This article is intended for: Administrators of the Disclosure Studio.
Use this article after: You have rolled your MDFM Forward
Interactive Guide
Learn the essential steps to successfully roll forward your financial reports in Disclosure Studio.
Step by Step Guide
- To maintain the functionality of the pivot tables, we will need to update the pivot table dates.
To begin, select "Tables".
- Select the view you want to update.
- Click "Choose Fields"
- Click the filter button beside Periods in the filter fields.
- Deselect the prior year.
- Select the current fiscal year.
- Click "OK"
- Click "Close"
- Right click anywhere on the table.
- Select "Save".
You will have to repeat these steps for every pivot view in every model you are utilizing in your ACFR.
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