L10 entering data using data grids

10
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Entering Data Using Data Grids

Overview
At the end of this lesson, you should be able to:
• Access data grids
• Create data grids
• Enter, save, spread, and calculate data in data grids
• Enter cell text and line item detail
• Retrieve data from Financial Data Quality Management

Data Grids Overview
Use data grids to enter, view, or edit data manually in Financial
Management.
Enter manually View Edit

Accessing Data Grids
Manage Documents button
Select a grid

Creating Data Grids
New Data Grid button

Changing Grid Layout and Display
Click the Grid Settings button.

Selecting Members for Dimensions
Click to select members for point of view dimensions.
Click to select members for rows and columns.

Selecting Members for Rows and Columns
A row or column
is displayed on
the grid for each
member that you
select.

Selecting Members Through Member Lists
The member list displays the children of Gross Margin.

Saving Data Grid Settings
Private data grids are displayed in the
Documents list of the users who created them.
Click the Save Settings button.

Entering and Saving Data
Saves data Refreshes data, discarding unsaved changes

Filling Multiple Cells

Spreading Data
You can spread data from summary periods to base periods.
Click the Submit Data button.2
Enter the
amount in
summary
time period.
1

Calculating Data
Sales = UnitsSold * Price
Right-click a cell to access the Calculate option.

Adding Cell Text and Custom Documents
Select to attach a custom
document.

Adding Line-Item Detail
Adds a new
row

Retrieving Data from FDM
• You can drill back from data grid cells in Financial
Management to FDM.
• Source documents for data are archived in FDM.

Summary
In this lesson, you should have learned to:
• Access data grids
• Create data grids
• Enter, save, spread, and calculate data in data grids
• Enter cell text and line item detail
• Retrieve data from Financial Data Quality Management

L10 entering data using data grids

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