If you're an administrator or a user with access to change system settings, you'll also have access to the System Status page, which is found under the drop down arrow by your name or via the Administration tab along the left. This page is where you can visualize status, refresh data, and run jobs related to your analysis and reporting.
The System Status page allows the user to view the status of administrative tasks, process recent changes made to Catalyst, as well as selectively refresh cubes and scenarios. The primary function of the System Status page is to provide a real-time glimpse at the status of all scenarios for the Financial and Profitability cubes.
When to use it
After a change has been made in the structure of your data, such as adding a new hierarchy or after mapping new data. Example: Click Run jobs to begin the process of updating and refreshing these changes.
Note: This page is unrelated to nightly automations, which pulls data from your ERP to your Catalyst instance.
Current - All data is in sync and current in the database and in the cubes.
Pending Data - Data in the system is out of sync with the data in the cube. Both the database and the cubes are out-of-date and need to be refreshed. In other words, the system itself is digesting changes made to the data or data structure. This process occurs before the cube itself can be rebuilt.
Pending Cube - Data/Structure in the system is out of sync with the cube, but is only pending a cube refresh before becoming current. The data is current in the database but is currently being pushed to the cubes. After Pending Data is complete, the Pending Cube status should begin. Once it's complete the data is then available in Excel by clicking Refresh All Cubes in the EBM Office Bridge Ribbon.
Processing - Data is out of sync, but is currently being processed.
Hourly vs. Daily Refresh
Scenarios can be set up to either refresh on an hourly basis, or once daily in an overnight process. Best practice is to have scenarios that are commonly used and updated often scheduled to refresh hourly. This includes scenarios such as current year actuals, prior year actuals, and variance scenarios. Scenarios that are not commonly used or updated often should be set to refresh daily. This will improve the hourly refresh processing time and allow the user to see updates in the cube more quickly.
The “Refresh Financial” and “Refresh Profitability” buttons beneath Scheduled Hourly and Scheduled Daily will refresh the respective cube for all scenarios in either the daily or hourly refresh groupings.
Setting Up Scenarios for Hourly or Daily Refresh
From Manage Scenario, accessible from the Administration section in Catalyst, a user can edit a selected scenario, including for refresh frequency. Choosing Hourly or Daily under “Scenario Refresh Frequency” will set the scenario to refresh either daily or hourly. After changes are saved for the scenario, the System Status page will be updated.
Refreshing a Single Scenario
To refresh a single scenario, clicking the colored icon under Financial or Profitability for a specific scenario will refresh only that scenario. While processing, the icon will turn yellow and display “Processing”, then change back to a green icon and display “Current” when the scenario is done refreshing.
When a user clicks on their name in the top right of the Catalyst window, an option appears for “Refresh Cube.” This is an option on most pages in Catalyst.
Clicking “Refresh Cube” will refresh all the Hourly Scenarios for both the Financial and Profitability cubes of the Catalyst instance, not the Daily Scheduled Scenarios. This is an easy way to see any changes or updates made in Catalyst in the cube, but processing time may be longer compared to selectively refreshing a specific scenario or cube.
If the Catalyst instance has nightly data pulls automated from an ERP or GL system, the “Run Job” button for Integration will allow the user to manually perform an automated data pull on-demand. “Last Build Time” displays how long ago the most recent automated data pull occurred in minutes.
Once a change has been made in Catalyst, such as loading new financial data, updating a hierarchy, or re-arranging account sort order in Tree View, the system will load these changes, known as jobs, to a queue for execution on the next system refresh.
The “Run Job” button allows a user to manually execute the jobs in the queue. “Total” shows the amount of outstanding jobs that are in the queue, to be run during the hourly or daily refresh, or when manually run by the user clicking “Run Job”. The email displayed and associated number will show the number of jobs for the current user. “File Upload(s)” displays the number of uploaded files that are in the validation or processing phase in Catalyst.
The system will only run one job at a time. If the schedule hourly refresh job is processing, other jobs such as file uploads or hierarchy updates will not be processed until the hourly job is complete.