Run a Consolidation

An administrator has given you the Run Consolidation Tasks access right.

You can run a consolidation at group level if you have Write access to the group.

To run a consolidation, you must define the following items:

• Category

  Choose the type of reported data that you want to consolidate.

• Time

  Select the data entry period in which the amounts were entered.

• Group

  Select the scope for which you want to run the consolidation.

• Execution Mode

  Choose whether to perform a full consolidation or to update a previous consolidation by performing an incremental consolidation.

To run a consolidation, do the following:

1. In Consolidation  Consolidation Monitor, in the scope context area, select the Category, Time and Group dimension members for which you want to run the consolidation.

2. Select the row for the Group or Entity you require and click Consolidate.

3. In the Run Consolidation dialog box, verify the selected dimension members and choose whether to run a full or incremental consolidation.

4. Click OK.

To monitor the progress of your consolidation, click Display Running Processes in the toolbar. The status of the consolidation is displayed in the Consolidation Monitor page.

To reset the status of the consolidation to To Be Executed, select the group or entity for which a consolidation has been run and click Reset in the toolbar. For an example on when to reset the consolidation status, see Consolidation Monitor.