Spreading Data for Time Periods
In a form, the spreading rules for time periods are set in the web application as part of the dimension property settings.
When you work with a form in Smart View, 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
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Spread values among children and parents proportionally, based on existing distribution
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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)
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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, FY2018 can have formula fill, and FY2019 can have flow.
Notes
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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:
- In the Smart View ribbon, select Options.
-
In the Options
panel, select the Data tab, then
select the Spreading Enabled check box, and then close
the panel.
Complete this step for each form you launch.
Note:
In Chrome on a Mac or on Windows, when launching the Options panel, Data tab, the Spreading Enabled check box is not visible, even if the window is maximized. To view the button, at the top right of the window, click the Maximize/Restore Down button (
/
) until the Spreading Enabled button is
visible. Click or again to restore the window to the size you require (maximized
or resized window).