Copying Notes

In the Notes Manager, you can copy one or more Notes to another POV dimension selection.

For example, you can copy Notes created for all Departments in Q1 to Q2, to use as a starting point for entering Notes in Q2. You specify the destination POV selections for the copied Notes, you can select one or more members, Substitution and User variables, Lists, and member functions for each dimension in the destination POV.

To copy one or more Notes, perform these steps:

  1. From the Narrative Reporting Home page, select notes icon

  2. In the Notes Manager, select a Note Template to copy Notes for.

  3. Either:

    • Select a single Note, then click Actions icon, and then select Copy.

    • Select multiple Notes, then click Actions icon, and then select Copy.

  4. In Copy Notes dialog, check the Source POV to ensure that it reflects the correct Notes that you want to copy.

  5. In the Target POV, click on the desired POV dimensions to open the Member Selector dialog to define a target POV. You can select one or more members, Substitution and User variables, Lists, and member functions. Click OK to copy the Notes from Source POV to the Target POV.

    Note:

    If there are already existing target POV for the selected Notes, then you may either select Skip or Overwrite.

    • If you select Skip, then you are ignoring the notes that are having a conflict.

    • If you select Overwrite, then you are replacing the existing note with the latest.

  6. Click OK to continue.

In the following example, the selected Notes will be copied from the selected and Source and Target POVs. The remaining dimension POVs remain fixed.

Table 10-2 Source and Target POVs

Dimension Source POV Target POV
Fiscal Calendar Dec Jan
Years FY17 FY18
Entities Total Entities Children of Total Entities (Inclusive)

notes copied from the selected source and target POVs