Submitting Data from Administrator Workstations

About submitting data

As an administrator, you are responsible for submitting data that your users submit to your shared database up to your administrator's shared database. This responsibility applies to all administrators below the super administrator level. Because the Super administrator workstation is positioned at the top-most level of the tiered structure, the shared database that the super administrator maintains contains the highest level of consolidated data.

Operational mode setting for submitting data

The Operational Mode setting in the options dialog box determines how data is submitted from an administrator workstation. If the operational mode is set to Administrator, data is submitted from your shared database to the shared database of the administrator at the next highest reporting level. If the operational mode is set to Workstation, data is submitted from your personal database to your shared database.

Selecting data for submission

You choose Submit Data from the Manage menu to submit data. This opens the Submit Data dialog box, where you specify the slice or slices of data that you want to submit. A data slice is defined by a stored financial data item (such as Actuals, Budget, or Forecast), which is in turn is defined by a set of dimensions (such as Organization, Line, and Time). You must select values for each dimension of the financial data item.

Example: Submitting data

This example shows the Submit Data dialog box. In the example, three data slices will be submitted. The Slice Details box displays details for the first slice.

Using data submission profiles

If you periodically submit the same data, you can save the information in the Submit Data dialog box as a data submission profile. A data submission profile captures the selection information and saves it for reuse. You can apply the profile at a later time -- either exactly as is, or as a template for defining similar submissions.

To name and save a data submission profile, make your selections in the Submit Data dialog box and choose Save Profile. This opens the Submit/Refresh Profiles dialog box, where you can name the profile.

To retrieve a list of saved profiles, choose Profiles.

Distributing data submission profiles

As an administrator, you can distribute data submission profiles to your users. For example, you might want to distribute a profile to streamline the process of budget data collection.

Role of Task Processor

After you submit data to the shared database, a submission task is sent to the Task Processor. The Task Processor must process the queued task in order for your data to be incorporated into the shared database. Refer to Chapter 11, "Task Processing" for information about setting up and using the Task Processor.

Related information

For more information about submitting data from administrator workstations, search for the following topics in the Financial Analyzer Help system:

"Creating a Data Submission Profile"

"Operational Mode"

"Submitting Data from Administrator Workstations"

"Using a Data Submission Profile"