Copy Data in Financial Consolidation

Role Authorizations control access to the Copy Data utility. For dimension member selection, the source restricts users to selecting members for which they have read or write access. The target restricts users to selecting members for which they have write access. 

To access this feature, add the user to Copy Data under the role authorization Security > Role Authorization > Maintenance > Consolidation > Utility > Copy Data. The system copies data based on the configured open period, so the Target Scenario and period must be part of the Configure open period.

To open the utility and select the model:

1. Navigate to Maintain > Utilities > Copy Data.
2. The Copy Data utility shows the default consolidation model. To select another consolidation model, select the Select Model icon on the toolbar. The system updates the list of source and target dimensions based on the model you select.
3. From the Model dropdown, select the model, then choose OK.

The main toolbar menu is located at the upper right. These are the descriptions of the icons:

Icon	Description
Select Model	The utility selects the default consolidation model. To use a different consolidation model, select the Select Model icon.
Reset	Reset clears all selected members. The selection saves only after you run the utility.
Run	Runs the utility.

The Copy Data utility enables you to select:

• A source intersection to copy data from. 
• A target intersection to copy data to.

1. Specify the source parameters for copying data by selecting the Find icon. 
2. Specify the target parameters for copying data by selecting the Find icon.

• The copy will be performed for all members in that dimension if neither a source nor a target is defined for that dimension.
• The source data is defined by the dimensions in the selected model, such as Account, Audit, Currency, DataView, Date, Entity, Intercompany, Movement, and Scenario.  
• A Source Scenario must always be defined.
  Target Scenario and Target Date must always be defined.
• By default, source is set to All. Target is set to Same as source for all dimensions.
• If a source is defined for a given dimension but a target isn't defined, the target will be the same as the source. 
• You can copy from one leaf member to another in any dimension.
• You can copy from one parent member to another in any dimension, provided the parent members are the same for both the source and target. You can't copy from one parent member to a different parent member. 
• If you define a target, the source must also be defined for that dimension.
• You can also select Other type dimensions, such as Products or Cost Centers, in the source and target.
• The Same as Source option is the default for a given dimension to copy the source dimension's member to the corresponding target. This option is only needed if there's a value in the target that the user wants to delete. 
• After successful execution, the system saves your last parameter choices for future use.
• At least one target dimension member must differ from the source dimension member for you to run Copy Data.

Once you configure all source and target fields, select the Run icon on the toolbar to copy the data.