Business Rules - Reference

Business rules is a powerful automation feature of this service.
It can save a lot of time automating repetitive calculations in budgets, reports, forecasts and consolidation scenarios.

The currently available Business Rules are

• Group of Business Rules
• Basic Calculations
  • Basic Calculations Reference
• FX Conversion

Business rules are set up using this functionality

• Business rules can be created, edited and deleted here.
• Execution order and timing can be set by using the Events feature.

• Click on a item in this list will select the BR.
• Use the New button to create a new BR.
  

• Drag BR's from above list into the Execution Setup list to add them to an event.
  
• Right-click to choose
  • Run
  • Remove
  • New Event…

New button will create a new business rule as selected.

Get Business Rules working from excel-end

Below Business rules section there is a Execution setup which contains a list of Events.
By default only one event exists - Run after data load.
User can :

• create custom events (by right click on list of events);
• add business rules to event (by drag and drop);
• define its rules parameters and run.