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How to Combine Datasets

Multiple datasets are combined using the Reporting Datasets or Combined Datasets feature. These functionality combine two or more datasets, and associated components. The combined dataset will not reflect which dataset that a component originated.
To Combine Datasets:
  1. In Administration >
    Manage Datasets
     >
    Datasets
    .
  2. Click
    Add
     to add a dataset.
    The Add Dataset wizard appears.
  3. Type a
    Name
    .
    • The Dataset Name is user-defined and can be any combination of alpha-numeric characters, including spaces, up to 60 characters.
    • You can edit the Dataset Name.
    • The dataset name appears in My Datasets, Review & Edit and report headers.
  4. Select the dataset Type:
    PROV
    ,
    EST PYMT
    .
    • PROV
       - Provision Dataset: Create Provision datasets to calculate the tax provision.
    • EST PYMT
       - Estimated Payment Dataset: Create Estimated Payment datasets to calculate the current liability.
  5. Select a
    Fiscal Year
    . By default, the current year appears in the Fiscal Year field. You can type a year or select a year from the drop-down list.
  6. Select a
    Fiscal Period
    . For example, you can select FY - FY: full year. The Fiscal Period defines whether the data in a dataset represents a month, several months, a quarter, or a year. You can type a year or select a year from the drop-down list.
  7. Type a
    Group Rate %
    . The Effective Tax Rate report uses the group rate as the statutory rate to which the provision reconciles.
  8. If required by your administrator, type the
    Case #
    .
  9. Choose
    Combine
     for the dataset Transaction.
  10. Click
    Tags
     or
    Classes & Subclasses
     to Apply the reporting functionality for the dataset.
    • Using tags or classes/subclasses, in Data Entry Introduction pages, lets you indicate the source of your data for review purposes.
    • Using tags or classes/subclasses lets you keep track of your data entry amounts by tag or class/subclass.
    • If you want Tags applied to the dataset, select
      Tags
       for the combined dataset.
    • If you want Classes & Subclasses applied to the dataset, select
      Classes & Subclasses
       for the combined dataset.
  11. Select a dataset in the Prior Period Dataset drop-down list. The selected value will be the default value for the comparison dataset in the Unit Comparison Report within Reporting.
  12. Select
    Yes
    , if the dataset is a Read Only dataset. Otherwise, the default is
    No
     and information can be entered into the dataset.
  13. Click
    Next
    . The
    Combine Datasets
     screen appears.
  14. Select a dataset from the
    Beginning Dataset
     drop-down list.
  15. Select the datasets that you want to combine from the list of available datasets.
  16. Select a dataset from the with Ending Rates from drop-down list.
  17. Select
    Security Access
    , if desired.
  18. Click
    Next
     and a note appears explaining how the combined datasets are calculated.
  19. Click
    Done
    .
note
If you attempt to create a duplicate dataset, a message appears stating "A dataset or reporting dataset with the name you are updating to already exists. Please specify a unique name."

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision