Transferring Data

After the Reporting database is deployed, transfer calculated allocation data to the Reporting database for one or more POVs.

All Level 0 data — allocation and genealogy — is included in the transfer.

Note:

The Calculation database must be calculated before the data can be transferred to the Reporting database.

To transfer data to the Reporting Database:

  1. From Task Areas, select Calculate, then Manage Calculation.

    The Manage Calculation screen is displayed.

  2. Select a POV and Layer for the data transfer.
  3. Select the Transfer Data tab to copy the calculated data to the reporting database.

    Use the Transfer Data tab to copy the calculated data to the Reporting database.
  4. Perform one of the following tasks:
    • Click Transfer Later to schedule a date and time to run the transfer. See Scheduling Task Flows.

    • Click Transfer Now to run the transfer immediately.

      Caution:

      Depending on the size and complexity of the model, this operation may take a significant amount of time.

  5. When the data transfer is complete, use Reporting and Analysis tools, such as Web Analysis and Financial Reporting, or Microsoft Excel, to create reports and view results. See About Running Reports for Standard Profitability Models.