In Administration > Manage Units > Unit Sub-Consolidations you can create and maintain sub-consolidations.

To add a new Sub-Consolidation:

1.Type a Code and Display Name.

2.Click the Display Name same as Code option for the display name and code to be the same.

3.Click the Sub-Tier of option and select a dataset that you want the sub-consolidation to be a sub-tier of.

After you have created your sub-consolidations, assign them to units and datasets.

 

To import a new Sub-Consolidation, complete the appropriate fields on the #CSC# SubConsolidations sheet in the Import Categories template.

The #CSC# worksheet lets you:

1. Create sub-consolidations.

2. Define the relationship between Tier 1 and Tier 2 sub-consolidations.

3. Assign sub-consolidations to datasets.

Additionally, you can create a sheet named #CSC2#, which lets you create and populate multiple sub-consolidations for a unit. Column A will have the Unit Code and Columns B through IV will have the CSCs in which the unit is included.

The #CSC2# worksheet assigns sub-consolidations to units.

1. For Unit Code column, enter the unit code.

2. For the SubConsol Assignment enter the Name (Display Name).

Existing unit designation in a CSC is replaced, not appended, when the #CSC2# is imported. This sheet does not export when categories are exported and is not in the standard template for import categories.

 

Description

The name is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.

•You can add, edit, copy, and delete sub-consolidations, as needed.

•You can edit an existing Sub-Consolidation Name.

•You can edit the user-defined Display Name.

•You can lock/unlock Sub-Consolidations by selecting them and clicking the Lock selected Subconsolidation option.

•You can create an unlimited number of sub-consolidations.

•You can delete sub-consolidations.However, use care because they are not recoverable.

• CSC Sub-Consolidations have specific naming requirements.

•You can filter the list by selecting filter button.

•The Sub-Consolidation's Name appears in the header of the sub-consolidation's report.

•In Review & Edit > Sub-Consolidations, you can see the Sub-Consolidation's Name and the number of units included in the sub-consolidation.

 

Note: To see your Sub-Consolidations in the Review & Edit page, you must add the dataset to My Review List in My Datasets.