Reverting Data Entries (Undo)

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Jedox OLAP Server allows reverting planning actions, including splashing actions. However, to revert, or “undo”, these actions is not possible at any point in time by default. To enable the ability to undo such an action, the user first needs to explicitly lock an area of the cube where data is being entered. This is also called setting a reference for undo. From the moment such a lock is defined on a cube, other users will not be able to enter data in that cube area; however, they will be able to read data (including the user’s current changes). OLAP Server then keeps an explicit history of entries made by the user, and allows this user to either undo the last action(s) step by step, revert all writeback actions since setting the undo lock, or committing the changes. Only after the user either reverts or commits will the lock will be unset, and other users will be able to enter data in the cube area again.

For defining Undo locks, write access on the cube is required. Committing, or reverting (in other words: releasing) active locks is only possible for the user who defined the lock, or for the “admin” user or another user with “D” access on the “system operations” role right object.

Setting a reference for Undo

To enable Undo, first select a cell or cell area where values from the cube are displayed (i.e. where PALO.DATA* formulas are used), as in the screenshot below, then click on the command “Set reference for undo”.

In Excel spreadsheets,
this command can be found on the Jedox Ribbon:

In Jedox spreadsheets,
this command can be found on the “Query” pulldown menu:

After setting a reference for Undo, the other three commands are now active:

Undo:

Reverts the last change. You can also undo several steps in sequence.

Rollback:

Reverts all changes since setting the reference area for undo, then removes the Undo lock.

Commit:

Writes all changes to the OLAP cube and then removes the Undo lock.

Inspecting current Undo locks

In Jedox Web, it is possible to view a list of current Undo locks for a given cube. In the Modeler, on a cube’s properties page, the section “Undo locks” shows the list of active locks for the selected cube.

List of Undo Locks in Modeler

Each row shows for which “Cube Slice” a lock is defined, which user created the lock, and how many writeback actions were executed since the lock was created. Additionally, it is possible to either revert, or commit changes here, thus releasing the lock.
The list of Undo locks is also available from the Undo menu within a report. In report context, the dialog also allows to pick up a lock that was created in a previous session, and subsequently undo single writeback steps from that previous session. Picking up a lock is possible regardless of whether the lock was defined in Jedox Web, or Jedox Excel Add-In.


Important notes:

  • For each Excel session and for each Jedox Web session, you can only specify one undo reference at a time..
  • After you set an undo reference, it is not possible for other users to enter or change values in this area. Only after canceling  the undo reference will the area be open for entries from other users.
  • Before you quit your Excel session resp. your Jedox Web session, you should also decide to commit or to rollback all changes. Otherwise, all changes are automatically undone when the session ends.
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