General information

  • The consolidation method ranges must be defined for the source and destination versions and the ranges must be the same in order to successfully copy ownership data. If the ranges are different or if a range is not defined for a version, the copy process fails with an error.
  • Copy Ownership Data clears the destination version of all data prior to copying the source data.
  • These rules pertain to the period ranges:
    • Only the members of the Period dimension that are within the focus range are copied.
    • Copy Ownership Data can copy data for a partial year (one or more periods) or an entire year, provided the period range is in the same year (it does not span more than one year). For example, you can select January 2010 through December 2010, but you cannot select June 2010 through May 2011.
    • The starting period in any period range must precede or equal the ending period. For example, you can select January to June, but not June to January.
    • The starting and ending periods of both period ranges (source and destination) must be in the same hierarchical level of the Period dimension (for example, all leaf periods or all quarterly periods or all semi-annual periods or all yearly periods). The exception to this rule is P0 (Opening Balance), which is treated as a wild card (P0 can be matched with a leaf or non-leaf period).
    • To simulate the pre-10.0 Copy Ownership Data behavior, use Opening Balance to Total Year as the source and destination period ranges, select different source and destination versions, and select the Include Period Descendants option.
    • The source and destination period ranges must include the same number of periods.
    • If the source and destination versions are the same, then the source and destination period ranges cannot overlap (unless the source and destination years are different). This is because the data slices must be different between the source and destination. For example, you could copy January-March data to the April-June period range, but you could not copy January-March data to March-May (March overlaps in both period ranges). If you wanted to copy January-March data to March-May, you must copy data to a different version or different year.
  • Copy Ownership Data can copy data to different versions, periods, and years. For example, you can copy 2010 Quarter 1 data from the Actual version to either the 2010 Forecast version or the 2011 Forecast version.
  • The only ownership data that is copied is from the two ownership data entry pages (Direct Investor Relationships and Ownership Properties). The consolidation method ranges are not copied. To copy net adjusted data resulting from the Ownership process, see "Copy Financial Data".