Working with the Supplemental Data Analysis Dashboard

The Supplemental Data Analysis dashboard contains the details of collections and sub-collections, making it easy to view and filter the information. You can also select and sort columns, and save lists.

To view Collections in the Data Analysis dashboard:

  1. On the Home page, click Data.
  2. From the left, click Supplemental Data Analysis.
  3. From the Collection dropdown list, select a collection/subcollection and the data collection period (frequency dimension member combination) for which you want to access and analyze data.

    For example:

    Collection Name: Debt Details

    Data Collection Period parameters: Year: 2020, Period: April, Scenario: Actual

  4. Optional: Click Add a Filter, then enter a filter value. Available filters are based on the collection you selected.
  5. Optional: For more detailed filtering, from Add a Filter, click Advanced, then define filter criteria and create conditions.
    To define a condition or group:
    1. Click Create Condition or Create Condition Group.
    2. Conjunction: Select And or Or. These state how this condition or group relate to prior sibling conditions or groups.
    3. Attribute: An attribute is a field or value that a condition compares to a value for inclusion in the result set of a filter. An attribute denotes more than the list of user-defined attributes.
    4. Operand: States what kind of evaluation to perform against the attribute.
    5. Value: Specifies what values to compare the attribute against. The type of attribute determines what input field is available.
    6. To save, clear, or manage filters, click the Filters (...) button on the right of the page.
  6. From Actions, choose Select Columns to select columns for the data that you want to display.
  7. Optional: To export data from the Collection, from Actions, select Export, and select Export to Excel or Export to CSV.
  8. Optional: From Actions, select Import to import data into the Collection.
    Click Browse to select the file, select to Replace or Update the existing file, select a date format, and then click Import.
  9. Optional: From List, select another available saved list. The system displays the filters and columns that you previously saved.