Create a new rule

A business rule is a short executable program that performs a business task. In PerformancePoint Planning Business Modeler, business rules operate on the multidimensional data in a model, and each rule must belong to an appropriate rule set. (For more information about how to select a particular rule type, see Analyze rule choices.)

Each rule has three specific characteristics that govern how Planning Business Modeler processes the rule:

  • Rule set type    Determines how you run a rule. For example, an Automatic rule set runs each time that the model is deployed.

  • Rule type     Determines how Planning Business Modeler processes the rule. For example, Planning Business Modeler contains optimized components that run specialized rules such as consolidation rules or currency rules. Assignment rules, Definition rules, and Allocation rules are processed by the Planning Business Modeler calculation component, and so on.

  • Rule implementation    Procedural rules with SQL or MdxQuery implementation can be executed directly by users, or included in a scheduled job. Rules with MdxScript implementation become part of the model definition, and are executed and cached every time that you query a cell in the rule scope.

Create a new rule

To create a new rule in Planning Business Modeler:

  1. Click Models in the Workspace Browser pane.

  2. Double-click the model in which you want to create the rule.

  3. Click the Business Rules tab.

  4. If you do not have the model checked out, click Check Out in the Model Tasks pane.

  5. Click the rule set that you want to use to contain the new rule. If necessary, create a new rule set.

  6. On the Actions menu, click Create a New Rule, or right-click the rule set, and then click Create a New Rule from the shortcut menu to open the New Rule dialog box.

    Note: The rule set type that the new rule belongs to determines which options are available in the dialog box.

  7. In the Name box, type a name for the new rule. Then, in the Label box, type a label for the new rule. For more information about name and label restrictions, see About names and labels.

  8. (Optional) In the Description field, type a description for the new rule.

  9. » To copy an existing rule or to use a template to create a rule:

    1. Select the Use template or copy from existing rule check box.

    2. Do one of the following:

      • Select a rule to copy from the Copy drop-down list.

      • Select a rule template from the Template drop-down list, or
        Click the ellipsis (...) button next to the drop-down list to display a list of available templates.

    3. Click OK.

      » If you do not copy or use a template, do the following:

    4. From the Type drop-down list, select a rule type.

    5. In the Implementation drop-down list, select an implementation type.

    6. Click OK to add the new business rule object to the business rules table.

You can now create the business rule in the Rule Expressions pane by typing in the code. For more information about working with the rule code, see Define a SCOPE statement and Elements of a business rule.

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