Rollover Datasets

You can roll over a dataset from period to period.

To rollover a dataset:

1.	Select Add.

2.	Complete the information for the dataset you are creating. Refer to the Add a New Dataset section for more information.

3.	Select Rollover as the Transaction.

4.	Select the Dataset from the drop-down list. Only datasets from the previous fiscal period with the same designation as your new dataset appear in the drop-down list.

5.	Select Save.

Note: Datasets with a fiscal period of Year to Date (YTD) cannot be rolled over.

Example: Dataset Rollover from Period to Period

New Dataset Fiscal Year and Period	Datasets Available from Drop-down Menu
Full Year - 2014	Full Year - 2013 OR Quarter 4 - 2013
Quarter 2 - 2014	Quarter 1 - 2014
Month 1 - 2014	Month 12 - 2014 OR Full Year - 2014