Transactions Page (Master Data Manager)

Use the Transactions page to review and reverse transactions.

This page contains three panes:

• Filter Criteria

• Transaction Review

• Transaction Annotations

Note

This page is available from the Explorer functional area. However, the Explorer page displays the logged in user's transactions only, and you cannot specify the model and version.

Controls

Control Name	Description
Model	Select a model to review. Only models for which you are a model administrator are displayed.
Version	Select a version that has transactions you want to review.

Filter Criteria

Use the Filter Criteria pane to filter the grid.

Buttons

Button Name	Description
Apply filter	Filters the grid by the specified criteria. Note You must first select a column and specify filter criteria or select a value from the cell in the grid.
Add filter row	Adds a row, from which you can specify additional filter criteria.
Delete selected filter row	Deletes the selected filter row.

Controls

Control Name	Description
Column	Double-click the cell to select the grid column from which you want to filter data.
Operator	Displays the Is equal to operator, which returns results that are exactly the same as the specified criteria. For example, to filter on Product Hierarchy, you must type Product Hierarchy.
Criteria	Double-click the cell and type the criteria on which you want to filter from the list of data.

Transaction Review

Use the Transaction Review pane to view and undo transactions.

Buttons

Button Name	Description
Reverse selected transaction	Creates a transaction to undo the selected transaction. For example, if the transaction changed a value from Red to Blue, this button reverts the value back to Red. This action is available only when a row in the grid is selected.
Export to Excel	Exports all visible transactions to Excel. Note If you have filtered the list of transactions, the filtered list is exported.

Grid Columns

Column Name	Description
Type	Displays the type of transaction. Possible values are: Member annotated Member status changed Member created Member moved to parent Member moved to sibling Attribute value specified
Explicit Hierarchy	If applicable, displays the name of the explicit hierarchy that changed.
Entity	Displays the name of the entity that changed.
Attribute	If applicable, displays the name of the attribute that changed.
Member Code	Displays the member code of the member that changed.
Member Type	Displays the type of member that changed. Possible values are: Leaf Consolidated Collection
Prior Value (Explorer only)	Displays the value of the attribute before the transaction occurred.
New Value (Explorer only)	Displays the value of the attribute after the transaction occurred.
Added Date (Explorer only)	Displays the date and time that the transaction occurred.
User (Explorer only)	Displays the name of the user who made the transaction.

Transaction Annotations

Use the Transaction Annotations pane to enter and view annotations for a transaction selected in the grid.

Users enter annotations to provide information about why a transaction occurred. An unlimited number of annotations can be created for a transaction.

Buttons

Button Name	Description
Save annotation	Saves the annotation.
Cancel	Deletes text in the Annotation box.

Control

Control Name	Description
Annotation	Type the text of the annotation.

Grid Columns

Column Name	Description
Annotation	Displays the text of the annotation.
User	Displays the name of the user that entered the annotation.
Added Date	Displays the date the annotation was entered.

See Also

Concepts

Version Management (Master Data Manager)