Rolling Up Data in BIRT

I am a totally new user to Actuate and BIRT but with many years in IT. I am coming into an existing project and cannot seem to find information and am working with Users - I don't think there are any developers around to explain anything. .
 
At issue. The title bar has Actuate BIRT Perfomance Score Card and I am working with a View. 
The View shows a Heirarchy Chart with various measures and most are broken out several levels. I was told that I had to go to the Lowest Level to do data entry. 
 
When I enter the data and SAVE (with the icon on the entry tab) it does NOT roll up.
 
I also tried using the DATA option in the Navigation Pane and then chose Data Entry. When I found the correct fields I entered data and did a refresh. I do see the data in the View pane at the lowest level only (it does not role up there either.) I also tried doing a Synchronize from the Data Navigation list.
 
I am not sure how to find the correct documentation since I do not see a good basic manual (And definitely not that looks like what this customer has.)

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Reid C

Hi Cakask,
 
BIRT Performance Scorecard has gone through a few name changes over the years and is now known as Metrics Management; you can find a wealth of information <a data-ipb='nomediaparse' href='http://developer.actuate.com/resources/documentation/metrics-management/'>here</a>.
 
There are a few reasons that data entered for a Measure-Location Pair (essentially, any single box in a View) might not roll up to other Measure-Location Pairs. Diagnosing this can be difficult, though, as it depends heavily on your specific configuration which could be quite complex. Luckily, it's also relatively simple (if sometimes tedious) to find the root cause - check every single measure in the branch.
 
First and foremost, was the system working as expected up until now? If so, the odds are that we don't want to change our configuration, but instead change our data or the point at which it gets entered. Start by verifying that all of the data is entered correctly; missing data is the single biggest cause of apparent failure to roll-up.
 
If the roll-up was not working before, you will need to check the calculation settings for each Measure object by going to Setup > Measures and selecting the measure in question. I find it is best to start at the bottom of the branch and work my way up. Check that each element aggregates the data in the way you want and expect before moving up a layer; check the Sub-Measure and Formula fields (where applicable) as well as the Period and Location consolidation functions. Unfortunately, I cannot tell you what the correct settings will need to be, but I can tell you some of the items / issues you may want to be on the lookout for:
<ul><li>Consolidation Range set to None / very short range / something customized (not Out of the Box)</li>
<li>Formulas or Sub-Measure assignments set to Zero or multiplied by Zero</li>
<li>Order of Calculation set to anything other than "Measure, Location, Period"</li>
</ul>I hope the first suggestion solves the problem, but if not, you may want to get a refresher on the calculation engine and how it works before you start changing measure settings; the <a data-ipb='nomediaparse' href='http://developer.actuate.com/be/documentation/ihub3-dev/MM/metrics-admin/index.html#page/ssg/create-measures.04.15.html#'>system specialist guide</a> is a great starting point. Since Metrics Management is a commercial product, you will also have access to our <a data-ipb='nomediaparse' href='http://www.actuate.com/resources/support/global-support-centers'>support</a> team (Metrics Management is an iHub module, so you may use the iHub support contacts).
 
Please let me know how this turns out, or if I can provide any additional recommendations or assistance.

cakask

Thank you Reid. 
 
Missing data is the single biggest cause of apparent failure to roll-up.
 
I believe this was this issue. I did not realize that every subordinated data field needed to have a value. 
 
Thank you for all the info and I will look through the information in the links.