Dataset data

You can perform these actions using dataset data:

  • Create key combination in the target dataset (TO) if they exists in the source (FROM dataset)
  • Copy data either by using the exact time period or the offset between the two dataset by using the Time Shift feature
  • Copy keys from budget dataset to another budget dataset even if the period type is different
  • Copy data types between blank budget (other term, statistics and forecasts) or budget datasets
  • Automatically aggregate data in the FROM dataset to matching keys and distribute it in the TO dataset

You can create, copy, or delete different types of data with or without keeping existing cell values or setting change marks.

Copy function

The copy function is used to copy data from different levels. The lowest level is from data type to data type and the highest is from dataset to dataset.

The copy function only copies data to matching budgets or data types. It means that missing budgets and data types are not created. However, missing key combinations are created or inserted depending on the aggregation level. They are created as normal key combinations or phantoms.

If the data type in the TO dataset is a read-only data, the data values are not copied.

Create function

The create function is used to create a new dataset, budget, or data type. These conditions apply when creating a new dataset data:

  • New dataset is always based on an existing dataset
  • New budget is always based on an existing budget regarding the budgets key contents
  • New data type is always based on an existing data type regarding the data contents of the data type

If a key combination does not exist, only the keys shared between FROM and TO datasets are created. The other keys in the TO dataset is defined as empty. In this case, there is no distribution because only one record is made.

You can generate a dataset with:

  • No budgets (no keys and no data)
  • One budget with no data type
  • One budget with one data type or all data types
  • All budgets with no data types
  • All budgets with one data type or all data types

You can generate budgets with:

  • With no data types (keys but no data)
  • With one data type or all data types

You can only generate data types from templates which are data copied from one data type to a new data type.

Delete function

The delete function is used to delete datasets, budgets, and data types. This function deletes all data in the selected level.

If you use the delete function, you must consider these conditions:

  • Deleting a dataset also deletes the associated Favorite Views, Scoreboards, and so on to the dataset.
  • If the last data type in a budget is deleted, the budget is also deleted.
  • If the last budget in a dataset is deleted, a warning message is displayed confirming to delete the dataset.
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