Creating a Rollup Sequence 

Use

Rollup sequences allow you to execute multiple rollup sequences without having to create and execute separate rollups. You can only create rollup sequences for standard rollups. All necessary information for a hierarchical and export rollup is defined on the Create Rollup <Name>: Header screen.

You can create a rollup with three rollup sequences. Each sequence within the rollup rolls up data from three different sources into three different rollup ledgers. When you execute the rollup, all three sequences will be processed (record by record) in order of sequence number.

Procedure

You are now in the Create Rollup <Name>: Header screen.

  1. Choose Rollup Sequence. The Create Rollup <Name>: Rollup Sequence screen appears.
  2. Under Sequence Definition, enter the following information:

    3. – Name of the rollup sequence set

    With the sequence set, you determine which data should be rolled up for the specific sequence. The sequence set can be a single-dimension or basic set. For further information, see Sets and Rollups.

    – A selection rule, if your sequence set cannot completely define the data to be rolled up

    You use the selection rule to further limit the data to be chosen by the sequence set. The selection rule must conform to Boolean Logic syntax rules.

    – Name of the field movement for the rollup sequence

    Using the field movement, you determine which dimensions will be transferred from the source ledger(s) to the rollup ledger.

    – Enter a name for the rollup ledger.

    When you create a rollup sequence, you can now enter the ledger to which you want to rollup data.

    – Set the Blocked indicator if you want to block the sequence from rollup processing

    – Rollup sequence description

  3. To save the rollup sequence, choose .

You can use the following additional functions on this screen:

To return to the Create Rollup <Name>: Header screen, choose .

To delete a given rollup sequence, choose Sequence.

To choose and edit an object in the rollup sequence (set, rule or field movement), place your cursor on the object and choose .

To check the rollup for errors, choose .

To create a set, choose Create.

To create a field movement, choose a sequence set, enter the field movement information and choose Field Movement.

Additional Processing Functions (Create Rollup <Name>: Rollup Sequence Screen)

Menu Path

Function

Extras ® History

Display change history for the rollup

Extras ® Document Rollup

Document rollup definition and rollup records