Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

When an exception appears in the Data Quality Monitor heat map, you can assign it to a user or group.
To assign exceptions manually:

  1. From the Performance Desk in Performance Center, open the Data Quality Monitor workspace, and select the records you want to assign using the checkboxes on the left side of the heat map.
  2. Click Assign Exception on the ribbon.
    You see the Assign Exception dialog box.
  3. To assign exceptions to a user or users, click the Users radio button and make selections from the drop-down list. 
  4. To assign exceptions to a business group or groups, click the Business Group radio button, and make selections from the drop-down list. If appropriate, click the Publish to underlying Groups as well checkbox. 
  5. Add Comments as needed and click Save.
    You see a confirmation message when the assignment is complete.
  6. Click OK.
  7. You can modify the heat map columns to view assignments and other relevant information by selecting the Grid tab on the ribbon and clicking the Columns icon. You see the Columns dialog box with a list of available columns. Select Assigned Users, Assigned Business Group, and Assigned By User as needed and click Add.

...

In Data Quality Monitor, you can also assign exceptions by creating and applying an Assignment Rule. Applying an Assignment Rule ensures that the assignments will be made automatically in the event of a submission of a Performance Calculation or Automation Center event.
To create an assignment rule:

  1. From the Performance Desk in Performance Center, click Setup > Validation Rules or Data Quality RulesAssignment Rules on the ribbon.
  2. Click Create New on the ribbon to create a new rule.
    You see the Create New Rule dialog box.
  3. Select the Rule Name, Comments, Rule Type, and Rules.
  4. Select Enabled to activate the Rule.
  5. Select User or Business Group as the Assignment Type. If you chose Group, then make a selection from the Assign to Users/Business Group drop-down list.
  6. Click Build Logic in Rules Conditions to create a rule based on Entity fields.
    You see the Logic Builder.
  7. Create the rule, click Save & Close, and then click Save.

...