Dashboard DM – Copy Forecast Periods

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 208.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

See KB article: "Data Integration"

See KB article: "Dashboards"

Dashboard DM – Copy Forecast Periods

When copying data from National to National or National to Local Jurisdictions the logic is mostly the same as for the copying of data in the Actuals scenario TXP_Actual.

For example, DM 10aAdmin FC that copies National to National Group Filer Provision data follows the same steps as noted above for DM 10a Admin.

These are the differences in the forecast scenarios:

• Forecast scenario BR's copy / clear multiple periods based on the No Input Periods. Data will be copied for all periods > the No Input Period.
• From the drop-down box on the POV, select the forecast copy period to display in the cube view.
• Data can be viewed as YTD or Periodic.