Flow-Through Factors

Flow-Through is used to transfer a percentage of data from one unit to another and helpful for partnerships. To enable Flow-Through, an appropriate License Code and License Key are required.

On the Flow-Through page, you can define the Source and Target relationship, the "Flow-Through Profile", what percentage, and an elimination.

 

Flow-Through Targets

1.For the "Source Unit":
In the "Control Center", select the Dataset and then the Unit.
2.For the "Target Unit":
a.In "Data Input", select Federal, Unit Details and then Properties.
b.Select Flow-Through.
c.Select the empty cell for "Target Unit" and then select the Unit.
3.Select a Profile and then a Factor.
4.Click Create Auto Elim? to create an elimination.
5.Type a Profile Comment, if desired.
6.Click Save.
7.In "Data Input", select Dataset and then Calculate Flow-Through Factor Results.

 

2014.0 unit properties flow through targets

 

Flow Through Sources

For the "Target Unit":

1.In the "Control Center", select the Dataset and then the Unit.

For the "Source Unit":

a.In "Data Input", select Federal, Unit Details and then Properties.
b.Select Flow-Through.
c.Select the empty cell for "Source Unit" and then select the Unit.
1.Select a Profile and then a Factor.
2.Click Create Auto Elim? to create an elimination.
3.Type a Profile Comment, if desired.
4.Click Save.
5.In "Data Input", select Dataset and then Calculate Flow-Through Factor Results.

2014.0 unit properties flow through sources

 


Note:  You can "Calculate Flow-Through Factor Results" when you run a report.


For more information, refer to the Flow-Through section.