Create Rollover Rules within Manual Tables or Charts

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1. Create Rollover Rules
2. Manage Rollover Rules
   • Open the Table Rules Menu
   • Manage Table Rules
3. Frequently Asked Questions

Create Rollover Rules Walkthrough

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Step-by-Step Instructions

1. Click Edit Table or Edit Chart to open the table editor.
2. Identify the hardcoded lines on a table or chart that you want to roll forward year-to-year. Select the cell or cell range.
3. Click the rollover rule toolbar icon.
   • The rule copies one range to another. The Source Range will automatically populate based on your selection.
4. Select the destination cell(s) for the roll forward.
   • Tip: Click any source or destination created to drag and adjust the range as needed.
5. If this is the first rule, it will default to the 1st position; otherwise, change the position as appropriate. Select Save rule to confirm.
6. Click Add Rollover Rule to add another rollover rule or close out of the menu. 

Manage Rollover Rules Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

Open the Table Rules Menu

1. Click Edit Table or Edit Chart to open the editor.
2. Click the Rollover Rules icon
3. Unless you need to create another rule, click Cancel to access the rollover rules menu.

Manage Table Rules

• Click on an existing rule to edit it.
• Click Add Rollover Rule to add another rule.
• Click the Trash icon to delete the rule.
• Click Run Rollover to manually trigger the rollover as needed.

Frequently Asked Questions (FAQs)

Q: When should I use a rollover rule?

A: Within a manual table where you know in the next fiscal year you will need to copy and paste a new set of data. The rollover rules allow you to automate the copy and paste process of previous year data and create blank cells for the new report year. 

Q: When do rollover rules take effect?

A: During the Rollover process for a report, you will review any rollover rules and choose to initiate them as part of the process. You can also manually execute a specific rollover rule within the Table as needed.

Q: Is it bad that my rules overlap? 

A: Not at all, but it is critical that you position the rules in a way that the first rule to execute does not remove the data referenced in the next rule. Think about how you would copy and paste the data to shift the table’s data and build your rules according to what cells you would move first.