Change Management Dashboard

The Change Management dashboard enables you to analyze completed request changes for specific applications and dimensions, request actions, properties, and users.

Considerations

• You must have at least Data Manager permission on an application in order to view change management information for that application. Users with the Auditor application role can view change management information for all applications.

• The Change Management dashboard displays changes to data that were committed to the system by completed requests only. It does not display changes from Draft or In Flight requests.
• For dashboard panels that display metrics from contributors, the contributors data also includes assignees for subscription requests.
• The dates for the transaction data in all charts are based on Coordinated Universal Time (UTC). Aggregated changes represented in the charts may vary by a day when compared to transaction history due to time zone differences.

Change Management Scoreboard

The following scorecards are available from the Change Management Scoreboard. Each scorecard displays the name of the metric and the metric value as filtered by the filter bar.

• Completed Changes Trend
• Request Change Activity
• Active Contributors
• Applications Changed
• Properties Changed

Filter Bar

To view request changes in your system, make selections from the following filters.

• Data Chain: Select the applications, dimensions, hierarchy sets, and node types to view changes for. Select one or more data chain objects in the drop down list. You can select a maximum of 15 items in a single drop down list.
  • Application: Select one or more applications to view changes for.
  • Dimension: For a selected application, select one or more dimensions to view changes for.

    Note:

    The Dimension filter is available only when a single application has been selected in the Application filter.
  • Hierarchy Set: For a selected dimension, select one or more hierarchy sets to view changes for.

    Note:

    The Hierarchy set filter is available only when a single dimension has been selected in the Dimension filter.
  • Node Type: For a selected dimension, select one or more node types to view changes for.

    Note:

    The Node Type filter is available only when a single dimension has been selected in the Dimension filter.
• Request Type: Select one or more request types that you want to view completed changes for. The following request types are available to select:
  • Consolidation
  • Import
  • Interactive
  • Subscription
  • Load
• Action: Select one or more request actions that you want to view completed changes for. The following request actions are available to select:
  • Add
  • Insert
  • Move
  • Remove
  • Delete
  • Update
  • Rename
  • Reorder
• Property: Select one or more properties that you want to view completed update changes for.

  Note:

  The Property filter is available only when the Action filter is set to the single action Update.
• User: Select one or more users to view completed changes for.
• Time Frame: Select the time frame to view completed changes for. You can select only a single value for the Time Frame filter.

  From Period, select the time period to view changes for, or click Date Range and enter a custom date range (month and year). The following periods are available to select:

  • Month to Date
  • Quarter to Date
  • Year to Date
  • Previous Month
  • Previous Quarter
  • Previous Year