After sending data collection workbooks, you can monitor the status of data collection tasks to confirm that data providers receive, update, and return their workbooks and that data is loaded successfully. Analysis owners and participants can view status when the scenario is in any state. Approvers can view status when the scenario is in the Submitted state.
A hidden worksheet in each workbook contains a reference to a load specification file on the Integrated Operational Planning server. The load specification instructs the server how to load the incoming data. When received, the updated workbook file (.xls) is saved to the server in the INTERLACE_ROOT\custom\data directory, where INTERLACE_ROOT is the Integrated Operational Planning installation directory.
Data is prepared for loading in a staging table and is loaded into the Integrated Operational Planning database. The server immediately adds a set of data staging and loading jobs to the job queue with a Pending status. A separate set of jobs is added for each data provider. Jobs are executed by a batch script that is scheduled to run periodically. An administrator can also run jobs manually.
Analysis owners and participants review and adjust the forecast as needed before submitting the scenario for approval. The analysis owner can make corrections on behalf of the data provider and resend the corrected workbook to the server as an e-mail attachment. The analysis owner then commits the approved scenario with the updated forecast to the base data in Integrated Operational Planning.
To monitor data provider status:
In Scenario Data Collection, review the Status:
No Action—The data collection workbook was not sent to the data provider.
‘Send E-mail’ Pending—The data collection workbook was sent, and the process is pending.
‘Received E-mail’ Succeeded—The server has received an updated workbook from the data provider. Click
to open the workbook and view updated forecast data from the data provider. ‘Stage Data’ Pending—The server is adding a set of data staging and loading jobs to the job queue. You can wait for a scheduled batch script to execute the jobs, or an administrator can execute jobs manually in the Administration Workbench
Data staging and loading jobs are in the demand job category (also called job type). If the administrator selects a job in the demand category to run manually, pending demand jobs for data providers in the job queue are executed in order.
The status may change to Issued in the Data Provider Status window during execution of long jobs. For short jobs, the Issued status is displayed only in the console log.
Stage Data Succeeded with Warnings or Stage Data Failed—The staging job was completed with warnings or interrupted with errors. Validation checks are performed before staging to ensure that data has the expected data type. If warnings or errors occur, data content may be the source. The analysis owner should contact the data provider to correct the data and resend the workbook.
Load Data Succeeded with Warnings or Load Data Failed—Data loaded into the scenario sandbox was completed with warnings or interrupted with errors. Detailed validation is performed before data is loaded. An error log is generated, and an information icon is displayed next to the Load Data job in the Data Provider Status window. Click the information icon to open a second window with error details.