Consolidating Data

Consolidation is the process of gathering data from dependent entities and aggregating the data to parent entities.

Data source types: Oracle Hyperion Financial Management

Before you start:

• To use the Consolidate option, you must have security access rights to the data and you must be assigned the Consolidate security role.
• To use the Consolidate All option, you must be assigned the Consolidate All security role.

To consolidate data:

1. Select a cell or range of cells for which you want to run consolidation.
2. From the data source ad hoc ribbon, select Consolidate, then select one of the following options:
   • Consolidate to consolidate data for the selected entities.
   • Consolidate All to consolidate data for all entities, whether or not they contain data
   • Consolidate All With Data to consolidate the selected entities only if they contain data.
   • Calculate Contribution to calculate contribution values of all dependent entities.
   • Force Calculate Contribution to force calculation to run for all selected contribution values.