Summarize data

For purposes of rolling forecasting, you need to summarize GL General Ledger and statistics data. Summarizing data is necessary before you can build plan files and create forecasts. If your system is integrated with Axiom Budget Planning, you can also use the Summarize Budget Data utility for importing budgeting data.

Use the Summarize Actual Data utility to map department and account-level data to higher-level groups using summary codes called RFCode (for accounts), RFGroup (for departments), and RFID (for initiatives). These codes and groups are summarized in the Axiom Rolling Forecasting data table named RF_Forecasting[year]. From there, these codes and groups are assigned to months/quarters during plan file creation.

NOTE: Only Axiom Rolling Forecasting administrators and analysts can run these utilities.

To run the Summarize Actual Data utility:

1. If you want to use data in more than one place in the system, or if you want to use data in a different location than previously, before running the summarizing data utility, map the data use exceptions using the RFSummarizationMap utility.
2. In the RF Admin task pane, under Data Transformation, double-click Summarize Actual Data.
3. In the Execute Import: Summarize Actual Data dialog, click Execute.
4. In the Variables dialog, select the year of actuals data to import, then select whether to include statistical data, and then select hours. Click OK.