Setting up writeback

Writeback enables users to change numbers in the grid, and write those numbers back to the data source. It only writes to the data source the cells that changed. In general, the data is written back in a single transaction; if any cells cannot be written back, then none of the cells are written.

  • Making a member writable does not guarantee that the user actually has permission on the data source to change those members.
  • A cell is only writable if it is the intersection of writable members (on-grid and off-grid). Calculated members (Decision calculator) can never be writable.

You will not be able to write back a 0 value to your database if you use 0 as your missing value. To writeback 0, change the missing value string from 0 to something else.

  1. On the Dimensions tab, in the Writeback group, click Enable.
  2. Click the dialog box launcher to open the Member Selection dialog box where you can select the members for writeback. At least one member from each dimension must be selected for writeback. The only cells that will actually be writable are the ones at the intersections of members selected for writeback. You can select multiple members using the standard Windows key combinations of Ctrl+click and Shift+click.
  3. Optionally, click All Leaf Members to automatically enable writeback for these allowed members:
    • Currency dimension: Local
    • Exchange Rate Set dimension: Untranslated
    • Adjusted State dimension: Reported
    • Accumulation Method dimension: Periodic and Year-to-date
    • Period/Year dimensions: all leaf members
    • Version and flat Custom dimension: All members
    • Unit dimension: all leaf members selected as Self, excluding Ownership and Elimination units
    • Schedule dimension: All lines with Formula Type of Data Entry in the Architect selected as Self
    • Hierarchical Custom dimensions: Leaf members through relationships with parent members, if allowed

    For optimal performance, you should limit members in the Unit and Schedule dimensions using the allowed member capability. The writeback selection marks members in these two dimensions as Self.

  4. Optionally, click the Data and Formula Accounts button to enable writeback for all allowed schedule lines with a formula type of Formula and Data Entry. All other dimensions are marked as described for All Leaf Members.
  5. Click Save Changes

The All Leaf Members and Data and Formula Accounts options reset writeback for all dimensions to the members described. Any previous writeback settings are not retained.