Viewing the Default Calculation

Power or Contributor user access is required for these steps.

After generating the model, scroll down on the Setup page and you will see that Dynamic Planning has created one default calculation for you, with the same name as the model.

Model > Calculation

• Select the name of your Target model from the Model list box.

• Select that same name in the Name list box. This is the calculation that Dynamic Planning created and it has only one purpose, Aggregation.

• Set Run in Background to Yes.

• To be notified by email of the calculation’s successful completion, type your email address into the Success Notification and Failure Notification fields. When you run the calculation, you will receive email upon its completion.

• Then click Save.

• To aggregate the data, click Run.

• Click Refresh to see the Last Run Status, showing the Aggregation started. When it is complete, clicking Refresh will show the successful completion and the number of seconds elapsed.

• Now your Master/Target model is populated with both leaf-level and parent data, and it is ready to use in Views and Reports.