The fields that appear in the Search pane are appropriate to the center you are working in.
Writer's note: We will generalize for all centers. The following centers have a Search pane: Performance, System Management Center,
System Management Center Search Pane
Define Search
You define a search by submitting search parameters to filter data results.
To define a search:
- In the workspace, click the expand arrow next to the Search icon.
You see the available search options in text boxes and drop-down lists. The default options vary from center to center. - Define search options to limit the data displayed in the workspace by making selections from drop-down lists or entering value in the text boxes.
- Click + to add other search options.
You see the Fields dialog box which enables you to select from a list of available fields. - Click Apply to add the selected Field(s) to the Search panel.
- Select the Make This My Default Search check box if desired.
The next time you log on, you see the results of this search reflected in the heat map. - Click Save if you wish to save the parameters.
- Click Search.
You see the results in the workspace based on your search selections.
Search Options
You can define a search to limit the data displayed in the workspace.
The following are the search options for Performance:
- Begin Run Date. The beginning date for validation test results. The default is yesterday. The run date is the date the validation rule was run and not the effective date of the data or calculation being tested.
- To Run Date. The ending date for validation test results. The default is today.
- Begin Effective Date. The first effective date of the data you want to test.
- To Effective Date. The last effective date of the range of effective dates you want to test.
- List. The lists or composites you want to see results for.
- Fund. The funds that you want to see validation results for.
- Performance Model. The performance model set in the Data Quality Rule that contains the validations.
- Commit Source. The designated sources used by the performance calculation that produced the validation results.
- Status. You can filter for only the status you want to review. The options are Error, Not Run, Pass, and Warning.
- Frequency. The options are Daily, Monthly, and Quarterly, in any combination.
- Data Quality Rule. You can filter based on a specific Data Quality Rule.
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