Entering Data into Summary-Level Time Periods

In data grids, you can enter data in parent-level members of the Period dimension and distribute it evenly among lower-level periods for Revenue, Expense, and Flow type accounts. For example, you could enter the amount 300 in the Quarter time period that contains the months of June, July, and August. The amount 100 could be distributed evenly among those three months. Asset, Liability, and Balance type accounts distribute the entire amount to the last base period of the summary time period.

After entering the data in the parent-level members, you must submit the data to distribute it among the base periods and to save it to the database.

For blank base periods, when you input data at the summary level, the data is distributed evenly across the periods. If the base periods contain data, the data is distributed proportionally. For example, if the months of January, February, and March list 3, 3, and 4 as the existing data, and you enter 100 in the Quarter1 member, the system distributes 30, 30, and 40 to January, February, and March, respectively.

To enter data into summary-level time periods:

1. Open a data grid.
2. Double-click the cell in which to enter or edit data.
3. Enter a value in the cell and press Enter or Tab.
4. Repeat steps 1 through 3 until you have entered or edited all the data.
5. Click Submit Data to save the data, or click Reset Data.