Viewing Allocation Trace Results

To view allocation trace results:

1. From the Home page, select Intelligence.

2. On the left navigation bar, select Trace ().

3. On the Trace page, click the drop-down and select a Cube.

4. Select the data form that will be used to generate the trace results.

   • Click the Select Data Form link.

     

   • In the Data Form dialog box, navigate to the desired form, select the form, and then click OK.

     

     The form you selected is displayed on the Trace page.

     

5. Select a point of view for which to display the data. To do this, select members for the Years, Period, Scenario, and Version dimemsions. (See Understanding Points of View.)

   

   You must select a point of view that has already been defined on the Calculation Contol page. If you select a point of view that has not already been defined, you will get an error message to "Select a valid Point of View" when you click Refresh. (See Creating a Point of View.)

   Note that the point of view you select overrides the fields selected in the data form definition. (See Designing Data Forms for Trace).

6. Click Refresh to display the trace results.

7. Optional: To do more with the diagram, perform an action:

   1. To isolate a node and view it's allocation flow, click the desired node, and then click .

   2. To restore all the nodes, click .

   3. To analyze or edit the data form, click , and select an option:

      • Analyze Data Form: Displays the data form that generated the trace diagram.

      • Edit Data Form: Allows you to edit the data form.

        Note:

        For more information on data forms, see see Creating Forms.

        After selection, a tab appears at the left-bottom corner of the page for each selected action.

      • To switch back from the Analyze Data Form or Edit Data Form page to the Trace diagram page, click the Trace tab. On the Trace page, select a Data Form.