Consolidating Data

You can run consolidation from data grids or the Process Control pane, or you can use the Task Automation functionality to automate the process. You can access the consolidation options from the shortcut menu of any parent entity in a data grid. When you select a parent to consolidate, all descendants of the parent are also consolidated. If you consolidate data for a period and the data for prior periods has not been consolidated, the data for the prior period is also consolidated.

To use the Consolidate option, 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.

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. Open a data grid and 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.