Perform adjustments in the UI

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

Types and levels of adjustment

Adjustment type	Description
Cube-level	Overrides a measure in the cube. No fact in the base store is added, instead, a separate store storing a representation of the location for which the override is done is used and a datastore look-up is performed to retrieve the override value.
Fact add-on	Offsets the current value of an entry in the base store by a specific amount.
Fact override	Overrides the current value of an entry with a new value.
Fact scaling	Modifies the data by a given factor.
Fact roll-over	Overrides the current data with data from a previous day.

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.

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.

3. Select the Sign-Off task, the adjustment type, and the measure you want to adjust. If you haven’t already created a dashboard with the necessary hierarchies, you can check the box to automatically populate it with this information.

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   You cannot perform an adjustment if the Sign-Off task is not in the correct status.

The relevant information needed for the adjustment is now visible in the view. Depending on your adjustment configuration on the application server, the system displays one of two interfaces:

• 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.
• 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.

4. Once you’re satisfied with your changes, click the save icon in the top-right corner of the widget to review them. Alternatively, click the discard icon to cancel your changes.

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

In the pivot table, you can see the changes made. The adjustment is listed in the Tasks screen, below the task.

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.

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.

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.

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.