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Consolidation Sheet How-To Guide

Create Consolidation Sheet

  1. Navigate to the Functional Area and click the Add icon beside it, or click on the functional area and move to the Catalog tab. Click on Add Sheet in the row containing the functional area.

  2. In the Sheet Details pane, navigate to the Dimensions tab. Add the mandatory dimensions (Time, Version, Entity, Partner Unit, Group, Dataset, Account, and Flow) and any other dimension from the same space by clicking Add Dimension. Check the box beside the required dimensions in the popup and click Okay. The dimensions will appear in the Dimensions pane and in the filter layout of the sheet details. Check the Consolidate Data in Sheet option.

  3. Drag and drop dimensions to Rows/Columns and apply selection.

  4. Publish the sheet by clicking Create Sheet.

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