folder. This drop-down list is available if you selected a folder in the template/folder hierarchy tree (see step 1). The possible options are Sub-level and Same level. 5.Click OK. The new template or folder is added to the tree. 6.Select the template or folder in the list and complete the settings: a)In the Name fields, type a name for the template or folder in the languages used in the system (optional but recommended). b)Attach an XML definition file to the template: Click Attach under Files and select the file you want to use with the template. You can attach the same definition file to different templates, but note that if you make changes to the definitions in one template, the changes will not be automatically updated to the other templates. c)Attach an Excel workbook to the template: Click Attach under Files and select whether you want to use an existing workbook or attach a new workbook to the template: •Use existing workbook: Select from all workbooks that are currently in use in the system. You can use the same workbook in different templates. •Attach new workbook: Browse for the file to be attached, or type the path and file name to the Source field. You can change the workbook name. d)Click Add. 7.In the Description field, you can type a description for the template or folder. 8.When completed, click |
and type an ID for the template or folder.
to save the changes.You can drag and drop templates and folders to new locations in the hierarchy. Templates and folders can only be moved under folders, not under templates. You can also move templates and folders up and down using arrow buttons To remove a template from the hierarchy, click |
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.If any errors occur when adding templates and folders, a warning icon and a link is shown in the upper left corner of the Input and Report Templates view. •To view the list of errors and their descriptions, click the link. •To copy the error/warning texts to clipboard, click Clipboard in the Errors and Warnings dialogue box. All errors/warnings in the list are always copied. •The errors and warnings list remains in the view until you clear the warnings. Select the errors/warnings you want to clear and click Clear Selected. To clear all errors/warnings, click Clear All. |
Location: Input and Report Templates (task ID: SheetMnt) 1.Click 2.Select the location where you want to save the definition file or workbook and click Save. |
