Recalculate and roll up bottom up targets (v2)

Recalculate a bottom up target for selected nodes and roll up values to higher-level nodes in the hierarchy.

Note

If auto recalculation is enabled on the target, recalculations are automatic when dependencies change. You can manually recalculate a target any time whether auto recalculation is enabled or disabled. Auto recalculation is disabled by default, you can enable auto recalculations in the target settings.

Manually recalculate and roll up a target

1. Find the bottom up target you want to recalculate.

2. Click the menu ⋮ > Recalculate & Rollup.

   

3. From the left menu, select one or more nodes you want to include.

4. Complete the following sections, as needed:

   Section	Description
   Effective Date	Toggle on to schedule a date when the recalculations and roll up will take effect. From the dropdown, select a month.
   Recalculate	Toggle on to include the selected nodes in the recalculation for the target.
   Roll Up	Toggle on to roll up the selected nodes into the target.

5. Click Update Target.