Additive datasets are used to layer datasets from the same period together so that results are seen in a single dataset view. They are ideal when there are different types of data for a specific period that needs to be both isolated and combined with other data for the same period.
To create a Reporting Dataset:
1. | In Administration, select Manage Datasets and then Reporting Datasets. |
2. | Type a name for Reporting Datasets. This name must be unique and cannot be the same as a Dataset name. |
3. | From Type, select Additive. |
5. | In the Reporting Dataset Name list, choose the Reporting Dataset. The reporting dataset will then be highlighted. |
6. | Select the appropriate datasets in the Datasets Represented in Reporting Datasets drop-down list. |
8. | To view the Reporting Dataset, in the navigator you will need to select Reports. The Additive Reporting Dataset is now available in the Control Center drop-down list. The Type will appear as Add for a Additive Dataset. |
9. | Select the Additive Reporting Dataset from the Dataset list. |
10. | Choose a report to view the data. |
Additional Additive Dataset Information
• | Additive reporting datasets can be used to view: With and Without Stat to GAAP, Current Year Only to With Adjustments for Prior Years True-Ups, and Without Tax Contingencies to Financial Basis reporting. |
• | The reporting dataset can have as many datasets as necessary as long as they have the same year and period. |
• | The rates and balances within each dataset do not change and the reporting dataset shows the net impact of all the datasets in the reporting dataset. |
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