Table of Contents

Run rollover of Data Store Group

This action calls the InVision API to run a rollover of a Data Store Group and all descendant Data Stores and Tables.
A rollover can be applied to Data Stores and Tables having the Time Frame and Rollover features enabled. It is typically used to start a new cycle of a rolling forecast, but can be used in any cyclic process such as budgeting as well. In essence, a rollover automatically shifts data forward by a number of periods, for example a month, quarter or year. A rollover in InVision may also include other types of business logic, such as inflation adjustments.

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Figure: The previous forecast is rolled forward when a new cycle is started.


Properties

Name Type Description
Connection Required A valid InVision Connection used to execute the SQL script.
Data Store Group Required The ID of the Data Store Group in InVision that will be rolled forward.
Rollover periods Optional The number of periods to roll forward. If not specified, defaults to 1.
Rollover time frame independent descendants Optional Specifies whether to roll forward descendant Data Stores and Tables that does not inherit the Time Frame configuration of the Data Store Group. Defaults to true.

Returns

Returns true if the rollover succeeds, otherwise false.