In AOI, you can connect to an existing UDEF view or create your own:
Open AOI Administrator
Select Custom View
Choose Create or Existing to create a connection to the view
Choose the database and fill in the details as required (View Definition, Name, Type)
Select Go to save the view
Note - you can manage the existing custom views to see what the machine currently has setup, and whether you would like to delete any.
Assistance in creating the view itself can be obtained by contacting your Account Manager, CSM who can arrange for the assistance of an Access Consultant to be provided. Please be aware that this may be chargeable.
Once the connection to the view has been created, depending on what Type of custom view has been created (Excel or Analytics template), the template should now either appear in the Custom templates section of the Setup Update Template or within the available Analysis Type list for Access Analytics templates.
Open Excel
Go to the Access tab and select either the Access Analytics or the Excel Setup Update Template
Select the database and choose the Custom View/Template
Continue the process as standard