Consolidating Data

Data source types: Oracle Hyperion Financial Management

Consolidation is the process of gathering data from dependent entities and aggregating the data to parent entities. To consolidate data, you must have security access rights to the data and you must be assigned the Consolidate security role. To Consolidate all data, you must be assigned the Consolidate All security role.

To consolidate data:

Select a cell or range of cells for which you want to run consolidation.
From the data source ad hoc ribbon, select Consolidate, then select one of the following options:
- Consolidate to consolidate data for the selected entities.
- Consolidate All to consolidate data for all entities, whether or not they contain data
- Consolidate All With Data to consolidate the selected entities only if they contain data.
- Calculate Contribution to calculate contribution values of all dependent entities.
- Force Calculate Contribution to force calculation to run for all selected contribution values.