Data Calculation Exceptions

By default, if data is not provided for a particular period, Planful makes certain assumptions during the data load process when loading data from your source system to Planful. In the example below, values are posted for January, February, and Apr...

This configuration setting instructs the system to take default values for missing data for periods where no entries are posted. Navigate to Maintenance > Admin > Configuration Tasks . Select the DLR Data Calculations configuration....

Access  Data Calculations by navigating to  Maintenance > DLR > Data Calculation Exceptions . This functionality instructs the system, during the data load process, to take default values for missing data for periods where no entrie...

In the left pane, search for an account by code or name. In the right pane, click the Add button to enable the Add - Company with Data Calculation Exceptions page. On this page, select company dimension members you want data exceptions appli...

Lets say you don't want the system to behave as it does by default. You want the system to assume account values based on account type and the type of data you load from your source system. In order to make this happen, you must define data calculat...

Once configuration is complete, specify accounts to apply data calculation exceptions to. Access the Data Calculation Exceptions page by navigating to Maintenance > DLR > Data Calculation Exceptions . The application page is divided into 2...