Periodizing Based on Selected Values

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Periodizing Based on Selected Values

Note! This function is not available in the Clausion FPM Web Client.

You can select the values for retrieving data and periodize a sum based on the weights calculated from the retrieved data.

1.Type the sum to be distributed over the periods in the Periodizable sum column.

2.Click the rows to which you want to apply periodizing with the right mouse button and select Values > Select Values (alternative: Click on the row, go to the Periodizing tab and select values32x32 Values > Select Values).

Tip! You can select all input rows in the template so that you can apply periodizing based on selected values to all of them at the same time: click the template with the right mouse button and select Select All from the pop-up menu (alternative: go to the Periodizing tab and click select-all-rows32x32 Select All). You can also select specific rows by holding down the CTRL key and selecting the rows you want. Note that the selected accounts and/or account components must have the same cumulative setting.

3.Select the values you want to use in periodizing.

Click to open/close expanding sectionOpen the list for values:

•Data type: Select the data type from which data will be retrieved. The drop-down list contains those data types for which you have at least read rights.

•Account: Select the account from which data will be retrieved (all types of accounts can be selected). Accounts that are connected to the selected data type and have the same cumulative setting as the active input account on the sheet are available in the list. If a data type is not selected, all accounts and components with same cumulative setting are available. The currently selected account (when only one account is selected on the template) is shown in the field as the default account.

•Period: Set the period range from which data will be retrieved. When you select a period to the Period from field, the Period to field is automatically updated based on the number of periodizable columns in the input template and the position of the columns. The available periods depend on the input template settings: only periods set as periodizable are included in the list.

•Year: Set the year range from which data will be retrieved. When you select a year to the Year from field, the Year to field is automatically updated based on the periodizable periods and the start period so that it shows the year of the last period. All years included in the system are available.

•Document options: Select the documents or a document series from which data will be retrieved.

•Range: Select a range of documents from the drop-down lists (you can also type directly to the fields).

•Document series: Enter document series. You can add several document series separated by a semicolon. If no documents are selected all documents are included.

•Dimensions: Select values for dimensions. All dimensions available in the system are shown in the dialogue box. You can select the hierarchy for the dimension from the Hierarchy drop-down list. The default hierarchy is the hierarchy selected on the Basic Options tab or defined in the XML file. Units that are connected to the selected data type in the selected year are available in the hierarchy list.

If no option is selected for a dimension, all data for the dimension is retrieved. If the dimension is not connected to the selected data type, the option is disabled. Only units to which the user has at least read access are included in the list.

Note! If the year or data type selections are changed after dimension values have been set, all dimension selections are cleared.

4.If you want to preview the data retrieved with your selections, click Preview. A preview window opens showing the following: currency, account, periods/years (as on the input template and in the retrieved data), values in the used currency per period, and percentage weight for each period. Data can be copied from the window.

5.When you have selected all the values you want to use, click OK in the Select Periodizing Values dialogue box.

The rows for which periodizing based on selected values has been used show the text “Data” in the periodizing pattern column.

Note! Data is also retrieved to locked periods if they are set as periodizable. However, data is not saved for locked periods.

Note! When you use the periodizing function, the period column cells of the row are locked and cannot be modified. If you want to modify the sums manually, you must release the data by removing the periodizing pattern from the row (see Unlocking Periodized Columns).

Note! When you open or refresh a template that includes rows previously periodized with values, the rows are marked with the text “Data“ in the periodizing pattern column. If you change the periodizing sum on these rows, the warning-message icon is shown in the periodizing pattern column indicating that periodizing is no longer calculated to the data columns.

Click to open/close expanding sectionPeriodizing using previous values

If you want to use the latest periodizing calculated from the data, click the row to which you want to apply periodizing with the right mouse button and select values32x32 Values > Use Previous Values (alternative: click on the row, go to the Periodizing tab and select values32x32 Values > Use Previous Values).

Using previous values is possible on the same template as long as the template has not been saved and refreshed or re-opened. Previous values can be used for cumulative and non-cumulative accounts regardless of the type of the account the last periodizing with values was done, and also when both types of accounts are selected at the same time.