Inserting a table based on a Decision view

Inserting Decision views into a table works as follows for Microsoft Word:

  • Dimensions displayed in the title bar are included in the table title.
  • Dimensions that are not displayed are not transferred to the document.
  • Tables are created using a Microsoft Word Rich Text Content Control to link a table and a table title.
  • The Microsoft Word Date field can be included in the Content control footer to indicate when the table was refreshed from the Decision source.

Inserting Decision views into a table works as follows for Microsoft PowerPoint:

  • Dimensions displayed in the title bar are included in merged cell in the table's first row.
  • Dimensions that are not displayed are not transferred to the document.
  • You should restrict the amount of data in the Decision grid. For example, do not include more than 50 rows.

To insert a table based on a Decision view:

  1. Click the EPM tab.
  2. Click Insert Data.
  3. Select Table.
  4. Optionally, select the Use pre-defined formatting check box. Select this check box to use the formatting defined in the view or report. If this check box is not selected, the data is brought in with no formatting. You can then format the table in the document. The customized formatting in the document is preserved when you refresh as long as this check box was not selected.
  5. Select the data source. The data source list includes all view databases defined in Manage Data Sources and all Application Studio repositories.
  6. Select a Decision view.
  7. Click Show data to preview the selection.
  8. Click OK.