Run a rule or rule set

In PerformancePoint Planning Business Modeler, the way you run a rule or a rule set depends on the characteristics of the rule.

Rule type

Rule set type

How to run

Allocation
Assignment
Model variable

Procedural

Run the rule or rule set from the Business Rules workspace.
OR
Include the rule in a scheduled Calculation Rule job. For more information, see Include a rule or rule set in a scheduled job.

Assignment

Automatic

Run the rule or rule set from the Business Rules workspace.
OR
Reprocess the model to have Planning Business Modeler run the rule automatically. For more information, see the Reprocess a Model section of Deploy a model.

Definition

Definition

Deploy the model to have Planning Business Modeler automatically run the rule as part of the model definition. For more information, see Deploy a model.

Outbound

Outbound

Include the rule in a scheduled Data Export job. For more information, see Include a rule or rule set in a scheduled job.

Intercompany Reconciliation

Intercompany Reconciliation

Include the rule in a scheduled Intercompany Reconciliation job. For more information, see Include a rule or rule set in a scheduled job.

Currency

Currency

Include the rule in a scheduled Currency job, Intercompany Reconciliation job, or Consolidation job. For more information, see Include a rule or rule set in a scheduled job.

Consolidation

Consolidation

Include the rule or rule set in a scheduled Consolidation job. For more information, see Include a rule or rule set in a scheduled job.

In short, Planning Business Modeler runs rules in Automatic rule sets and Definition rule sets when the model is reprocessed or deployed. You must run any other type of rule or rule set from the Business Rules workspace, or include the rule or rule set in a scheduled job.

Important: You cannot run a rule unless the rule has been manually validated. For more information, see Validate a rule.

What do you want to do?

Run a rule or rule set from the Business Rules workspace

Include a rule or rule set in a scheduled job

Run a rule or rule set from the Business Rules workspace

  1. In the Workspace Browser pane, click Models.

  2. In the model site workspace, double-click a model that contains the rule you want to run.

  3. When the model opens, click the Business Rules tab to open the workspace.

  4. Right-click the rule set or the rule that you want to run, and then select Execute selected rule set or rule from the shortcut menu. Alternatively, select the rule set or rule, and then click the Execute selected rule set or rule button.

  5. If the rule has no parameters, Planning Business Modeler runs the rule until it is completed. If the rule has parameters, the Parameters for rule 'RuleName' dialog box opens. In the dialog box, do one of the following:

    • Type a value for a parameter in the Values column.

    • Select the parameter from the Label column and then click Pick Member to open the Add or remove members to include them in the selection for [DimensionName] dialog box. In the dialog box, select the member or members that you want to add, and then click OK to run the rule.

  6. View the results, and then click OK to return to the Business Rules workspace.

    Note: If the rule executes successfully, the Rule Execution Results dialog box displays several metrics, such as the number of cells affected and the time that was required to execute the query. If the rule does not execute successfully, the Messages dialog box displays one or more messages, errors, or warnings.

Include a rule or rule set in a scheduled job

To include a rule or rule set in a scheduled job, you must first add the rule or rule set to a job template.

Planning Business Modeler includes several predefined job templates that accept only specific rule types. For example, a Data Export job template accepts only Outbound rules, and a Currency job template accepts only Currency rules.

In addition, you can create a custom Calculation Rule template to run one or more rules in a procedural rule set. For more information, see Create a job template.

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