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Signals in Dynamic Reports
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Predict Signals in Dynamic Reports supports Signals for roll-up members, leaf-level members, calculated members, substitution or derived variables, and simple user-defined custom formula members.
Signals are also supported for Dynamic Reports with a Static Report Set that meets the following criteria:
- The reporting area of the Report Set must be Financial.
- Only dimension members (non-attribute members) must be selected for the report set.
The following is an illustration of the Predict: Signals button on the top menu bar. Signals can be generated for any scenario, as it is not restricted to the precomputed selections.
Generate Signals
The Signals For All Lines option generates signals instantly for smaller reports of up to 50 lines.
The Signals For Selected Line(s)allows you to check signals when the report's size exceeds the maximum limit of 100 lines without any delay.Hide Signals
Hide the signals for a report or template if you do not want to view Signals for that report.
Resolve Signals
How to Resolve Signals in Reports?
To resolve signals in reports, perform the following:
- Navigate to Reports, and select a dynamic report.
- Go to Predict: Signals > Signals for All Lines/Signals for Selected Lines from the top menu bar.
- Select the cell(s) or line(s) you want to resolve, and follow any of the two ways as instructed below:
- Right-click on the cell, and click Predict Signals > Resolve Signals option from the drop-down list.
- Go to Predict Signals drop-down on the menu bar and click Resolve Signals.
The Resolve Signals pane will appear.
- Right-click on the cell, and click Predict Signals > Resolve Signals option from the drop-down list.
- Select the reason for resolution from a list of pre-existing options.Note:If you resolve multiple signals simultaneously, the same reason will be applied to all.
- You can leave a comment or add other collaborators by using + or @ in the comment field.
- Click the Resolve button.
The resolved signal will appear as a comment in the report. The comment will display the original cell value, the reason for resolving the signal, and any additional comment provided while resolving the signal.
Show Legend Panel
The Legend Panel displays color codes for signals, each color code represents the following categories: Red (High-Risk), Orange (Medium-Risk), Cyan (Low-Risk), Blue (Insufficient History), and Lavender (Excluded GL).
How to View the Legend Panel?
- Navigate to Reports, and select a dynamic report.
- Go to Predict: Signals > Signals for All Lines/Signals for Selected Lines from the top menu bar.
The application displays color-coded signals along with the Legend panel at the bottom of the screen. - De-select all unwanted categories in the legend panel to display the desired category.
- If you want to hide the legend panel, follow any of the two ways as instructed below:
- Click the Hide button in the legend panel.
- Click the Predict: Signals > Hide Legend option from the top menu bar.
- Click the Hide button in the legend panel.
- If you want to view the legend panel after hiding it, click the Predict: Signals > Show Legend option from the top menu bar.
Adjust Signals Range
The Signals Range feature temporarily modifies the sensitivity level for a specific template on the fly, affecting only the currently open session. This feature allows you to adjust the sensitivity level to your preferred setting with the help of an easy-to-use slider. You can now customize the sensitivity level to view fewer or more signals.
Once you have generated signals for the report, you can access the Signals Range option from either of the following ways:
- Navigate to the Predict: Signals drop-down menu in the top menu bar and select Adjust Signals Range.
- Go to the Legend panel and click Signals Range.