Configure roll forward

When you work with firesys, you should ideally be able to work on your business reports on a long-term basis, and in doing so, prepare your report for the next quarter or financial year. The “roll forward” function can support you with this. You can use it to automatically transfer values that are located in one column in an Excel workbook to a different column after the setup process. You can use this master data to quickly and easily create a basis for additional reports.

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The roll forward function

In the “*Content” menu ribbon, the "Roll forward" group contains all functions that you need for setting up and executing the roll forward function. The central working environment is the roll forward work area. You open and close the work area by clicking on the “Work area” button.

See also

Insert values in Excel
Rolling forward values from the MeetingPoint
Rolling forward case studies

Further contents

→ firesys website
→ Customer area
→ YouTube