Using the Copy Data Template in a Business Rule (Planning and Essbase Block Storage Users Only)

You use the Copy Data template to copy data from a location in the database to another location that you specify.

For example, you may want to use the Copy Data template to create a budget for 2008 by copying your accounts and entities from 2007. In this case, you copy 2007 actuals to the forecast for 2008.

You may also want to copy data if you have a budget version (worst case) and you want to copy the budget data to create a best case version to which you can make changes.

  To use the Copy Data template in a business rule:

  1. Complete step 1 through step 4.

  2. In the Copy Data Template Wizard, on Point of View, select the dimensions and members to which you want to restrict the data copy. Click Next.

  3. On Copy From, do these tasks:

    1. Use the Actions icon to select members for the dimensions from which to copy data.

    2. Click Next.

  4. On Copy To, do these tasks:

    1. Use the Actions icon to select members for the dimensions to which to copy data.

    2. Click Next.

  5. On Clear, specify whether to clear data from the destination before new data is copied to it.

  6. On Optimizations, do these tasks:

    1. If the data you want to copy is not created, select Yes to create these blocks during the Copy Data process. If the data is created, select No.

    2. If you selected not to create blocks, specify whether you are sure the block already exists.

    3. If you select Yes to create blocks, proceed to step 7. If you select No, proceed to step 6.d.

    4. On Copy to Other Info, select a dimension for which you have selected only one member in the previous step. If you cannot find any dimensions with a single member selected, click Back, and select to create blocks instead.

    5. On Options, select one of these options:

      • Are you sure the block already exists? If you select No, the missing blocks are created.

      • Enter a condition for copying data. If you enter a condition, proceed to step 7. If you do not enter a condition, proceed to step 6.f after you complete this step.

      • Enter the percentage to be applied to the copied data (for example, enter 10 for 10%), or enter a member that has the % increase.

    6. On Clear, specify whether you want to clear the destination before you copy the data.

  7. Click Finish.