H.HV Sheet (Historical Value Template)

From Tabular version 3.0.0.0, when creating new returns an additional helper sheet (H.HV) is created within the return that holds the Historical Values from any reference returns selected. Tabular loads into this H.HV sheet all the “static” (e.g. sheets like S.02.01, S.12.01 but not “list” QRTs like S.06.02, S.09.01 etc.) data from the reference returns. The H.HV sheet is the source for Tabular reference formulas (the formulas that uses to fill the new roll forward return with data).

More about H.HV sheet:
1. This sheet is set up in same way as validation report and audit logs; the data is not editable, but can be filtered by users. To check the data of a certain QRT within the H.HV sheet just click the drop-down arrow (picture below).

2. Data is not updated automatically, so users must be aware when data is stale and out of date eg if a resubmission occurs on the reference return then the H.HV sheet has to be reset using the ‘refresh H.HV helper sheet’ option in Tools tab so the H.HV has the updated data

3. Tabular does not verify that the correct reference return has been selected eg if a user is creating the Q3 return but selects the Q1 return (instead of Q2 return as the reference return), Tabular will not recognise this and the Q1 return will be loaded into H.HV and used in reference formulas as if this was the Q2 return. To correct an incorrect reference return being selected, go to EDIT return and change the selection in the reference return drop down of the QRT Selection tab. Check roll forward section for details.