Process Reporting Area

Overview

You can process Scenarios and Dimensions for the selected Reporting Area using the Process Reporting Area page.

Business Value

The Process Reporting Area page allows you to process reports or templates whenever you add new data or update existing data. This functionality helps you to reflect the latest data in reports or templates. The Scenarios and Dimensions can be processed in the following ways:

• Automatic Data Refresh - The Automatic Data Refresh functionality updates data whenever data is modified in templates. For more information, refer to the Automatic Data Refresh section.
• Manual Data Refresh - Manual processing of data is required in a few cases. For more information, refer to the Manual Data Refresh section.

In Practice

Access the Process Reporting Area page by navigating to Maintenance > Reports > Process Reporting Area.

Scenarios

You can process selected Scenarios within a Reporting Area and view the status of Scenarios.

Field Descriptions

You can perform the following actions on the Scenarios tab:

• Reload - Click the Reload icon to refresh the page.
• Add - Click the Add icon to add a new Scenario.
• Remove from Reporting Area - Click the Remove from Reporting Area icon to delete Scenarios from the grid.
• Process Now - Click the Process Now button to process the selected Scenarios.
• Apply Filter - Click the Apply filter icon to filter data in the grid.

You can select the required Reporting Area from the Reporting Area drop-down list. The default value is the Financial Reporting Area.

You have to process the Scenario under Workforce Reporting Area when:

• Employee Salary information is updated.
• Employee is added or deleted or updated.
• Workforce Attributes are mapped or unmapped.

The grid displays the following information:

• Scenario - Displays Scenarios applicable to the selected Reporting Area.
• Status- Displays the status of a Scenario. The following status is displayed:
  • Processed
  • Unprocessed
  • Queued
  • Processing
• Period - Displays the period of a Scenario.
• Last Processed Date - Displays the date and time when the Reporting Area was last processed.
• Last Processed By - Displays the user’s name who last processed the Reporting Area.

In Practice: Process a Scenario

1. Select the required Reporting Area from the Reporting Area drop-down list. The grid displays the list of Scenarios for the selected Reporting Area.
2. Select the required Scenarios that you want to process. You can select multiple Scenarios at a time for processing.
3. Select the Send E-mail Notification check box if you want to receive an email once the Scenario is processed.
4. Click the Process Now button. The processing status is displayed in the grid. A notification message is displayed along with a link to the Detail Log.

You can click the Scenario Process button on the application Home page toolbar to view the unprocessed Scenarios for the Financial Reporting Area. You can process selected Scenarios by using the Process Now button. You can navigate to the Process Reporting Area screen by using the See All button.

Best Practice

• Budget or Forecast Scenarios are automatically created for a Reporting Area. We recommend retaining only active Scenarios to increase report performance.
• We recommend retaining a maximum of 4 active Budget or Forecast Scenarios to enhance the performance.

Dimensions

You can process selected Dimensions within a Reporting Area and view the status of Dimensions.

Field Descriptions

You can perform the following actions on the Dimensions tab:

• Reload - Click the Reload icon to refresh the page.
• Process Now - Click the Process Now button to process the selected Dimensions.
• Apply Filter - Click the Apply Filter icon to filter data in the grid.

You can select the required Reporting Area from the Reporting Area drop-down list. The default value is the Financial Reporting Area.

You have to process Dimensions under Workforce Reporting Area when the following are added or deleted:

• Employee
• Position
• Employee Type
• CompensationItem

The following are the system defined Dimensions for each Reporting Area:

• Financial - Reporting, Scenario, Time.
• Sales - Scenario, Period, Budget Process
• Workforce - HomeBudgetEntity, Employee, Employee Type, Compensation, Position, PositionBudgetEntity. The Workforce Reporting Area inherits all dimensions from the Financial Reporting Area.

The grid displays the following information:

• Dimension - Displays all the system and user-defined dimensions applicable to the selected Reporting Area.
• Status- Displays the current processing status of Dimensions. The following status is displayed:
  • Processed
  • Unprocessed
  • Queued
  • Processing
• Process Type— Displays the followings types of process:
  • Incremental – Processes the selected Dimension in the Reporting Area for all newly added, updated, or deleted dimension members in the Hierarchies.
  • Full – Rebuilds the selected Dimension in the Reporting Area when the dimension structure is updated by adding or removing of Attribute Hierarchies.
• Last Processed Date — Displays the date and time when the Reporting Area was last processed.
• Last Processed By — Displays the user’s name who last processed the Reporting Area.

In Practice: Process a Dimension

1. Select the required Reporting Area from the Reporting Area drop-down list. The grid displays the list of Dimensions for the selected Reporting Area.
2. Select the Send E-mail Notification check box if you want to receive an email once the dimension is processed.
3. Select Dimensions that you want to process. You can select multiple Dimensions for processing.
4. Click Process Now. The processing status is displayed in the grid. A notification message is displayed along with a link to the Detail Log.

Automatic Data Refresh

The Automatic Data Refresh functionality updates data whenever data is modified in templates. This avoids manual processing of data. The functionality is applicable only for the Financial Reporting Area.

Automatic Data Refresh is triggered for the following scenarios:

• When data is modified in templates.
• When data against the reference account column is deleted or a column is deleted from the template.
• When ledger data is posted through any of the below artifacts:
  • Standard Journals
  • Dynamic Journals.

Manual Data Processing

You can use the Process Reporting Area page to perform manual data processing. Manual processing is required in the following cases even if the Automatic Data Refresh functionality is enabled or disabled:

• Data is updated through the Simulation Engine.
• Data is refreshed for Actual or Closed periods.
• Data is refreshed for Preload Budgets.
• Data Seeding.
• A Scenario is edited for the History or Closed periods.
• A template is deleted.
• An entity is mapped or unmapped within the template.
• Employee processing is done in the Workforce Planning templates.
• Global Fields input.
• Data loaded via DLR but Automatic Cube Refresh Setting not selected in Rule Settings.
• Clear Data in DLR.
• All Consolidation Processes except Standard Journals, Dynamic Journals, Elimination, Reclassification, and Non-Controlling interests.
• Deletion of Journals or Journal lines needs manual processing.

The following table displays detailed information about the Automatic Data Refresh functionality.