Calculations

Copy datasets

You can copy a dataset for multiple reasons, including:
  • to make amendments to finalized calculations.
  • to add or remove entities for analysis without changing the group structure in Entity Manager.
  • for testing purposes.
Use the following steps to copy a dataset.
  1. On the Calculations Management Screen (CMS), tick the checkbox to select the dataset and select
    Copy
     on the toolbar.
  2. On the Dataset Properties window, specify the period
    start dates
    ,
    end dates
    , and
    purpose
    . Select
    Next
    .
    note
    If you don't enter a new name, the original dataset will have
    Copy of
     added to the name.
    Editing the
    start dates
     and
    end dates
     can impact the calculations if the group structure changes within the new start dates and end dates.
  3. On the Entities window, select or clear entities as needed and select
    Next
    .
  4. On the Templates window, assign templates to new entities.
    note
    You can't change the assigned template for an existing entity within the dataset.
  5. Select
    Finish
     to complete the editing process or select
    Next
     to add optional sheets.
  6. On the Sheets window, select all optional sheets relevant to the template selected and transfer the selected sheets. Then, select
    Finish
     to include these sheets in the calculations being created by default.

This article applies to:

  • PRODUCT: ONESOURCE Trusts