About the Business Rules page in Planning Business Modeler

The Business Rules page is in the Models workspace. By using the tools in the Business Rules workspace, you can create and manage business rule sets, business rules, and model properties. In addition, you can expand each pane that appears in the Business Rules workspace for more detailed control.

In this topic

Introduction to Business Rules

Business Rules workspace

Rule expression shortcut menu commands

Model tasks

Rule set details / rule details / variable details / parameter details

Introduction to Business Rules

The tasks that you can perform from the Business Rules workspace are determined by your security role. When you are working with a rule that involves two model sites, such as cross-model allocation, your role with both model sites is important. The following list describes restrictions that you should consider when you work with cross-model allocation.

  • To create or modify business rules that perform cross-model allocations, you must meet one or both of the following criteria

    • Be a Modeler or a Data Administrator for both model sites

    • Be a Modeler or Data Administrator for the application that contains the two models

  • To deploy a model site that contains cross-model allocation rules, you must be a Modeler or Data Administrator of the model site that you are deploying.

  • To delete a cross-model allocation rule you must be a Modeler or Data Administrator for the model in which the rule is saved.

Element

Description

Business Rules

The Business Rules workspace displays a rule grid pane that displays the list of business rules, business rule sets, and variables that are associated with a particular model. When you select a rule, rule set, or variable in the rule grid pane, you can view additional details about the item in the respective Details pane. In addition, the Business Rules workspace contains Rule Expressions box that displays the text of a rule.

Model Tasks

The Model Tasks pane contains links for model management tasks. The role you belong to and the model that you select in the workspace determine whether a task is available.

Rule Set Details / Rule Details / Variable Details / Parameter Details

The title of this pane changes, depending on what item you have selected in the Rules Grid, and includes details about the properties or settings of that item.

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Business Rules workspace

Note: If the rule set row in the grid has dimmed text, it cannot be edited, moved, added, or deleted.

Element

Description

Icons

At the top of the Business Rules workspace, icons provide convenient access to many of the primary business rule actions. You can also access the icons on the menu that appears when you right-click an item. You can also perform these actions by using links in the Model Tasks pane. The following list summarizes the actions that you can perform by using icons:

  • Create a new rule set, rule, or parameter.

  • Delete a rule set, rule, variable, or parameter.

  • Parse, validate, and run rules and rule sets.

  • Debug a rule.

  • Modify the way the rules and rule sets are ordered in the rules table. When you use the icons, you can indent or outdent items, move items up or down, and expand or collapse all rule sets to view or hide the individual rules. You can also use these icons to move rules into and out of compatible rule sets.

  • Expand or collapse rows in the rule grid pane.

Name

The name of the rule, rule set, variable, or parameter. You can sometimes change the values in this column, but if the rule set is dimmed, it cannot be edited.

Label

The label of the rule, rule set, variable, or parameter. This value cannot be modified.

Description

The description of the rule, rule set, variable, or parameter. You can sometimes change the values in this column, but if the rule set is dimmed, it cannot be edited.

Type

This indicates the data type of the property. For variables or parameters, the type will be one of the following: decimal, member of dimensions, members of dimension, text (string), True/False (Boolean), or integer (whole). For information about rule types and rule set types, see Analyze rule choices.

Status

This indicates the status of this property for a rule or rule set. Status can be either Active or Inactive.

Scope Editor

This pane is for specifying the dimension scope of a rule. You can type members into a dimension text box, or you can click the corresponding ellipsis button and select members from a dialog box.

Rule Expression

The Rule Expression box displays the rule text, which you can edit. When you select a rule in the rule grid pane, or when you create certain types of rules, the Rule Expression box is automatically populated. You can display a shortcut menu from the Rule Expressions box when you right-click in the box. Note:   You must have a model checked out in order to modify, add, or delete the rule text that is shown in the Rule Expression box.

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Rule expression shortcut menu commands

The following table lists the options that appear in the shortcut menu for the Rule Expression pane.

Element

Description

Fill Template Placeholders

Active only if you selected Use template or Copy from existing rule in the New Rule dialog box. Click this link to open the Fill Template Placeholders dialog box. This dialog box displays a list of all the placeholders in the selected template, and a description of each placeholder.

Insert Member(s) of Dimension

Click this link to first select the name of a dimension, and then open the Select Members dialog box. This dialog box displays the names of members for the dimension that you selected.

Insert Parameter

Active only if this model has defined parameters. Click to select the name of a parameter you want to insert.

Insert Variable

Click to select the name of the model variable you want to insert.

Cut

Click to cut selected text and copy the cut text to the Clipboard.

Copy

Click to make a copy of selected text to the Clipboard.

Paste

Click to paste the contents of the Clipboard at the indicated location.

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Model tasks

The following table lists the links that appear in the Model Tasks pane. These links enable you to perform tasks on all models in the local model site.

Element

Description

Create a Model

Click this link to open the Create a Model wizard.

Manage Model Dimensions

Click this link to open the Manage Model Dimensions dialog box and to add a dimension member set or a view to a model.

Manage Assumptions

Click this link to open the Manage Assumptions dialog box and to manage the assumptions for a model.

Schedule Current Period Updates

Click this link to open the Schedule Current Period dialog box and to schedule changes to the current period variable.

Check In/Check Out

If you want to gain access to a model to update or change it, you must lock the model by clicking Check Out. When you finish updating the model, click Check In so that the model can be edited by other users.

Cancel Check Out

If you click the Cancel Check Out link, any changes that you made during the current check out will be reverted to the way they were the last time that you saved the model.

Save This Model

Click the link to save all changes that you make to this model to the PerformancePoint Planning Server database.

Deploy Rules and Variables

This updates the server to include new rules, or changes to rules. After you click this link, the progress of the rule and variable deployment is displayed on the status bar at the bottom of PerformancePoint Planning Business Modeler. Also, the Messages dialog box opens and displays information and errors related to this deployment.

Reprocess Model Data

Click this link to process the model fact data after you change it. This element is available only for rules with the following implementation: SQL, MdxQuery, NativeMdxQuery, and NativeSql. Note that clicking this link does not save the model metadata to the Planning Server database. After you click this link, the progress of the data reprocessing is displayed on the status bar at the bottom of Planning Business Modeler.

Delete this Model

When you delete a model, it is permanently deleted from the application. In Planning Business Modeler, models can be deleted by a user who is assigned to the Data Administrator role.

Import Rules

Click this link to open the Import Rule(s) dialog box, which enables you to import business rules, rule sets, variables, and parameters from a file and location that you specify.

Export Rules

Click this link to open the Export Rule(s) dialog box, which enables you to export business rules, rule sets, variables, and parameters to a file and location that you specify.

Validate All Rules

After you click this link, the progress of the rule validation is displayed on the status bar at the bottom of Planning Business Modeler. Also, the Messages dialog box opens and displays information and errors that are related to this action.

Create Job Template for Rule Set or Rule

After you click this link, the progress of creating a template is displayed on the status bar at the bottom of Planning Business Modeler. Also, the Messages dialog box opens and displays information and errors that are related to this action.

Synchronize This Model to Staging Area

Click this link to synchronize the current model to the staging database. The status bar at the bottom on Planning Business Modeler displays text to notify you when the synchronization is successful.

Load This Model from Staging Area

Loading model data in Planning Business Modeler loads the fact data from the staging database to the application database. All changes to the model data in the staging database are integrated into the application database. This includes new, updated, and deleted fact data.

Notes: 

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Rule set details / rule details / variable details / parameter details

This pane lists details about the specific rule, rule set, variable, or parameter that you selected on the Business Rules workspace.

You can change some of the details in this pane. For example, you can change rule implementation here. And you can change the settings for the Reprocess after Execution or the Reverse Currency Conversion properties if they are included in a rule.

For cross-model allocation rules, you can change the Other Model property.

Element

Description

Name

The name of the rule or rule set.

Label

The label of the rule or rule set.

Description

The description of the rule or rule set.

Implementation

The type of implementation for the rule. This can be set to one of the following general implementations: MdxScript, SQL, MdxQuery, NativeMdxScript, NativeSql, or NativeMdxQuery. This value might also be set to one of the specialized implementations, such as Consolidation, Currency, Definition, Outbound, Variable, or Intercompany.

Reprocess After Execution

This is set to either True or False. This value appears only for rules with the following implementation types: SQL, MdxQuery, NativeMdxQuery, and NativeSql.

Reverse Currency Conversion

This is set to either True or False. This value appears only when the selected rule is of type allocation or assignment.

Deployed

This is set to either True or False.

Other Model

This is set to the name of a second model that will be used in a cross-model allocation rule. This value appears only for rules of type cross-model allocation.

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