Page Comparison

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The Data Quality Monitor ribbon provides you with a set of workspace tools that are organized under three tabs:

Info
Controls become active in the context of activity on the screen. Icons on the ribbon are grayed out when the function is not operational.

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Group	Control	Description
Manage	Create New	Creates an on-screen display of performance calculation data.
	Edit	Edits the criteria of an existing view.
Resolve	Diagnostics Viewer
	Commit Journal Results
	Update Status
	Status Audit
	Pending Approvals
Clipboard	Cut	Deletes a selected entry.
	Copy	Copies the selection to the clipboard.
	Paste	Pastes the contents of the clipboard.
Tools	Search
	Find	Enables you to search the current view with options to set the search parameters.
	View Row	Opens a dialog box with the contents of the selected row displayed vertically.
Refresh	Refresh Screen	Allows you to update the screen after you made changes.
	Refresh Cache	Allows you to manually refresh the cache if you made changes. If you made no changes, the Refresh button is grayed out
Distribution	Print	Provides options for Print and Print Preview.
	Export	Provides options to export to Excel (Office XML), Excel (CSV), and Text.
	Email	Opens a dialog box for entering email addresses and choose type of export.

Results Tools Tab

The Results Tools tab is made available when you have results displayed in the workspace.

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Results Tools tab of Data Quality Monitor ribbon

Group

Control

Description

Settings

Page Setup

Allows you to set Page, Margins, and Header/Footer specifications for a Performance Calculation report.

ManageMetadata MaintenanceOpens the General Reporting module in a new workspace where you can set the parameters for a Performance Calculation report.Maintain DataClient Side CommitManually commits changed performance calculation data to the database.Performance Returns

Enables you to edit performance returns and maintain a Performance Returns journal.

Security Positions Enables you add or edit a security position. You can also create a Security Returns Journal to maintain a record of updated data.Cash Activity Allows you to maintain, add, edit, and delete cash activity and maintain a Cash Activity Journal.Show LevelsOpens a dialog box that informs you of the total number of levels in the report and allows you to specify the number of levels to display.Resubmit Performance CalculationResubmit Performance CalculationEnables you to resubmit a performance calculation report after you make changes to performance returns. You can also resubmit performance calculation with different parameters without first downloading results.Show Entity InformationShow Entity InformationOpens the Portfolio Data Center in a new workspace, where you can view entity details and perform other actions, with the required authorization.Report View SettingsFontOpens the font options dialog box.FormatOpens the formatting options dialog box.Column HeadingOpens the column heading dialog box to allow you to rename the name of a selected column.AlignmentEnables you to choose left, right, or center alignment for a selected column.Save View SettingsSaves the settings you selected when customizing a view.Reset View SettingsRestores the original settings of a view.Save AsSave AsEnables you to save an Excel report in Raw or Custom format. When you select Custom format, you can save the Entire Report or the Displayed State. You can can also specify if you want to retain indentation, number format, alignment, and/or font. You can save the file to a specified location

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Grid Tab

Results Tools tab of Data Quality Monitor ribbon

Group	Control	Description
Columns	Columns	Hides and enables columns in the grid.
	Freeze Columns	Keeps the first column or the selected column visible while scrolling through the remaining data columns.
	Unfreeze Panes	Unlocks all columns, enabling you to scroll through the data.
	Fit to	Enables you to resize the column width to fit the size of the headers or the data.
Grouping	Group by	Groups the grid by a column.
	Ungroup	Ungroups all columns.
	Show Group by Pane	Enables you to view groups by pane.
	Expand All	Expands all rows in the grid.
	Collapse All	Collapses all rows in the grid.
Sort and Filter	Ascending	Sorts data in ascending order.
	Descending	Sorts data in descending order.
	Custom	Enables you to create multiple custom sorts for the grid.
	Custom Filter	Enables you to create custom filters for the grid.
	Clear Filters	Enables you to create custom filters for the grid.
View	Show	Displays row numbers and vertical gridlines.
	Compare	Enables you compare two or more rows by displaying your selections in a dialog box with options for highlighting differences in the data.
Find	Find	Enables you to find data in the workspace.
Refresh	Refresh	Refreshes the results in the workspace.
Settings	Restore Defaults	Clears custom settings that were applied to the grid.

Versions Compared

Old Version 4

New Version 5

Key

Results Tools Tab

Grid Tab