How to Freeze data ?

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iesak
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Joined: Mon Feb 23, 2009 4:49 pm
Version: 9.4
Excel Version: 2003

How to Freeze data ?

Post by iesak »

the manager want to freeze the data in order to avoid any data change while he is reading the report.
how can it be done ? TM1 workflow ?
TomBr
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Joined: Tue Jun 03, 2008 6:56 pm

Re: How to Freeze data ?

Post by TomBr »

Hi,

Open the Subset Editor for the relevant Scenario dimension, right click on the relevant element and select Security\Lock.

Just select Unlock to reset later.

Tom
pobrouwers
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Re: How to Freeze data ?

Post by pobrouwers »

Hi,

Is it possible to do this by TI ?

Thx
TomBr
Posts: 32
Joined: Tue Jun 03, 2008 6:56 pm

Re: How to Freeze data ?

Post by TomBr »

I think the nearest you'll get is ElementSecurityPut which means you will need to have a statement for each security group or loop through them.

HTH.

Tom
lotsaram
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Re: How to Freeze data ?

Post by lotsaram »

The other classic "TM1 method" of tackling this problem would be to copy the data to an alternate "reporting" version/scenario which users only have READ access to as opposed to the planning/forecast version and run the relevant reports off that.

Depending on the need the copy could be automated nightly/weekly whatever or could be triggered in specific cases from an action button for given views or slices of cube data.
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Steve Rowe
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Re: How to Freeze data ?

Post by Steve Rowe »

You need to make sure you understand what the manager means by "Freeze".

Sometimes it just that the base numbers should not ever change which is do-able with security.
A harder problem is that reported consolidation values should not change either. i.e. What happens if an account is moved from one total to another. TM1s dynamic recalc can be a bit of a curse in "hard-core" financial accounting type application, though there are workarounds.

Anyway try not to offer the second option as it's a significant piece of work to set it up.

Cheers,
Technical Director
www.infocat.co.uk
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