Quelltext der Seite Rolling forward case studies

When you use the &ldquo;roll forward&rdquo; function in firesys, various statuses can exist when you execute it.  Users have to take various actions so they can work with the different combinations.


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The "Roll forward" function is a tool with which you can continue to use values that are located in tables. Thus, the values can be used as a starting value for a following quarter, or fiscal year. The values can be inserted by manual entries, by local references or cross-file, by the connection to the MeetingPoint. When the "Roll forward" function is executed, all worksheets for which roll columns have been defined are rolled forward. It is not possible to roll forward individual worksheets. → For a detailed description

Before the "Roll forward" function can be executed, all unsaved changes must first be saved - and it must be ensured that the content and structural consistency of your data is given. This check is performed automatically by firesys. If content or structural problems occur, these must first be detached before the function can be executed. In addition, a key date must exist for the current year in order to be able to roll forward the worksheets. This can be created using Data import or the "Copy key date" function in the Master value manager.


== General information about rolling forward ==
[[General_information_about_the_roll_forward_function|&rarr; Go to the detailed description]]

The &ldquo;roll forward&rdquo; function is a tool with which you can continue using values that are located in tables. In this way, you can use the values as the initial value for a subsequent quarter or financial year. The values can be inserted by means of manual entries, local references or cross-file data through the connection to the MeetingPoint. 


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|Definition= When the &ldquo;roll forward&rdquo; function is executed, all worksheets that were defined for the roll columns are rolled forward. You cannot roll forward individual worksheets. 
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Before the &ldquo;roll forward&rdquo; function can be executed, all changes that were not saved must first be saved - and the content-related and structural consistency of your data must be ensured. firesys performs this check automatically. If any content-related or structural problems occur, they must be resolved before the function can be executed. 


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|Gutzuwissen= So that the &ldquo;roll forward&rdquo; function can be executed, firesys also automatically executes the &ldquo;synchronise values&rdquo; function to ensure the integrity of your data. 
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== Execute the &ldquo;roll forward&rdquo; function ==

After you have prepared your workbook in the "Pre-roll" task pane, you can use the "Start" function in the "*Content" ribbon in the "Pre-roll" group to perform the roll forward.

</p><p>When you click on the button, the &ldquo;roll forward&rdquo; operations that you defined are checked for integrity. Provided that no content-related or structural problems occur, the &ldquo;roll forward&rdquo; function is executed automatically. Otherwise, the following dialogue box is displayed:


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Here you can subsequently enter the missing key dates in the list area under &ldquo;Key dates&rdquo;. You can then use the &ldquo;Status update&rdquo; function to check whether the key dates that were assigned are correct. Click on the &ldquo;Start&rdquo; button to start the &ldquo;roll forward&rdquo; process.


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|Gutzuwissen= The workbook must always be saved before the &ldquo;roll forward&rdquo; process can be started. 
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== Video: Prepare a new or existing table for rolling forward ==


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== Video: Prepare a new or existing table that contains values that are dependent on key dates for rolling forward ==


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== Video: Edit a table that was rolled forward already ==


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== See also ==

[[Datei:Navigation_hoch.svg|link=]]  [[An_overview_of_the_rolling_forward_function|An overview of the rolling forward function]] <br>
[[Datei:Navigation_rechts.svg|link=]]  [[General_information_about_the_roll_forward_function|General information about the roll forward function]] <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Rolling_forward_values_from_the_MeetingPoint|Rolling forward values from the MeetingPoint]] <br>

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[[Kategorie: English-Excel Vorrollen]]