License Optimizer

Data Summary

To see the results of reconciliations, click Data Summary under Business Intelligence on the navigation bar to display the Data Summary page.

Data Summary page

You can also access the Data Summary page for a specific reconciliation by clicking the required reconciliation entry link in the Reconciliations data grid (shown in the Reconciliations tab on the Reconciliation page). For more information, see the Reconciliations tab section of Previous Reconciliations.

You can select a different reconciliation using the Reconciliations list shown at the top of the page:

Data Summary page: Reconciliations drop-down list

Initially, the Reconciliation drop-down list shows full reconciliations, and the data for the most recent full reconciliation appears on the page. To filter by partial or modelled reconciliations, select the required option button above the list to filter it by reconciliation scope. The available scope options are:

  • Full Reconciliations
  • Partial Reconciliations
  • Modelled Reconciliations

For more information on full and partial reconciliations, see Run Reconciliation. Modelled reconciliations are generated by scenario modelling. For more information, see Scenario Modelling.

Use the Currency drop-down list to specify the currency used for reporting any currency data in the reconciliation data.

You can filter the reconciliation data shown in the data tabs using the Filter pane that appears above them:

Data Summary page: Filter pane

You can use the following filtering options either individually or in combination:

  • Business Unit
    You can use a custom filter, business unit(s) and/or tag(s) to filter the reconciliation data. If you apply a Business Unit filter, the results are based on all views of the Analytic Summary, even if some of the views don't have the Business Unit column.
  • Product
    You can type criteria into the Select the Product box and press enter to return a list of possible product matches from which you can select the required product. You can also click Expanded Filter Options icon to the right of the Select Product box to display the Expanded Filter Options pane:

Data Summary page: Expanded Filter Options pane

The Expanded Filter Options pane enables you to select the required vendor(s), product(s) and / or product version(s) on which to filter the reconciliation data. Select the required items, then click Apply Filter at the bottom right of the pane.

  • Metric
    You can filter the reconciliation data by metric.

When you have applied filters (or a combination of filters),Data Summary page: Reset Filter icon appears. Clicking this icon removes all filters and refreshes the data.

The tabs on the data pane display different elements of the reconciliation data:

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