About data entry
The
You can enter data informally, just as you would in a spreadsheet, using Ad Hoc Analysis.
You can set up more formal, structured data entry for finance models using templates. You do the same for detailed planning models through detailed planning schedules.
Generally, you enter data at the same time for all accounts in one business unit (data entry by account). This means that a manager can enter all the expense account data for a cost center at once. Alternatively, you can select an account and enter data into that account for multiple business units or dimension members (data entry by dimension).
Example: A marketing manager might use a data-entry screen to enter budgeted prices for all products for which she is responsible.
Typically data entry occurs at the input-level dimension members and is later consolidated upwards into higher-level members. This is referred to as bottom-up budgeting. However, using the top-down data entry feature, you can enter data at a high level in a dimensional structure, and have
Example: A financial officer could enter revenues quarterly at the company level and have the values spread among cost centers and months. This is referred to as top-down budgeting.
In all types of data entry, you can add commentary, and supporting detail with cell comments and line item schedules.
In templates where Row Notes have been inserted, users can type comments that appear in the template and any report that uses the template.
If data-entry triggers are defined for procedural calculation accounts (and the trigger feature is enabled by the administrator) data-entry changes to input accounts are automatically reflected in their dependent accounts.