Consolidating impacted data

  1. Select the consolidation options before running an automatic consolidation.
  2. Right-click an impacted grid cell, and select a consolidation type. Run Auto Consolidation automates the consolidation process by identifying all impacted descendants of the selected member and running the most efficient consolidation, or series of consolidations, for each impacted data slice. An automatic consolidation includes two consolidation types: local and currency. A consolidation status window provides regular updates on the status of each consolidation.
    A currency consolidation is always run for the selected member when:
    • The Consolidation Status Monitor detects ownership data. This ensures the appropriate percentages are applied at each hierarchical level.
    • The percentage of impacted children exceeds the value set for the AutoConsImpactPct parameter in the NonStructure_Params table. The default value is 20%.
  3. Click Refresh.