Perform adjustments in the UI

Documentation Index

Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt

Use this file to discover all available pages before exploring further.

This page walks you through the possible adjustment types and the process of creating and managing adjustments.

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Types and levels of adjustment

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Valid statuses

The status of the Sign-Off task where you can make adjustments depends on your specific configuration. By default, this status is INITIATED.

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Create an adjustment

The task definition of your task may have a dashboard specified, where you can make adjustments to the data. To access this, in the Tasks screen, click the “Linked dashboard” button in your task’s Action row. For details on adding a linked dashboard, see Create task definitions in the UI. If a dashboard has not been linked, the “Linked dashboard” button is inactive. In this case, you can use any dashboard to perform your adjustments.

1. In your dashboard, select the cube for your given Sign-Off task, and ensure a table widget is in the dashboard.
2. In the title bar, click the pencil icon in the top right hand corner of the widget to open the Adjustment Wizard.

3. Select the adjustment type and the measures you want to adjust.

The relevant information needed for the adjustment is now visible in the view. Depending on the adjustment type you have selected, the system displays one of three interfaces for adjustable cells:

• Editable fields with pencil icons: Click the cell to adjust the value directly. After making a change, if needed, you can revert it to the original value by clicking the undo icon.
  
• Editable fields inlined within a measure cell: Click on the input to key in the numerical operand of the selected adjustment.
  
• Bulk update with checkboxes: A checkbox beside each value allows you to select multiple entries for a bulk update. Choose all the values you wish to adjust and apply the changes in one action.
  

You can toggle between the different types of available adjustments for each cell by clicking on the dropdown icon on the left side.

4. Once you’re satisfied with your changes, you can submit your pending adjustments using the Adjustments tab in the Process task drawer.

5. Define the various elements required, depending on the type of adjustment, then click OK:

Alternatively, you can remove individual adjustments from that panel or click the Cancel button to delete all pending adjustments for the selected task. Once sucessfully submitted, the adjusted values are visible in the pivot table, and the adjustments are displayed under the Executed adjustments panel. The adjustments are also listed in the Tasks screen, below the task.

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Recurring adjustments

To avoid having to enter the same adjustment each time, you can use the Valid from and Valid to fields to define the time period over which to apply a given adjustment. Each time a task is initiated, any relevant recurring adjustments for that date are automatically performed.

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Analysis dashboards

Atoti Sign-Off lets you view all of your adjustments for a given task in a dedicated Sign-off analysis dashboard. You can access it from the Tasks table, by clicking the “Sign-off analysis dashboard” button in the task’s Action column. In addition, you can check out the before and after values of each individual adjustment in the Adjustment analysis dashboard. To do this, click the “Adjustment analysis dashboard” button in the Action column of the adjustment.

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Delete adjustments

You may sometimes need to discard adjustments you have made, and then re-do them. For example, after a series of adjustments, you realize that the entire batch of trades was wrong or corrupted. To discard an individual adjustment:

1. In the Tasks screen table, click the x button beside the adjustment you want to discard.
2. Click Yes to confirm. The system updates the status of the adjustment to Deleted.

To discard adjustments in bulk:

1. In the Tasks screen table, select the checkbox beside each of the adjustment rows you wish to discard.
2. Click the Delete button above the table.
3. Click Yes to confirm.

By default, when you click the “Restart task” button to revert to the INITIATED status, there is an option to discard all adjustments associated with the task. The system will still reapply any previously defined recurring adjustments, as they are considered valid.

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Re-applying adjustments on failure

Adjustments that you create for a cube are stored in memory, along with all other data in the cube. This means that if the cube restarts, the adjustments will no longer exist. Atoti Sign-Off is designed to identify these server failures and, when the cube becomes available again, it will re-apply the adjustments that you had previously created. Cubes are polled intermittently to identify when they stop and start running. You can configure the frequency and behavior of this polling by setting specific properties.