The periodizing function is used for distributing a sum over several periods in an input template. Periodizing can be done based on a periodizing pattern or selected values. Users that have rights to the Periodizing Patterns management task, can create common periodizing patterns which are available to all users, as well as their own periodizing patterns that are only available to themselves.
A periodizing template must include:
•Column for the sum to be periodized in the Excel sheet, and the settings for it in the XML definition file. Note that a numerical extra field must be defined (in Data Types) for the sum to be periodized.
•Column for the periodizing pattern in the Excel sheet, and the settings for it in the XML definition file. Note that free text entry type extra field of text format must be defined (in Data Types) for the periodizing pattern.
•Data columns to which the sum will be distributed in the Excel sheet, and the settings for them in the XML definition file. Note that the data column must be periodical (datacolumn > datafield > numeric period = "periodical").
Periodizing based on values from data works correctly only if the periods in the input template are in chronological order (the earliest period in the left-most column). When using a periodizing pattern, the columns can be in any order. Note that it is not necessary to use the periodizing function in a template even if the template contains it. The figures can also be entered directly to the period columns.
For more information and examples about the parameter settings in the XML definition file, refer to the description of the periodizing parameter in Clausion Financial Performance Management Input and Report Template Parameters.
Location: Periodizing Patterns The periodizing function is used for distributing a sum over several periods. Periodizing can be done based on a periodizing pattern or selected values. If you have rights to the Periodizing Patterns management task, you can create common periodizing patterns which are available to all users, and also your own periodizing patterns that are only available to yourself. Each user can view the common and their own periodizing patterns, but not periodizing patterns created by other users for their personal use. For more information about managing periodizing patterns, see Managing Periodizing Patterns. |
After adding new periodizing patterns to the system, you must update the periodizing pattern drop-down list in the input template before the new periodizing patterns become available. Go to the Periodizing tab and click Note that this does not update weighting factors that have been modified when the input template was open. To update the weighting factors, open the input template again, or click Note! If weighting factors are changed for a periodizing pattern that has already been used in an input template, the figures saved to the database are not automatically updated. The data must be saved again for each unit that has used the changed periodizing pattern. |
