To Combine Multiple Datasets:

 

1. In Administration > Manage Datasets > Datasets.

2. Click Add to add a dataset.

3. Type a Name.

4. Select the dataset Type: PROV, EST PYMT, or ACTR.

5. Select a Fiscal Year.

6. Select a Fiscal Period. For example, you can select FY - FY: full year.

7. Type a Group Rate %.

8. If required by your administrator, type the Case #.

9. Choose Combine for the dataset Transaction.

10. Click Tags or Classes & Subclasses to Apply the reporting functionality for the dataset.

a.If you want Tags applied to the dataset, select Tags for the combined dataset.

b.If you want Classes & Subclasses applied to the dataset, select Classes & Subclasses for the combined dataset.

11. Select a dataset in the Prior Period Dataset drop-down list.

12. Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and information can be entered into the dataset.

13. Click Next.

14. Select a dataset from the Beginning Dataset drop-down list.

15. Select the datasets that you want to combine from the list of available datasets.

16. Select a dataset from the with Ending Rates from drop-down list.

17. Select Security Access, if desired.

18. Click Next and a note appears explaining how the combined datasets are calculated.

19. Click Save.

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Note: If you attempt to create a duplicate dataset, a message appears stating "A dataset or reporting dataset with the name you are updating to already exists. Please specify a unique name."

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