Statistic classifications
Why use this feature
Syntellis leverages artificial intelligence to review and categorize your key dimension elements to a pre-defined Syntellis taxonomy system. The artificial intelligence method leverages descriptions and key characteristics to derive suggested classifications. These classifications provide a required level of standardization and structure to enable comparative analysis as well as key integration points. This data standardization lays the ground work for improved standard Axiom reports that meets the need of your organization.
The new Statistic Identification Update utility and Statistic Classification Review report allow you to easily assign, review, and confirm the application of Syntellis standard classifications to your structure. Each confirmation increases our data metric accuracy and provides a Syntellis national standard ability for data identification, aggregation, and internal comparability that your organization can leverage.
How this feature works
What: The Statistic Identification Update utility allows you to map ACCT.KHAStandardClass values by account/department or department/account combinations. You can use this utility to filter the list of accounts or departments in several different ways so that you can narrow the list down to only those accounts/departments that you need to classify. After you filter the accounts/departments, the utility then displays the list and populates the column values based on the ACCT.KHAStandardClass column in the ACCT dimension.
After you complete the classification process using the Statistic Identification Update utility, you can use the Statistic Classification Review report to review statistics to ensure the correct YTD values tie out from the department summed up to the entity level.
Where: The utility is located in the Mgmt Admin task pane, in Data Maintenance > Data Reconciliation folder.
Who: Axiom Performance Reporting administrators only.
How:
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Statistic Identification Update utility - After opening the utility, filter the list of departments/accounts from the Filters panel. As needed, set the options to display the YTD values, display the ACCT.KHAStandardClass, and/or unlock all of the records for editing. For each account/department combination, update the editable columns, and then save.
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Statistic Classification Review report - After opening the report, filter the list of departments/accounts from the Filters panel. Review the YTD statistics in the report to determine that they are correctly summing and rolling up from the department to the entity level. If needed, return to the Statistic Identification Update utility to make the appropriate adjustments. You can then return to this report, where the changes are automatically refreshed.
Where to find more information
The following topics include new information and instructions for using this feature:
