Copying Data

You can copy input and derived entity and account data from a scenario, year, and period, or group of periods to a destination (provided that the destination is not locked). The frequency of the source and destination periods must be the same. If you copy a list of periods, the number of source and destination periods must be the same. To update values, you must reconsolidate after you copy the data.

Note:

If you select multiple periods from which to copy the data, the number of destination periods must be the same. Regardless of whether you copy data from one period or multiple periods, the frequency of the source and destination periods must also be the same.

You can also define a factor by which to multiply the data that you are copying. The source amounts are multiplied by the factor before the data is copied to the destination. For example, you can increase data values in one scenario before you copy them to another scenario. The multiplication factor that you define is not applied to system accounts.

You must also consider any business rules you created and loaded that may affect the account data; for example, a rule that can be used to calculate an account in one period but not in another period.

You can specify how data is copied into an application. You can select to merge, replace, or accumulate the data. Copy options are the same as data load options. See Load Methods.

You also specify a log file, which stores information about the copy process; for example, the start and end times for the copy process and access violations.

Web Procedure

  To copy data:

  1. Open the application from which to copy data.

  2. Select Browser View.

  3. In the view pane, expand Tasks and select Data Tasks.

  4. Select Database Management and select Copy Data.

  5. For Source, select a scenario and year, and a period or a range of periods from which to copy data.

  6. For Destination, select a scenario, year, and the same number of periods to which to copy data.

  7. For Copy Members, select the entity and account members from which to copy data.

  8. In Options, from Mode, select an option:

    • Merge to overwrite data in the destination scenario

    • Replace to replace data in the destination scenario

    • Accumulate to add data to data in the destination scenario

  9. From View, select YTD or Periodic view.

  10. For Value Dimension, select one or both options:

    • Entity Currency to copy the data in the EntityCurrency member of the Value dimension

    • Rates and System to copy data from system accounts

  11. For Factor, enter a factor by which to multiply the data that you are copying.

    Note:

    The factor that you specify is not applied to system accounts.

  12. Optional: Select one or both options:

    • Copy Cell Text to copy cell text

    • Copy Derived Data to copy derived data

  13. Optional: To store the copy information in a log file, select Enable Detailed Logging.

  14. Click Copy Data.