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, Options, Selection, and Account Configuration.

2. For Account Configuration, click Scenario and make your selections for the selected account.

   Note:

   • These selections are used in the data push for the selected account.

   • For scenario rollups you will see the Business Case column in place of the Scenario column. The Business Case column displays the default option Any and this option is not editable. This is because the account configuration for the data movement is applicable for all the business cases in the current scenario rollup. The exact business cases for which the data movement happens will be determined at runtime based on your business case selection.

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 , this lists the Accounts page. Select the required accounts and click Select to add accounts.

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

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

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

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

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