Consolidating Data

You can consolidate data by selecting cells in data grids on which to run consolidation. To use Consolidate, you must be assigned the Consolidate security role. To use Consolidate All, you must be assigned the Consolidate All security role. To use Consolidate All with Data, you must be assigned the Consolidate All with Data security role.

You consolidate data from data grids, and also consolidate data from the Process Control panel on the Web.

When the consolidation process is complete, the status of each successfully consolidated entity changes to OK.

Note:

If the consolidation process is running for the selected entity, the system displays a warning message when an overlapping consolidation is launched.

  To consolidate data:

  1. Select the point of view.

  2. Select a cell for which to run consolidation.

  3. Right-click and take one of these actions:

    • To consolidate the selected entity, select Consolidate.

    • To consolidate all selected entities, regardless of whether they contain data, select Consolidate All.

      Note:

      Consolidation is run for all cells in the current scenario, year, period, entity, and value.

    • To consolidate all selected entities that contain data, select Consolidate All with Data.