Roll Forward

Report Authority has a simple roll forward process that clears all numeric values and sets the opening, movement and closing period contexts.

The entire process for rolling forward a report is to:

Update any Excel spreadsheets with the new period’s data (if Excel adaptors are used). We recommend this is done in a new version of the workbook.
Modify the Excel connection to point to the new period’s refreshed Excel workbook(s).
Run the roll forward process described below.
If appropriate, process each variable row template’s import template.

For HFM and Essbase adaptors, the new period’s data should automatically be imported based on the new period’s year and period dimension members as defined in the mapping tables.

Initialising a roll forward

To access this functionality, click the roll forward button in the “Maintenance” ribbon bar:

The following form will appear:

The new report start and end date will automatically be incremented by a year.