How to Combine Datasets

To Combine Multiple Datasets:

1.In Administration, click Manage Datasets and then Datasets.
1.Click the plus sign 2014.0 plus sign to add a dataset.
2.Type a Name.
3.Select the dataset Type: PROV, EST PYMT, or ACTR.
4.Select a Fiscal Year.
5.Select a Fiscal Period. For example, you can select FY - FY: full year.
6.Type a Group Rate %.
7.If required by your administrator, type the Case #.
8.Choose Combine for the dataset Transaction.
9.Click Tags or Classes & Subclasses to Apply the reporting functionality for the dataset.
a.If you want Tags applied to the dataset select Tags for the combined dataset.
b.If  you want Classes & Subclasses applied to the dataset select Classes & Subclasses for the combined dataset.
10.Select a dataset in the Prior Period Dataset drop-down list.
11.Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and information can be entered into the dataset.
12.Click Next.
13.Select a dataset from the Beginning Dataset drop-down list.
14.Select the datasets that you want to combine from the list of available datasets.
15.Select a dataset from the with Ending Rates from drop-down list.
16.Select the Security Access, desired.
17.Click Next and the following Notes appear. The notes explain how the combined datasets are calculated.
18.Click Save.

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.

NOTES for Combined Datasets

combined dataset message