Spreading local values

To spread local values:

  1. Open the Sales Top Down Spreading page. Although you can top down spread local values from the view designed to top down spread translated values, we do not recommend it.
  2. Specify leaf values and submit data to the database.
  3. Run a local consolidation to roll up leaf values and to update consolidation member values prior to performing a top down spread.
  4. Specify a value for a consolidation member. For example, Total Year.
  5. Click Perform Top Down Spread to spread the value to leaf members, submit data, run a local consolidation, and refresh the grid.
  6. If any off-grid member is a leaf member, change the member selection to include top-level members and then run another consolidation to ensure all data affected by the top down spread has been fully consolidated to reflect the new values.
    This step may not be required if applications are configured by the administrator to consolidate to the highest level after a top down spread is performed. To verify, contact your administrator.