Managing rules

Rules perform business logic calculations in an OLAP data model.

  1. Select Dashboards > Data Integrations > OLAP Modeling.
  2. Select the model and then the data cube for which to manage rules.
  3. On the Rules tab, in the Rules pane, perform these actions as required:
    Action Description
    Add a rule group Click the plus icon and select Add new rule group. Optionally, change the automatic name of the rule group and specify its description.
    Add a rule Click the plus icon and select Add new rule.
    Organize rules into rule groups Drag and drop a rule under an appropriate rule group.
    Change the order of rules Drag and drop a rule into the correct position.
    Edit a rule Click the rule to edit.
    Delete a rule or rule group Click the three-dot icon next to a rule or rule group to delete. Select Delete and, to confirm, click Delete. If you delete a rule group, then all rules under it are also deleted.
    Disable a rule or rule group Turn off the switch next to a rule or rule group.
  4. If you add or edit a rule, specify or update this information in the Editor pane respectively:
    Name
    Specify a name for the rule.
    Description
    Optionally, specify the rule description.
    Affected Cells
    Select which cells the calculation affects. Select from these options:
    • All
    • Consolidated
    • Base
    Target
    Specify the target element of the calculation within the provided square brackets. For example, [MEASURES:'Net Revenue']. Double-click object names, elements, and functions in the Object Browser to insert them into the Target field.
    Formula
    Specify the formula of the calculation. For example, [MEASURES:'Revenue']-[MEASURES:'Discounts']-[MEASURES:'SD']. Double-click object names, elements, and functions in the Object Browser to insert them into the Formula field.
  5. Click Save.