Spreading Data for Time Periods

Data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

In a form, the spreading rules for time periods are set in the application as part of the as part of the dimension property settings. When you work with a form in Excel, and depending on how the form was set up by the administrator, data values can be spread, or distributed, in several ways:

Spread the value of a summary time period to its base time periods or to the first parent or first child of the parent time period
Spread values among children and parents proportionally, based on existing distribution
Spread values based on the weekly distribution of a quarter, which could be 4-4-5, 5-4-4, 4-5-4, or None (as set up by the budget administrator)
Temporarily lock the values of certain cells while spreading data over time periods (see Spreading Data with Cell Locking)
Spread values for different time periods using a different spreading rule for each separate time period on the same row or column dimension. For example, FY2013 can have formula fill, and FY2014 can have flow.

Notes

You cannot spread data in a summary time period that includes members with mixed currency types.
Excel formulas in child cells are ignored during spreading.

To spread data for time periods:

Open a form.
Select a cell and enter a new value.

The value is distributed according to the rules described in "Adjusting and Spreading Data" in the Oracle Hyperion Planning User's Guide
Click Submit to save the new values.