Patterns

Patterns allow a user to spread their data over multiple periods according to a set series of proportions within DVI input apps.  The Manage Patterns tools allows the administrator to define this standard set of patterns to be used by users in the system.

Inputting patterns

Pattern Input allows you to input and update pattern values. These patterns can then be used in the Pattern Spread input tool to quickly enter data for a group of related cells.

For more information on using the Pattern Spread input tool, See “Using Input Tools” in the User Guide.

Accessing Pattern Input

1. Select the Consolidate module.
2. Select the Administration category.
3. Expand System.
4. Click Pattern Input.
5. Select one or more Timeperiods to enter patterns to.
6. The Pattern Input view appears.

Inputting patterns

In the Pattern Input view, the list of patterns in the system is displayed along with the timeperiod(s) selected.

For more information on how to create patterns, see Managing patterns.

Inputting pattern values

Input values into the Pattern Input view to enter a pattern. Pattern values are not uploaded until you click Submit.

Deleting pattern values

Delete pattern values by zeroing out the cell contents in the pattern input view. Pattern values are not uploaded until you click Submit.

Manage patterns

Manage Patterns allows you to create and delete patterns and edit the properties of existing patterns.

Accessing manage patterns

1. Depending on your system, select the Consolidate or Transfer Pricing module.
2. Select the Administration category.
3. Expand Accounts.
4. Click Manage Patterns. The Manage Pattern dialog appears and contains the following options:
   • Import
   • Manage
   • Export

Importing patterns

The import option in the Manage Patterns dialog allows you to create and update patterns in the database from a .csv file.

To import patterns:

1. For Option, select Import.
2. Select the .csv file to import from.
3. Click OK. A table will be displayed showing the summary of all actions performed by the import.

.csv file example:

Name, Copy, Pattern

"PTN_001",1,"4-4-5"

"PTN_002",0,"Days in Month"

where:

• Name indicates the name of the pattern.

  Note: The pattern names are set in sequential order in the system. If the name entered in the import file is not sequential following the last pattern in the system, it will be renamed on import.

• Copy indicates whether the pattern will be copied forward when new time periods are created. This is either 1 (enabled) or 0 (disabled).
• Pattern indicates the description of the pattern, enclosed in double quotation marks.

Managing patterns

The Manage option in the Manage Patterns dialog allows you to create, update and delete patterns from within the Manage Patterns table.

To manage patterns:

1. For Option, select Manage.
2. Select the pattern to manage.

   Note: You may leave the pattern selection blank to start with an empty table. This can be used if patterns only need to be added; not deleted or modified.

3. In the Manage Patterns table the list of patterns selected is displayed.

Adding a pattern

Click Add to add a new pattern. Patterns are not added until you click Apply.

Note: You can add a new pattern that has similar settings by selecting an existing row and clicking duplicate.

For each pattern fill in the following fields:

Deleting a pattern

Delete a pattern by selecting the row and clicking delete. The pattern is not deleted until you click Apply.

Editing a pattern

You can change the pattern description by editing the description cell.

You can change the ‘Copy pattern to Future Periods” setting by checking or un-checking the option.

No changes are applied until you click Apply.

Applying changes

To apply changes to the patterns, click Apply.

For new rows in the table:

1. Each new pattern will be added as an account under the ACCOUNTS_Patterns symbol.
2. Each new pattern will update the AZPatternCopy symbol attribute according the to ‘Copy Pattern to Future Periods’ setting specified.

For modified patterns:

1. Any pattern description changes will be applied.
2. Any changes to the ‘Copy Pattern to Future Periods’ setting will be applied.

For deleted patterns:

1. Each deleted pattern will be confirmed before deleting.
   • If confirmed, the related pattern symbols are deleted.
   • Otherwise, the row is restored to the table.

Results:

1. All actions performed are presented at the end of processing with:
   • Each row identified by its row number.
   • The action performed or the reason any error occurred.
2. Any valid changes, not cancelled, are applied.

Refreshing the patterns

1. Click Refresh to refresh the list of patterns.
2. Click Selections to change the selected pattern account and refresh the list of patterns.

In either case, if there are any unapplied changes, you will be prompted to apply or discard any changes that have not yet been applied.

• Choose Apply Changes to apply any changes made, then refresh the list of patterns. If there are any errors the refresh will not be performed.
• Choose Discard Changes to discard any changes made, then refresh the list of patterns.
• Click Cancel to return to the table without refreshing the list of patterns.

Importing into the patterns table

Click Import to import from a .csv file into the patterns table.

1. Select the file to import. See .csv file example: for import file format.
2. You may select the option to replace existing rows.

   Option	Description
   Replace Existing Rows	If this option is checked, all rows in the table view will be cleared and replaced with the patterns in the import file Note: This will only clear the patterns from the table view. It will NOT delete any pattern symbols in the database
   Do Not Replace Existing Rows	If this option is unchecked, all entries in the import file will be appended to the table view. Note: Any patterns that exist multiple times in the same import file will be initially duplicated in the table view. Any patterns that exist in the import file AND already exist in the table prior to import will be initially duplicated in the table view. Once you click Apply, the settings for the last instance of the duplicated pattern will be used.

3. Click OK. The file will be imported into the table.
4. Click Apply to save the changes.

Exporting from the patterns table

Click Export to export from the patterns table to a .csv file.

1. Select the .csv file to export to.

   Note: If the file selected does not currently exist, it will be created during the export process.

2. Click OK. A confirmation dialog will appear.
3. Click View File to view the exported file.