Resolving Data Validation Errors

Administrators can set up data validation rules to ensure that data meets company guidelines. If the data in a form doesn’t meet the criteria in the data validation rules, Smart View users can fix the errors directly in the form.

Data provider types: Planning, Financial Consolidation and Close, Tax Reporting

For example, your administrator can set:

  • Criteria for the data you enter, called data validation rules

  • Background colors to call your attention to data validation errors

  • Messages that tell you what the criteria is

Information on setting the above options are available in your business process administration guide. For example, for EPM Cloud Planning, see Managing Data Validation in Administering Planning.

Additionally, using a Windows Registry key, administrators can set the number of cells displayed in the Data Validation pane (see Specifying the Maximum Number of Cells Displayed in Data Validation Pane for more information.

The Data Validation pane displays in the Smart View Panel, listing the cells containing validation errors, grouped by validation rule.

Figure 8-23 is an example of these elements.

Figure 8-23 Form Showing Invalid Data Cells, a Data Validation Message, and the Data Validation Pane in the Smart View Panel


Example of a form with cells containing validation errors. A tool tip of the error message is displayed on hovering such a cell.

If the data in a form doesn’t meet the criteria in the data validation rules, follow the steps in Resolving Data Validation Errors to fix the errors.

Resolving Data Validation Errors

To resolve data validation errors in simple forms and composite forms:

  1. In a form with errors, hover your cursor over the cell having a non-default colored background to view the validation message.

    Your administrator typically calls your attention to cells having data validation rule errors by displaying them with a colored background. Pop-up text displays the validation rule.


    Grid showing cells with data validation errors. Cells C5 through G5 are colored orange, meaning that those cells need the validation errors corrected. Cells E4, and E6 through E8 are colored blue; those cells contain a different validation error that needs correcting

  2. Click in each data cell that has validation errors and resolve each error based on the instructions in the data validation message.

    You can also locate cells to resolve by reviewing the cells listed in the Data Validation pane of the Smart View Panel.

    A list of cells with validation errors is displayed in the Data Validation section of the Smart View panel.

    As you resolve errors, those cells are removed the list.

  3. In composite forms, repeat this for each form having data validation errors.

  4. If there’s more than one message in a cell, view the pop-up messages and resolve the errors.

  5. When you’ve resolved all errors, submit the data.

    The cells’ colored backgrounds and the data validation messages no longer display in the grid and the Data Validation pane no longer displays in the Smart View Panel.

Tip:

If your POV doesn't include valid members, you can clear the current members by clicking on the editable dimensions in the POV, and then selecting <Clear Selection>. You can then select members from the dimensions that are included in the valid intersection definition.

Specifying the Maximum Number of Cells Displayed in Data Validation Pane

Administrators: Use the registry flag, NumberofValidations, to specify the maximum number of cells displayed in the Data Validation pane.

Note:

The default maximum number of cells displayed is 200. Be aware that setting the flag higher than 200 can affect performance.

Add the flag to HKCU\Software\Hyperion Solutions\HyperionSmartView\Options.

And use these values:

Name: NumberofValidations

Value: 200—The default maximum number of cells returned in the Data Validation pane. You can set the number higher or lower, as you require, but note that a higher number can affect performance.

Type: REG_DWORD