Dataset Merge Approach

By using the Dataset Merge Approach, you can take data from multiple single period datasets to create a year-to-date dataset for disclosure purposes. The beginning and ending balances of the single period dataset must flow from period to period. Datasets created using the rollover functionality (for example, Q1 into Q2 into Q3, and so forth) ensure that ending balances from the first period agree with beginning balances in the next sequential period.

A sequential reporting dataset is created. Single periods are associated with one another by sequentially adding each dataset to the reporting dataset.

Note: Set one of the “to-be-merged” datasets as your current dataset in order for the Dataset Merge to be successful.

The Dataset Merge creates the year-to-date dataset when it is selected in the Uncertain Tax Positions Application.

1.	Click My UTP in the Navigation bar.

2.	Click the Dataset Merge option under Quick Links. A dialog box asks you to select the reporting dataset and the period of the merged dataset.

3.	Enter the Weighted Average Rate and a name for your merged dataset.

4.	Click Merge.

5.	Once the datasets have merged successfully, in Settings set the merged dataset as your current dataset.

Merged Dataset Results:

•	All positions entered in a single period datasets are seen in the reports.

•	Beginning balances come from the first dataset.

•	Beginning (spot) FX Rates come from the first dataset.

•	The NCS/EQ determination (prior) comes from the first dataset.

•	Ending balances come from the last dataset in which a position was active.

•	Ending (spot) FX Rates come from the last dataset.

•	The NCS/EQ determination (current) comes from the last dataset in which a position was active.

•	No distinction is made as to when a position was finalized. Reports will not appear that a position was settled in Q2 as opposed to Q3.

•	All notes and attachments added throughout the position's life are viewable in the merged dataset.

•	Label assignments and the positions’ status come from the last dataset in which a position was active.

•	Footnotes in reports come from the last dataset.

Note: If there is a subsequent change to any of the underlying datasets in the original reporting dataset, then the Dataset Merge needs to be redone in order to view the effect of the change in a new merged dataset.

Understanding FX Rates in Merged Datasets:

The Weighted Average rate, which is entered when the merge occurs, is initially applied to all units in your merged dataset. Once you merge your dataset, you can make adjustments to your FX Rates across all your units. Refer to Administration Center: FX Rates section for more information about updating your FX rates across all units.

Understanding NCS/EQ Determination in Merged Datasets:

If a position is NCS in the first dataset and EQ in the last dataset (or vice versa), the position's current designation will switch to the prior during the merge, (for example, if the position is NCS (prior) and EQ (current), the position merges into the dataset as NCS (prior) and NCS (current). The Uncertain Tax Positions Application does not support the movement from NCS to EQ or EQ to NCS.