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Creating Publication Templates for a Planning and Consolidation connectionLocate this document in the navigation structure

Prerequisites

Note
  • You must be granted the right to create a book publication template or you will not be able to save the template.
  • A template is created by default on the first connection used in the workbook. If you want to create a template on a different connection, select Start of the navigation path EPM Next navigation step Book Publication Next navigation step Change Connection End of the navigation path. A template can only apply to reports using the same connection.

  • Choose carefully the names you enter for the publication template, the sections and the report workbook description, as they will appear as the names of the folders if you publish the reports in PDF format.

    • You should not use the following characters, as they are changed into the _ character in the folders and book names: \ / : * ? " < > | & + = ( ) { } [ ] $ %
    • You should not enter a space at the beginning or the end of the names.
    • A section name and a workbook description must be unique within a template. Otherwise, you cannot save the template.

Procedure

  1. Select Start of the navigation path EPM Next navigation step Book Publication Next navigation step New Template End of the navigation path.
    The Book Publication Template dialog box opens.
  2. Enter a name for the template.
  3. If you intend to publish the books in PDF format, select an option in the Add/Replace dropdown list.
  4. You can select a member of the Time dimension using the Variable Time field.
  5. Enter a name for the section.
    The entered name is displayed on the tab of the section.
  6. If you have selected Specify by Section in the Add/Replace dropdown list at the template level, select Add or Replace for the current section.
  7. Select a workbook that contains the reports you want to publish and enter a description for the report workbook.
    Note The workbook you select must contain reports that use the same connection as the template.
    Note When clicking the arrow next to the ellipsis button, the Server Browser is selected by default.
  8. You can select other workbooks and enter a description for them by clicking the green cross icon.
  9. Click Select Dimensions.
    The Dimension Selector opens.
  10. Select the checkbox for a dimension and click the Add button of the area you want. You must add at least one dimension in the Variable Members area. The selection of dimensions for the fixed and the suppressed members is optional.
  11. Click OK.
  12. For each dimension selected, click the button next to it and select the members you want in the Member Selector. You can only select one member per dimension as a fixed or suppressed member.
    Note Once a dimension has been selected, you can select an additional member by clicking the green cross icon.
  13. You can create one or several sections by clicking the Add New Section button and repeating steps 5 to 12.
  14. Click Save.
    Note If the Save button is disabled: check that you have performed all the above steps; check also that the names of the sections and the workbook descriptions you have entered are unique within the template; and check that you are granted the right for creating a book publication template.
    The Save dialog box opens.
  15. Select a format (.xlt or .xltx) and enter a name for the template file.