Create a New Table View for a Data Model in the MDFM

Create a New Table View Walkthrough

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Step-by-Step Instructions

1. To create your own version of a Statement within the MDFM, select the Tables button under the appropriate Data Model.
2. Select the Choose Fields button in the top right-hand corner.
3. Under All Fields, select or deselect the fields you want to include in the view.
4. Click on the filter for Row Fields, Column Fields and Period Fields to select the appropriate information to be displayed.
5. Close (x) the Field Chooser after applying all the necessary changes. The updates to the table have been automatically applied while you were working. 
6. Right click on the table and under View, click Save as...
   • Note: You can also Reset the latest change or Reset back to Default View from here to undo your actions.
7. Create a Name for the new table view and select Default if you wish to have this view be the default when opening the data model's table.
8. Click Ok to save the new View.

You will now see your new automated table appear underneath the Tables menu. To export this table view to excel, select the Export to Excel button in the top right-hand corner of the pivot menu.