How-To Guide
This guide explains how to create and maintain the Enterprise Structure with required fields & models for Planning/Consolidation modules for modelling users
Last updated
This guide explains how to create and maintain the Enterprise Structure with required fields & models for Planning/Consolidation modules for modelling users
Last updated
To add a new field to the enterprise structure in JustPerform, follow these steps:
Step 1: Go to the "Fields" section located under the "Modelling" tab in the navigation pane on the left side.
Step 3: Provide the necessary details for the field. This includes entering a Field Name and Description, ensuring that these required fields are filled accurately.
For the Dimension Name, keep in mind that the maximum length is 32 characters, and special characters are not allowed.
For the Dimension Description, the maximum length is 60 characters, and commas are not permitted.
Step 4: Select the appropriate Field Type from the dropdown menu.
Step 5: Click the Save button to save the changes. Following these steps, a new field with the specified name and default field properties will be successfully created within the enterprise structure.
Note: Default Properties for field are based on the Field type selected
To open the field in other tab, locate the field and click on the ellipsis icon. From the dropdown menu, select the "New Tab" option. A new tab will open up with field selected.
Note: Field Name and Type is not editable
To delete a field, go to "Fields" under "Modelling" in the left side panel of the navigation pane. Click on the Ellipsis button and select "Delete" from the list of actions. A warning confirmation popup will appear, asking for confirmation to proceed with the deletion. Choose "OKAY" to execute the deletion or "CANCEL" to cancel the deletion and retain the field.
Note: The user cannot delete the dimensions that are mapped to a model
The user can be able to search field member details. Search is limited to the details of the specific active field. To close or disregard the search activity, the user just needs to click the search icon again.
Hierarchy sorting can be updated by using the hierarchy view accessible from the level2 header using the hierarchy icon. User can add a child member under a parent member using the drag and drop feature. Click SAVE to reflect the sorting sequence update done or click CANCEL to disregard the changes.
The Save icon is used to save or update master data in the database. When you make changes to the master data and click on the Save icon, the system captures and stores those modifications in the database, ensuring that the changes are persisted for future reference and usage.
Snippets is a helpful feature in JustPerform that allows users to create and manage different ways of looking at their data. You can apply filters to show only the information you want to see, making custom views. Snippets also keep a record of changes to your data over time. To add more filters, click on the Filter button and choose Show Filter. You can use various criteria like who updated the data, when it was updated, the event ID, or the IP address. These filters help you narrow down your view and see exactly what you need.
Only CSV and Excel files can be imported. The format of files should be aligned with the format of JustPerform
To import data Start by selecting the field where you want to import the data.
In the level2 header, click on the Ellipsis icon and choose the Import option from the dropdown menu. Click on the "CHOOSE FILE" button to browse and select the file you wish to import from its source location. You have different options for handling the imported data as described below. Once you have reviewed and finalized the import details, you can click on the Save icon in the level2 header to save the imported data to the database. If you want to directly save the import file to the database without manual review, select the "UPLOAD AND SAVE" option.
Merge
This option combines the original contents with the new details from the import file.
Replace
Selecting this option will update the entire master data with the contents of the import file.
Upload
Choose this option to review the import details before saving.
Upload and save
Choose this option to view the import details after saving.
Firstly, go to Fields under Modelling on the left side panel of the navigation pane. Secondly, select the field you want to export. Thirdly, from the level2 header, select the Ellipsis icon dropdown and choose the Export option. Finally, the master data of the desired field will be exported under the download folder.
To perform actions on a field property, go to the "Fields" section under "Modelling" in the left side panel. Select the desired field. Right-click on the column header. Choose the appropriate action from the menu, which is highlighted on mouse over.
To change a property type, click on "Edit Property" to access the property details. Modify the Property Description and property type as needed in the right-side panel. Save the changes by clicking the "Save" button. Use the "Cancel" button to discard any modifications. To delete the property field, click on the delete icon. Ensure to confirm the deletion of property values when changing the property type by responding to the user confirmation prompt. These steps provide a streamlined process for managing property types and associated actions.
Click on "Copy Property" to initiate the process. The right-side panel, "Property Details," will appear. Fill in the required fields, such as Property Name and Property Description. Once done, save the changes by clicking the "Save" button. Use the "Cancel" button to discard any modifications, or the delete icon to remove the property field
Click on the Insert Left/ Right. Right-side panel Property Details will appear. Enter Property Name, Property Description and Property type since this are required fields. Click on the Save button to save the updated changes; Cancel button to cancel the changes. A new field will then be added to the left of the selected field.
Select the field that is to be sorted. Select either Sort A to Z or Sort Z to A to sort the data in the field either in ascending alphabetical order or descending alphabetical order. The data of the field selected will then be sorted accordingly.
Select the field that is to be sequenced according to column sorting. Select either Move Left or Move Right to sort the column properties.
Delete for Default properties are disabled thus cannot be deleted. Delete for Default properties are disabled thus cannot be deleted. Select the field that is to be deleted. Right-click the column header and select Delete Field. A user confirmation popup message will be displayed asking the user for confirmation on the deletion of the property field. Click on the OKAY button to delete the field or select the CANCEL button to avert the deletion.
Save the masterdata locally as an Excel spreadsheet
The Filter icon enables users to filter desired field members. By clicking, you gain access to the following options:
Select : Select desired values by checking the checkbox beside them.
Select All: This option allows you to select all the rows or field members in the master data. It is useful when you want to apply an action or perform operations on all the available members.
Deselect Row: If a row or field member has been previously selected, this option allows you to deselect that specific member. It is helpful when you want to remove a selected member from the overall selection without affecting the rest of the selection.
Similar to a standard Excel function, the process involves selecting specific members and cutting them to be pasted into a desired location. This allows for precise movement and repositioning of the selected members to fulfill specific objectives.
The copy function operates similarly to the copy feature in Excel. It allows the user to duplicate an existing row within the master data, providing a convenient way to replicate information without the need for manual entry or reinputting of data.
The paste function allows for the insertion of values that have been previously copied or cut. It is important to be aware that if an ID is included in the paste action, a warning error will be triggered as duplicate IDs are not permitted within the system. Therefore, exercise caution when pasting data to avoid any conflicts or inconsistencies arising from duplicate IDs.
The user is provided with the option to insert a member either before or after a specified position. This flexibility allows for precise placement and organization of members within the desired sequence.
The user can delete individual rows within the master data. Furthermore, the option to delete multiple rows, as in Excel, is also available, providing a convenient and efficient method for managing data removal.
Step 2: Click the button and choose "Create Field" to initiate the process of adding a new field. If desired, you can create a folder to group related fields by clicking on
Users have the option to create copies of existing Fields with unique names and descriptions. When a Field is copied, the field type, and subtype if applicable, and data from the original field are retained but can be modified as required. To copy a field, locate the desired field, click on the ellipsis icon, and select the option. The details pane will open, allowing you to enter a new name and description for the copied field. Once you've provided the necessary information, save the copied field.
To edit a field description, first navigate to "Fields" under "Modelling" in the navigation panel. Next, click on the button and select from the list of actions. A pop-up window will appear on the left side panel with a field to edit the description. Once the desired changes have been made, click on the "SAVE" button to save the changes or click CANCEL to disregard them.
Select the field for which you want to update the property. You have two options to add a property: either click the plus icon in the level 2 header, or right-click on the table column header in the field table and choose Insert Right or Insert Left. The Property Details panel will open on the right side for you to provide the necessary information. Enter the Property Name, Property Description, and select the Property Type from the dropdown list. Depending on the field type, appropriate options will be available for selection. Available Field Property types are described in detail below. Once you have made the desired changes, click on SAVE to save the updates or click CANCEL to discard the changes.
Access the "Fields" section under "Modelling" in the left side panel of the navigation pane. Choose the specific field where you want to edit the master data. Add a new row in the desired position by either inserting it or pressing "Enter" on the keyboard at the end of the last row. Manually enter the required information, including the ID, for the new member. Note that the ID field is mandatory. If you want to save the changes as a draft for further updates, click on the icon in the level 2 header. A popup notification will appear confirming that the changes have been saved.
Navigate to the "Fields" section under "Modelling" in the left side panel of the navigation pane. Choose the specific field where you want to edit the relationship. Locate the Parent Column and double-click the cell that corresponds to the member whose relationship you want to update. From the dropdown list, select the parent member that you want to establish the relationship with. When you're ready to finalize the changes, click the icon to post them in the database.
