Confirming dimension coding

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

  • Acct Review – Enables you to verify the RFCode coding in the ACCT dimension table to your RFCode categories. System implementers and administrators can use this report to review new accounts for RF mapping consistency.
  • RF Dept Review – Helps you understand how departments are mapped to RFGroups. Use this report to verify the RFGroup coding in the DEPT dimension table to your RFGroup categories.
  • RF Dept Group Statistics – Shows you the current statistics available within the departments of each forecast group.

  • 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, under Manual System Updates, click Setup Validation.

  2. Double-click the report to run, and then use the instructions for the report listed in the following table:

    Report Steps
    RF Acct Review
    1. In the Filters panel, under Filter Options, select the desired criteria to filter which RFCodes are included in the report.
    2. Under View Options, select any of the following as desired (you can select more than one, or none):
      • Suppress No Activity – Excludes records with no data in any of the columns (the amount in each column for that row equates to zero). If you do not select this option, rows with no data are marked by an attention icon ().
      • Flattened View – The Acct data is displayed in columns to the right of the RFCode columns rather than being folded under each RFCode in a hierarchy format.
      • Audit View – For records where there is a discrepancy between grouping columns, the report displays an alert icon (). A red badge reading “Audit View” displays to the right of the report name.
    3. Under Column Hide Options – Select the check boxes for columns to hide in the report, and then click Apply.
    RF Dept Review
    1. In the Filters panel, under Filter Options, select the desired criteria to filter which RFCodes are included in the report.
    2. Under View Options, select any of the following as desired (you can select more than one, or none):
      • Suppress No Activity – Excludes records with no data in any of the columns (the amount in each column for that row equates to zero). If you do not select this option, rows with no data are marked by an attention icon ().
      • Hierarchical View (Read-Only) – The Dept data is displayed under each RFCode instead of in columns to the right of the RFCode columns.
      • Audit View – For records where there is a discrepancy between grouping columns, the report displays an alert icon ().
    3. Under Column Hide Options – Select the check boxes for columns to hide in the report, and then click Apply.
    RF Dept Group Statistics 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.