Business rule planning considerations in Planning Business Modeler

One of the most important considerations when planning your business rules is ensuring that you have well-defined business processes, as these processes will be converted into your business rules. Clearly defined business processes will enable you to write concise, accurate, and well-scoped rules, which can improve system performance.

Some rules are automatically created by PerformancePoint Planning Business Modeler and you can also define additional business rules for common calculations. User-defined rules can be created by using rule templates, by copying and modifying an existing rule, or by writing a new rule in Microsoft Office PerformancePoint Expression Language, SQL, MDX Script, or MDX-Query language. Identifying the user-defined rules you will want to create and the method you will use to create them is an important step in planning your application.

Rule implementation, or how Planning Business Modeler processes the rule and how the rule interacts with your data, should also be considered when planning your business rules. Rules can be implemented via SQL, MdxQuery, MdxScript, Nativesql, NativeMDX, or via specialized implementations. Some rule types, such as consolidation rules, currency rules, and intercompany reconciliation rules require specialized implementations. Rule type and whether the rule will be static or dynamic determine which rule implementation methods are available.

Other planning considerations for business rules are the number and complexity of data queries and any dependencies created between rules, as these factors can also impact performance. Due to this, performance can vary significantly between different implementations of the same business rule.

Another important planning consideration is whether you will use predefined rule templates. Planning Business Modeler includes numerous predefined rule templates that can be further customized to create business rules specific to your organization and to perform common business tasks such as consolidations, budget seeding, and currency translation.

Predefined rule templates are available for common financial calculations, such as variance, depreciation, average daily balance, and year-to-date, quarter-to-date, and other cumulative values. Planning Business Modeler also provides predefined rule templates for common financial intelligence processes, such as consolidations, currency conversions, and intercompany reconciliation.

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