Calculating Data

You can calculate data from data grids or from the Process Control module.

When you calculate data, calculation rules run for the selected scenario, year, period, entity, and value. In addition, all prior time periods within the same year that were not previously calculated are calculated. For example, if you calculate data for June, data that was not previously calculated for January through May is calculated.

You can calculate contribution values rather than parent values. Contribution values are values added to a parent by a dependent entity. When you select contribution values, this populates the Value dimension members of the current entity without rolling the contribution total up to the parent entity. You can also force calculation to run to generate contribution values.

The Calculate option is available only for cells for which data has changed since the cells were last calculated. You can use the Force Calculate option to calculate cells for which data has not changed. For example, a cells uses a formula that calculates the current period value based on the previous period value. If the value for the previous period changes, you can use Force Calculate to recalculate the current period value.

After you calculate data, the Calculate Data menu option is disabled. If you load or enter new data or metadata, the Calculate Data menu item is reenabled. If the Calculate Data option is not enabled, you can use the Force Calculate option to calculate data.

  To calculate data:

  1. Open a data grid and select the point of view.

  2. Select the cell for which to calculate data.

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

    • To calculate the selected cells, select Calculate.

    • To force calculation to run for all selected cells, select Force Calculate.

    • To calculate contribution values, select Calculate Contribution.

    • To force calculation to run for all selected contribution values, select Force Calculate Contribution.