Configuring Simple AUM

Simple AUM uses a Numeric Key in the dataset to store the value of a multiplication factor.

A Numeric Key must exist in the dataset. You can configure this in Datasets > Properties > Keys > Numeric for Keys. If the numeric is updatable, then it can be updated in the grid.

These are the steps to configure a Simple AUM for each data type or basic measure:

  1. Select Menu > Data > Simple AUM.
  2. In Simple AUM, right-click a data type and select Define Simple AUM.
  3. Specify this information:
    AUM Name
    Specify the AUM name.
    AUM Description
    Optionally, provide a description for the AUM.
    AUM Measure name
    Specify the AUM Measure name.
    Dataset
    Select a dataset from the list.
    Budget Version
    Data Type
    Select a data type from the list.
    Numeric Key
    Specify a numeric key from the list.
    Integer
    If this option is not selected, the integer value is set to By default, this option is set to blank.False.
  4. Click OK.
To import the factors, setup the import for Numeric Key in Menu > Data > Numeric/Text for Keys Setup. See Defining Numeric/Text for Keys and Importing Numeric/Text for Keys.
Note: By default, this option is set to blanThis functionality is only enabled for administrators.