Using the Copy Data Template

Use the Copy Data template to copy data from one location in the database to another.

For example, you could use the Copy Data template to create a budget for 2015 by copying the values for your accounts and entities from 2014. In this case, you would copy the 2014 actuals to the forecast for 2015. You could also use the Copy Data template to copy budget data from a "worst case " budget scenario to a "best case" scenario, where you can make changes.

To use the Copy Data template :

  1. Create or open a business rule or a template.
  2. Do one of the following:

    • For a graphical rule or template, under New Objects, select Copy Data, and then drop it into the flow chart between Begin and End.

    • For a script rule or template, expand System Templates, then select Copy Data, and then drop it into the desired area in the script.

  3. Enter the requested information in the Copy Data Wizard.

Table 5-2 Copy Data Wizard Steps

Steps Explanation
Information Describes the function of the template.
Point of View Define the data to copy by selecting one or more members for each dimension. Leave the dimensions that vary for copy from and to empty. You specify these members in the following steps

The following options are available:

  • Click Variable Selector button next to Use Predefined Selection, to select variables to populate all the dimensions with values.

  • Click Member Selector button next to Member Selector, to select members and functions for each dimension.

  • Select a dimension, and then click Select button to select a variable, member, or function.

Copy From Select the members from which to copy data.

Note: Select one member for each dimension. If you do not select a member for each dimension, a warning message is displayed.

Copy To Select the member to which to copy data.
Options Optional: Enter a percentage increase or decrease to apply to the destination range of data cells.

For example, to increase the target data by 10 percent, enter 10, and to decrease the target data by 10 percent, enter -10.

To enter a variable, click Select button. For example, you could define a run-time prompt variable, and then enter the value for this increase or decrease at runtime.