Working with spreading

Excel > CCH® Tagetik > Data Entry > open form

Enable spreading

  1. Click .
  2. Select the desired spreading method from the drop-down menu.

With spreading enabled, all other options accessible from the data entry toolbar are disabled.

Edit totals with numerical values

To edit a total, enter the new value in the desired total cell and press ENTER.

Based on the structure of the form, the system distributes the new value over the rows or columns according to the spreading method set on the form.

Edit totals with deviation values or fractions

To enter total values expressed with a deviation calculation or fraction based on the original value, enter the desired numerical or percentage value in the cell, preceded by the sequences +, -, \*, \/. The final value will correspond to the cell’s original value, plus, minus, multiplied by or divided by the value following the expression.

For example, by entering -400 or -40% in a cell with value 1000, the system will calculate a final value of 600.

Lock/unlock cells for spreading

This procedure shows how to lock specific ranges of cells for spreading. This can be useful when performing forecasting jobs. In this case, it is necessary to lock data collected in the months from the start of the year up until the analysis, so it cannot be edited.

  • To lock a range of cells, select the cells and click on the toolbar: the locked cells will be shown in grey.
  • To unlock cells, select them and click .