Control Function

Control function allows user to validate different data in the reporting process. The Control function is normally defined in consolidation process to return validation result on data and by each activity.

v25.05: Control Metric

The Control metric is used to create control snippets that will be used to compare the data.

Step 1: Create a New Control Metric

1. Navigate to any Sheet within your space.

   

2. Click on Sheet details icon.

   

3. Click on the “+” button > Section 1 > Add metrics.

   

4. In the Metric Creation Popup:

   1. Enter the Metric Name.

   2. Select Data Type as “Control.”

   3. Click OKAY to proceed.

   

Note: By default, all new Control Metrics will have the Control Type set as “Blocking.”

Step 2: Explore the Control Metric

1. Locate the newly created metric and click on Explore icon.

   

2. Click on Edit icon to open the Metric detail screen.

   

    

   

Step 3: Configure the Control Metric

1. Change the Metric Type to Formula.

   

2. Set Control Conditions.

   

3. Select a Comparer Type, such as Equal to, Greater than, Less than, etc.

   1. Set the Comparer Value (e.g., 0).

   2. Type the Validation Message that will appear when the condition is not met.

4. Select Input Metric

   

5. The selector popup is displayed. You can select metric from other sheets.

   

6. Click Refresh.

   

   

7. The input metric column is added along with 3 existing columns

   • Control Amount: where you enter the formula to calculate the data populated from the input metric.

     

   • Control Status: It applies to both parent and leaf members:

     • Leaf members: Each has a status that indicates whether its data is valid. This status depends on the control type assigned to the member.

     • Parent members: Their control status is determined by the statuses of their leaf members.

     Parent Status Rules (Based on Leaf Members):

     • Warning: If any leaf member has a Warning status, the parent will display the Warning status.

     • Blocking: If any leaf member has a Blocking status, the parent will display the Blocking status.

     Leaf Member Status (Based on Control Type):

     • If control type is Blocking, status will be either Valid (the validation is passed) or Blocking (the validation is failed).

     • If control type is Warning, status will be either Valid (the validation is passed) or Warning (the validation is failed).

     

   • Control Message: Displays your custom validation message when applicable.

     

   Note: Whenever you change the setup in Metric Details or update the formula, make sure to click Refresh to view the latest results.

8. Publish the Metric.

   Once everything is reviewed and verified, click “Publish” to activate the Control Metric.

   

9. The Calculation Summary popup is displayed. Please wait until the successful icon is displayed, then click Okay to finish.

   

Step 4: Verify Output in Sheet

1. Go back to Sheet > Click on Refresh to check the latest update.

   

2. You should see:

   • A status indicator showing whether the validation passes or fails.

   • Control values and messages displayed accordingly.

   

v25.05: Control Set

This function is used to categorize or tag Control Metrics.

Step 1:Set up Control set

1. Go to App > Metrics.

   

2. Click on the Schema icon.

   

   The Metric details screen is displayed.

   

3. Expand the column to view the details of the property.

   

4. Standard properties will appear as non-editable. Focus on the "Values" section to define allowed members which can be used to categorize or tag Control Metrics

   

Note: This property will apply across all Metrics under the current App.

Step 2: Assign Control Set in Metric Details

1. Go to Sheet > Sheet details > Metric list > Metric details.

   

   In this section, you can:

   • View the "Control Set" label.

   • Use a dropdown to select one of the allowed members defined in the schema.

     

2. Then Publish the Metric.

3. Otherwise, you can select the Control set for the metric on the Metric list.