Rolling forward case studies

When you use the “roll forward” 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.

<imagemap>Image:EN_Excel_Menüband_Inhalt_Vorrollen.jpg|1200px|center

desc none </imagemap>

General information about rolling forward

→ Go to the detailed description

The “roll forward” 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.

	Definition
	When the “roll forward” function is executed, all worksheets that were defined for the roll columns are rolled forward. You cannot roll forward individual worksheets.

Before the “roll forward” 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.

	Good to know
	So that the “roll forward” function can be executed, firesys also automatically executes the “synchronise values” function to ensure the integrity of your data.

Execute the “roll forward” function

Once you have defined one or more “roll forward” operations in your workbook in the “roll forward” work area, you can use the “Start” function in the “*Content” menu ribbon in the “Roll forward” group to perform the roll forward.

When you click on the button, the “roll forward” operations that you defined are checked for integrity. Provided that no content-related or structural problems occur, the “roll forward” function is executed automatically. Otherwise, the following dialogue box is displayed:

Datei:Excel-Zentralwerte-Vorrollen-ausführen.jpg

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