WEBVTT 1 00:00:01.000 --> 00:00:08.111 Managing metadata. CCH Tagetik is intended to be a product that will largely be managed and owned by the office of finance. 4 00:00:09.103 --> 00:00:12.541 To assist in doing this we've created an environment that leverages point and click 5 00:00:12.542 --> 00:00:16.100 drag-and-drop to make adjustments to the metadata that will be used by the system. 6 00:00:17.200 --> 00:00:23.500 Users have full ownership of this graphically enhanced environment, so they can modify and move tiles around, sorting them as needed 7 00:00:23.501 --> 00:00:28.260 but always making updates to the single unified database in the background. 8 00:00:28.261 --> 00:00:35.200 Users can manage more than just dimensions, they can manage data processes, user's rights, even ETL. Let's take a look at the dimensions. 9 00:00:35.201 --> 00:00:41.000 By simply selecting on it and presenting with all of the dimensions that are in my current database, 10 00:00:41.001 --> 00:00:47.432 now I can make updates directly to the list of elements within anyone of these particular dimensions or I can even view 11 00:00:47.433 --> 00:00:54.500 and make updates directly to the multiple hierarchies that are maybe associated with anyone of these dimensions. Let's take a look at the departmental view. 12 00:00:54.501 --> 00:01:00.999 Here as you can see amongst my cost centers FP&A I have 3 elements, let's say I want to 13 00:01:00.900 --> 00:01:06.512 add a new treasury cost center to the structure and to the overall application, well I don't have to 14 00:01:06.513 --> 00:01:17.000 set it up in the list and then add it, I can actually add it directly here, by simply hit in this button, updating the code and the name 15 00:01:18.623 --> 00:01:26.498 and with that, simply hit save. The system has now added not only the new element for treasury, it's also updated the structure. 16 00:01:26.499 --> 00:01:37.811 In fact using 'Relationships' I can go ahead and add this into the other hierarchies that I have available, so let's say for example, I want to add this to my 'All Practice Groups'. 17 00:01:38.063 --> 00:01:44.000 Now it maybe that your list is too clearly long and you may want to have a different approach to adding to these hierarchies, 19 00:01:44.001 --> 00:01:57.000 so we also have the ability to change the view to a Parent Node view ... and now looking at treasury, I can come in and now make the selection off nodes, 20 00:01:57.001 --> 00:02:06.097 as to which node I wish to add this to. Now of this particularly long list I also have the option of exporting to Excel this entire set of lists 21 00:02:06.098 --> 00:02:14.000 and then making the updates and reimporting it into from Excel. Now keep in mind that lot of these, for example, cost centers and accounts 22 00:02:14.001 --> 00:02:22.753 will probably be maintained using an ETL to your ERP system where they'll all naturally be managed, so that continues to exist in the background. 23 00:02:22.754 --> 00:02:30.198 But this shows the ease way in which you can also manage dimensions that aren't being owned by another source system or your ERP system. 24 00:02:30.199 --> 00:02:33.504 So there you go, quick and easy managing of metadata in CCH Tagetik.