Form Template Sections: Validation Tab

You can specify a threshold value for the specific supplemental data attributes and validate against a trial balance pulled from a POV in the consolidation, which allows a form to be submitted without having an exact numerical match. The validation threshold is either percentage-based, value-based, or exact match. You can also validate the attribute's value against a specified constant value.

To update the Total Validations tab in the Supplemental Data Form template:

1. Open a Supplemental Data form.
2. In New Form Template or Edit Form Template, select the Section tab.
3. Click New, or select a section and click Edit.
4. In the Edit Form Template Section, click the Total Validations tab.
5. From the Validation Type drop-down, select one of the following:
   • None: Indicates the column isn't included for the validation. Also, columns that are view only or non-numeric (such as text, list, yes/no, and so on) aren't included for validation.
   • POV: Validates against a POV value. If you select this option, then the Cube and Member Selector icons are available.
   • Amount: Validates against the total of the same attribute where it's defined.
6. From the Threshold drop-down, select one of the following:
   • Exact: Exact value will be used for validation. If selected, the text box to enter the threshold value isn't available.
   • %: Percent based validation, which allows the validation to be passed if the value is +/- of the percentage value.
   • #: Value based validation, which allows the validation to be passed if the value is +/- of the value.
7. If you've selected % or #, enter a value in the text box in the Value column. This is the percentage or value of threshold to be validated in decimal. The value should be a positive value.
   For example:

   • If attribute type is integer, it will display as integer though decimal is used as the percent or value.
   • If Threshold is selected as %,and:
     • If value is 5, it’s considered as threshold from -5% to +5% on entered or POV value.
     • If value as 0.5, it’s considered as threshold from -0.5% to +0.5% on entered or POV value.
   • If Threshold is selected as #, and:
     • If value is 10, it’s considered as threshold from -10 to +10 on entered or POV value.
     • If value is 0.1, it’s considered as threshold from -0.1 to +0.1 on entered or POV value.
   For negative, scaled, and percentage number values, the validation will be performed on the raw value stored in the database. For example, scale attributes = 1000. The value entered as 3 in a cell will be 3000 in the database and validation will be performed on the same stored value that’s 3000. If the threshold value is 1000, it'll pass the validation for all data entered between 2 and 4 (3 is 3000 in the database. So, +/- 1000 is 2000 and 4000.)