New on-demand multi-pass file processing for the Deductions Model calculator

Why use this feature

You can now process the Deductions Model calculator automatically using multi-pass whenever you need to. Instead of waiting to complete all plan file processes before processing the Deductions Model calculator or opening the calculator and calculating one file group at a time, you can process automatically using the new Scheduler job RF Deductions Model - File Processing. This feature saves processing time and makes it easier for you to get a sense of net revenue earlier in the forecasting process because you can process on demand.

How this feature works

What: We have enabled file processing in the Deductions Model calculator, added a new column to the RFGROUP dimension table that stores your RFGroup processing selections, and added a new Scheduler job that processes the calculator using multi-pass. Before using the calculator, you, as the administrator, select which RFGroups to process by creating a special RF Deductions Group and assigning it to the RFGroups you want to include in your process job.

Where: This change applies to the Deductions Model calculator, the RFGROUP dimension table, and the Scheduler.

Who: Only Axiom Rolling Forecasting administrators and analysts who have full Scheduler access can configure the RF Deductions Model - File Processing job. Administrators and analysts must also have full access to the Deductions Model calculator and to the plan file groups to be processed, and the related RFPlanGroups.

How:

  1. Open the RFGROUP dimension table: Libraries > Table Library > !Dimensions > RFGROUP. Create a new RF deductions group, and then assign the new deductions group to the RFGroups you want to include in your processing job.

  2. Save the table.

  3. Next, open the RF Deductions Setup utility, configure the new deductions group, then save your changes.

  4. Open the Deductions Model calculator and select the RF deductions group you created, and then select a scenario.

  5. In the Axiom Assistant pane, click the File Processing tab. In the File Processing tab, make any needed selections and then process the file.

Where to find more information

The following topics in the online help have been added or updated with information and instructions for using this feature: