Using Rule Builder in the Advanced Tab of Report Sets

The Add or Edit option is available when the Reference Account line type is selected. Click to open the Add Rule or Edit Rule dialog box. Select the Advanced tab based on requirements. The Advanced Rule Builder helps you create custom calculations inside a Report Set. You can perform operations like summing accounts, calculating averages, or building formulas across multiple dimensions like Account, Department, Product, etc.

Toolbar Actions

• Reset - Clear the currently added dimension members and revert to the previously saved state.

• Copy - Copy the syntax.

• Paste - Paste the copied syntax.

• Check syntax - Click to validate if the syntax is correct or not.

• Check Auto Syntax - Enable this option to auto-validate the syntax when you save the rule.

• Clear - Removes the rule and rule definition.

• Rule Builder - Displays the technical syntax of the member

  • Use this field to build formula.

  • Drag and drop members from the left tree.

  • You can select members from multiple dimensions using the drop-down menu in the Rule Builder (Left Tree). This allows you to create formulas across dimensions like Account, Product, Department, etc.

  • You can use:

    • Basic math operators: +, -, *, /

    • Common functions: such as SUM(), AVG(), and others

    • Parentheses ( ) to group calculations

    • Curly braces { } to combine multiple members

    • Parentheses around the entire formula if using commas

  • Avoid adding = at the beginning of the formula, it will throw a syntax error.

• Rule Definition - Displays the Member Code and Member Name of the selected member.

  • The Rule Builder displays the technical syntax of a member using the Dimension name and system-generated IDX (e.g., [Account].&[1456]), while the Rule Definition shows the Member Code and Member Name (e.g., Net Income - NI).

  • When editing a rule, you can use the Member Code or Member Name from the Rule Definition to quickly locate the corresponding member in the Left Tree. Use the search function to find and reselect the member if you need to modify the rule.

  • When deleting a member from a rule, make sure to remove the corresponding Member Code and Member Name from the Rule Definition to avoid referencing invalid or missing members.

Understanding Rule Builder and Rule Definition with an Example:

Member Details

• Dimension - Account

• Member Code - Net Income

• Member Name - NI

• IDX - 1456 (System generated Index number associated with a member in the hierarchy)

When you drag and drop the Net Income member from the Account Dimension from the left tree to Rule Builder

• Rule Builder displays: [Account].&[1456]

• Rule Definition displays: [Net Income - NI]

Example Formulas