Opening dimension tables in spreadsheet mode

You can access and manage all dimensions directly from the Windows or Excel Client editions using the Open Table in Spreadsheet (OTIS) mode.

NOTE: On users with the Cost Accounting administrator role can access and manage the dimensions tables using this method.

To open dimension tables in spreadsheet mode:

1. Click the Quick Launch icon in the Global Navigation Bar.

   

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2. Click either Windows Client or Excel Client.

   NOTE: The only difference between the clients is that the Excel Client includes Excel-based features.

3. In the Main ribbon tab, click Navigation > Explorer.

   

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4. In the Libraries section, click Table Library > !Dimensions.

   

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5. Double-click the dimension table to edit.
6. In the Open Table in Spreadsheet dialog, click OK.

7. Make the appropriate changes in the table.

   IMPORTANT: We recommend that you work closely with your Implementation Consultant or Kaufman Hall Support before making significant changes to any dimension tables.

8. After you finish making your changes, in the Main ribbon tab, click Save.