Confirming dimension coding

Uses the following reports to confirm that your coding in dimensions is correct:

  • RF Acct Groups – Verifies that the RFCode coding in the ACCT dimension table to your RFCode categories.
  • RF Dept Group Statistics – Shows you the current statistics available within the departments of each forecast group.
  • RF Dept Groups – Verifies the RFGroup coding in the DEPT dimension table to your RFGroup categories.

  • RFCode Structure – Similar to the RFCode dimension table, this report displays all of the RFCodes along with historical data. To be used by users who do not have access to dimensions.

  • RFGroup Structure – Similar to the RFGroup dimension table, this report displays all of the RFGroups along with historical data. To be used by users who do not have access to dimensions.

To confirm dimension coding:

  1. In the RF Admin task pane, in the Dimension Updates section, click Setup Review.

  2. Double-click the report to run, and do the following:

    Report Steps
    RF Acct Groups
    1. In the Refresh Variables dialog, in the Filter By drop-down, select how you want to filter the RFCodes by.
    2. In the Select type, click Choose Value.
    3. Select the Department, Entity, VP, or RF Group to filter by, and click OK.
    RF Dept Group Statistics No steps needed.
    RF Dept Groups No steps needed.
    RFCode Structure In the Refresh Variables dialog, in the Select sort by criteria drop-down, select RFCode as sort criteria to start.
    RFGroup Structure In the Refresh Variables dialog, in the Select sort by criteria drop-down, select the sort criteria.