Update Business View Profiles

Platform Data Sharing customers can modify business view profiles, like updating the designer GL profiles.

Note: This feature is currently available to admin users with the beta features checkbox enabled in the Spreadsheet Server Settings panel.

Follow these steps to edit a profile:

1. From the Spreadsheet Server ribbon, navigate to Options > Settings.
2. In the Spreadsheet Server Settings panel, select GL Reporting > Edit BV Profile.
3. Enter the admin password and click OK. The BV Reporting panel displays.
4. Click Browse and select the business view (BV) profile from File Explorer.
5. Update the required fields in the following tabs:
   1. Balance – Displays the balance properties of the profile.
   2. First Level Drilldown – Displays the list of columns to include in the Drill Down panel alongside the mapping from the parent to child business view.
   3. Ad Hocs Drilldown – Displays the list of columns to include in the ad hoc level drill down and the subsequent parent-child mapping.
6. Once done, click Save.
7. In the confirmation prompt, click OK.

Note: You can create a new profile by editing an existing profile and renaming the file in the Browse BV Profile field. It will be available in the saved path.