Using Rule Builder in the Advanced Tab of Report Sets

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.

Basic Syntax and Operators

You can select members from multiple dimensions using the drop-down menu in the Rule Builder. 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 Builder

• 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.

Example Formulas