Define Overall Rule Settings

Hierarchy Type: Select Main Hierarchy unless you are loading data to an Alternate Hierarchy. Member Allow Move: Select to allow parent changes for existing members. Allow Property Change: Select to allow Property Changes (i.e. name, c...

Important! When loading attributes, the leaf name AND code must be included. Member Allow Move - Select this checkbox while loading segment hierarchies to allow Parent Changes for existing members. Note: The Allow Move option is n...

Member Allow Move - Select this checkbox while loading segment hierarchies to allow Parent Changes for existing members. Allow Property Change - Select this checkbox while loading segment hierarchies to allow Property Changes (i.e. name, cu...

Defaults Parameter:  The parameters listed are those available to be included in the data file. Include in Data File: Select Yes to include role in data file. Select No if you do not want the role in the data file. Select:&nbs...

Load Columns Click to open the Load Columns dialog page to select additional columns you want to load. Click a row. Click the Save button. The column will be added to the Data Load Column list. Note: Hold down the control key on your ...

Parameters Scenario:  Select the Scenario for which you want to load exchange rates. Scenarios represent versions of a budget or forecast for a fiscal year and are created on the Scenario  Setup page . If you select a Budget type s...