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: