Defining Account Configuration

You can edit the data map to set the properties for each selected account in the source. This defines the values that are used when pushing the data between models.

To define account configuration:

  1. On the Data Maps page, click Configure.

    The Edit Data Map page displays the selected account configuration. On this page you can update Basic Information, Source Selection, Account Configuration.

  2. Click Scenario and select a Scenario for the selected account.

    Note:

    The scenario is used in the data push for the selected account.

  3. Click Value and select a value for the selected account.

    Note:

    The Value defines what data of the selected account to be pushed:

    • Input: Data from Input Value is pushed for the selected account.

    • Output: Data from Output Value is pushed for the selected account.

    • None: No data is pushed for the selected account

  4. Click Time Periods and select a value for the selected account.

    Note:

    The value for Time Periods defines the data from which periods the data to be pushed for the selected account:

    • History: History Period data is pushed for the selected account.

    • Forecast: Forecast Period data is pushed for the selected account.

  5. Click Cell Text and select a value for the selected account.

    Note:

    The value for Cell Text defines the cell text from which cell text to be pushed for the selected account:

    • Scenario: The cell text for the Scenario cell is pushed for the selected account.

    • Time Series: The cell text for the time period cells is pushed for the selected account.

    • None: No cell text is pushed for the given account.

  6. Click Done.

You can do the following actions in the Account Configuration:

  • Click Add Accounts plus icon, this lists the Accounts page. Select the required accounts and click Select to add accounts.

  • Click Delete Row Delete a row: Select the row to be deleted and click the Delete Row button.

  • Click Copy Row(s) copy a row: Select the row to be copied and click the Copy Row button.

  • Click Paste Row(s) paste row: Click on the grid and click the Paste Row button.

  • Click Delete Invalid Entry Delete invalid entry: Click to delete invalid entry.

  • Click Find Find icon: Click and enter the word for search.