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Transactions Page (Master Data Manager)

Use the Transactions page to review and reverse transactions.

This page contains three panes:

  • Filter Criteria

  • Transaction Review

  • Transaction Annotations

Note

This page is available from the Explorer functional area. However, the Explorer page displays the logged in user's transactions only, and you cannot specify the model and version.

Controls

Control Name

Description

Model

Select a model to review. Only models for which you are a model administrator are displayed.

Version

Select a version that has transactions you want to review.

Filter Criteria

Use the Filter Criteria pane to filter the grid.

Buttons

Button Name

Description

Apply filter

Filters the grid by the specified criteria.

NoteNote
You must first select a column and specify filter criteria or select a value from the cell in the grid.

Add filter row

Adds a row, from which you can specify additional filter criteria.

Delete selected filter row

Deletes the selected filter row.

Controls

Control Name

Description

Column

Double-click the cell to select the grid column from which you want to filter data.

Operator

Displays the Is equal to operator, which returns results that are exactly the same as the specified criteria. For example, to filter on Product Hierarchy, you must type Product Hierarchy.

Criteria

Double-click the cell and type the criteria on which you want to filter from the list of data.

Transaction Review

Use the Transaction Review pane to view and undo transactions.

Buttons

Button Name

Description

Reverse selected transaction

Creates a transaction to undo the selected transaction. For example, if the transaction changed a value from Red to Blue, this button reverts the value back to Red.

This action is available only when a row in the grid is selected.

Export to Excel

Exports all visible transactions to Excel.

NoteNote
If you have filtered the list of transactions, the filtered list is exported.

Grid Columns

Column Name

Description

Type

Displays the type of transaction. Possible values are:

  • Member annotated

  • Member status changed

  • Member created

  • Member moved to parent

  • Member moved to sibling

  • Attribute value specified

Explicit Hierarchy

If applicable, displays the name of the explicit hierarchy that changed.

Entity

Displays the name of the entity that changed.

Attribute

If applicable, displays the name of the attribute that changed.

Member Code

Displays the member code of the member that changed.

Member Type

Displays the type of member that changed. Possible values are:

  • Leaf

  • Consolidated

  • Collection

Prior Value (Explorer only)

Displays the value of the attribute before the transaction occurred.

New Value (Explorer only)

Displays the value of the attribute after the transaction occurred.

Added Date (Explorer only)

Displays the date and time that the transaction occurred.

User (Explorer only)

Displays the name of the user who made the transaction.

Transaction Annotations

Use the Transaction Annotations pane to enter and view annotations for a transaction selected in the grid.

Users enter annotations to provide information about why a transaction occurred. An unlimited number of annotations can be created for a transaction.

Buttons

Button Name

Description

Save annotation

Saves the annotation.

Cancel

Deletes text in the Annotation box.

Control

Control Name

Description

Annotation

Type the text of the annotation.

Grid Columns

Column Name

Description

Annotation

Displays the text of the annotation.

User

Displays the name of the user that entered the annotation.

Added Date

Displays the date the annotation was entered.