Analyze rule choices

Each rule type in Planning Business Modeler is designed to facilitate a different type of task. Although some of the differences between the types of rules are visible to the Modeler or developer who writes a rule, most of the differences are internal to the processing components in the system. For example, Planning Business Modeler uses the rule type to select specialized modules that most efficiently process the particular requirements of that rule type.

Use the type of task that the rule must perform to determine which rule type to use:

  • Custom rule    The most flexible. Along with the many implementation options, you can write the rule in SQL, MDX, or the expression language built in to PerformancePoint Planning Server.

  • Special-purpose rule    Perhaps the most efficient for a very specific task. In contrast to the flexibility of a custom rule, special-purpose rules can be very restrictive; Planning Business Modeler optimizes every aspect of the rule's implementation.

  • Predefined template    Can save hours of development time and simultaneously offer ways you can customize a rule to create a rule.

Use the following questions to determine the best rule type to use or to create for the task that you want to perform.

If your rule should...

Explore this option...

Assign specific values to certain cells when you execute the rule manually.

Assignment rule in a Procedural rule set.

Assign specific values to certain cells when Planning Server executes the rule automatically.

Assignment rule in an Automatic rule set.

Calculate cells in the cube every time that the model is deployed.

Definition rule.

Distribute costs or resources across a dimension.

Allocation rule.

Do a specialized task:

» Export data to an external application.

» Create a financial consolidation report.

» Convert currencies.

» Reconcile intercompany transactions.

» Manage model properties.

One of these special-purpose rules:

» Outbound rule.

» Consolidation rule.

» Currency conversion rule.

» Intercompany reconciliation rule.

» Model variable rule.

Calculate a common business value or perform a common task:

» Present value.

» Depreciation.

» Variances between designated time periods.

» Cumulative values across designated times.

» Ratios and averages.

» Seed a budget or forecast.

» Combine information from two scenarios.

One of these predefined business rule templates:

» Present value or net present value template.

» Depreciation templates that use standard formulas.

» Variance to a specified period templates, or variance between scenarios templates.

» Period to date or average balance templates.

» Templates for rules that calculate run rate, ratios, fixed growth, and rate of return.

» Scenario crossover template.

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