Working with Record Summary Metadata

Record summary metadata specifies the TSE views and pages, as well as the flash total fields that are associated with a table. Record summary metadata is delivered for fact tables. If you change the record structure of a table that uses record summary metadata, or change the totals to be summarized, you must click the Rebuild button to regenerate the SQL. This process is associated with Profit Manager.

See Understanding Profit Manager Tools.

Page Used to Work With Record Summary Metadata

Page Name	Definition Name	Navigation	Usage
Record Summary	PF_SUMM_REC_TBL1	select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select Record Summary	Create new record summary metadata or rebuild delivered record summary metadata.
PF Record Summary	RUN_PF_SUMM	select EPM Foundation, then select Data Enrichment Tools, then select Profit Manager, then select Record Summary, then select Summarize Error Statistics, then select PF Record Summary	Run the PF Record Summary engine before you process any fact table modifications.

Record Summary Page

Use the Record Summary page (PF_SUMM_REC_TBL1) to create new record summary metadata or rebuild delivered record summary metadata.

Navigation

select EPM Foundation, then select Foundation Metadata, then select Metadata Creation and Editing, then select Record Summary

Image: Record Summary page

This example illustrates the fields and controls on the Record Summary page. You can find definitions for the fields and controls later on this page.

SQL Object Prefix ID

A system-generated number that identifies the location of the SQL that is built by this component in the SQL Repository.

Record Abbreviation

A naming convention that populates all other fields on the page. Enter up to four characters. By defining the record abbreviation, the system makes a best guess and automatically populates all the fields on the rest of the page.

Apply Fact Error Correction

Select to apply fact error correction to this table.

Error Table and TSE Table

Are display-only and based on the error and TSE table definitions that were made in the record metadata for the selected table.

The following fields are automatically populated based on the record abbreviation. These objects are used for PF Modification:

TSE Table's View 1

The work record that is used in the PF Summary process.

TSE Table's View 2

The work record that is used by PF Edi.

Flash Total Field 1, 2, 3

Select the totals that you want to summarize. These totals are defined in the job totals metadata. These are monetary amounts that you want to track.

You can now run the PF Record Summary engine.

Note: Record Summary metadata must be defined before you run the PF Record Summary engine. You must run the PF Record Summary engine to run PF Modification.

PF Record Summary Page

Use the PF Record Summary page (RUN_PF_SUMM) to run the PF Record Summary engine before you process any fact table modifications.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Profit Manager, then select Record Summary, then select Summarize Error Statistics, then select PF Record Summary

Image: PF Record Summary page

This example illustrates the fields and controls on the PF Record Summary page. You can find definitions for the fields and controls later on this page.

Description

The description is important because it is used by the Metadata Search engine to locate your metadata.

As Of Dated Jobstream

Select to replace the fiscal year and period with the as of date field for the engine run.

Business Unit

Select the appropriate business unit.

Scenario ID

Select the appropriate scenario.

Fiscal Year

Select the appropriate fiscal year. This field does not display for an as of dated jobstream.

Period

Select the appropriate period. This field does not display for an as of dated jobstream.

As Of Date

If you selected the As of Dated Jobstream check box, enter the date.

Job ID

Select the job ID of Summ. Job IDs are set up in job metadata.

Record

Select the record.

PF_SUMM summarizes error statistics by field and value for the PF Modification process. The record summary metadata uses record metadata to determine which records can be summarized.