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Assign Datasets

The Available Datasets and Assigned Datasets for a selected user appear on the Datasets page. You can assign and remove datasets for a user to maintain the users access to datasets. For viewing purposes, you can change the page view by selecting
Horizontal
 or
Vertical
 from the drop-down list in the top right corner.
To assign the Datasets:
  1. Select the dataset in Available Datasets.
  2. Select the arrow to add the unit to Assigned Datasets.
  3. Select
    Save
    .
To remove the Datasets:
  1. Select the dataset in Assigned Datasets.
  2. Select the arrow to remove the unit.
  3. Select
    Save
    .

Dataset Details

The following Dataset Details allow you to view the properties of the dataset.
  • Name
  • Read Only
  • Fiscal Year
  • Fiscal Period
  • Type
To Filter the dataset details:
  1. Select the header row for the column you want to filter.
  2. Select the arrow and then select the filter criteria.
  3. Select
    Filter
    .
To remove the Filter:
  1. Select the header row for the column you want to filter.
  2. Select the arrow and then select the filter criteria.
  3. Select
    Clear
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision