Verify Data

After loading data using Data Integration functionality, access the Verify Data page to confirm the accuracy of the postings and verify where data has been sourced from. To access Verify Data, navigate to Maintenance > Reports > Verify Data.

Description of Fields on the Verify Data Page

Selection Criteria - View the grid only. Click again to view the dimensions, hierarchy and grid.

Display - Select the Code, Name, or Label associated with the dimension parameters. Selecting Label displays the code and the name. Scenario

Select the Scenario associated with the data loaded.

Dimensions - The dimensions associated with the selected scenario. Select the relevant member from the hierarchy. If sourcing data from Actuals, select a member from the Time dimension.

Hierarchy - Select the entire hierarchy by clicking the top level. Expand and collapse the tree structure or perform a search for specific members to associate with the dimension. You can select multiple members to associate.

Preview - Once you’ve selected dimension parameters, click to display all records. The Data Preview screen appears.

The following fields are enabled under the More list box:

Grid On/Off - Show or hide grid lines.

Freeze On/Off - freeze or unfreeze the grid.

Decimals - Display 0 to 6 decimal places for selected cells. The default is set to 2 decimal places.

Show rows - Represent the record numbers displayed on the grid.

Go to - Enter the page number of the page you want to view.

How to Verify Data was Loaded to Planful?

After loading data using Data Integration functionality, it's important to confirm the accuracy of the postings and verify where data has been sourced from. To verify loaded data, complete the following steps:

1. Navigate to Maintenance > Reports and click Verify Data.

2. Select a scenario.

3. Click the magnifying glass to select dimension parameters.

4. Click the Preview button.

5. Review data records via the spreadsheet that is opened once you click Execute