Establishing Selection Rules

This section discusses how to:

Define dimension member selection rules.
Define an advanced rule.
Preview project request IDs.

Pages Used to Establish Selection Rules

Page Name	Definition Name	Navigation	Usage
Dim Member Select	BC_KPI_FILTER	select Scorecards, then select Administration, then select Portfolio Objects, then select Dim Member Selection Rule, then select Dim Member Select Select the Create Selection Rule link or the View Selection Rule link on the Portfolio Definition - Dimension Member Selection page.	Define a rule that specifies which project request IDs to include in a portfolio.
Dim Member Select - Advanced Selection	BC_KPI_FILTER_ADV	select Scorecards, then select Administration, then select Portfolio Objects, then select Dim Member Selection Rule, then select Advanced Selection	Extend the selection rule by specifying criteria for fields that are outside of the dimension.
Dim Member Select - Dim Member Preview	BC_KPI_FILTER_VIEW	select Scorecards, then select Administration, then select Portfolio Objects, then select Dim Member Selection Rule, then select Dim Member Preview	Preview the list of dimension members that are retrieved by this selection rule.

Dim Member Select Page

Use the Dim Member Select page (BC_KPI_FILTER) to define a rule that specifies which project request IDs to include in a portfolio.

Navigation

select Scorecards, then select Administration, then select Portfolio Objects, then select Dim Member Selection Rule, then select Dim Member Select
Select the Create Selection Rule link or the View Selection Rule link on the Portfolio Definition - Dimension Member Selection page.

Image: Dim Member Select page

This example illustrates the fields and controls on the Dim Member Select page. You can find definitions for the fields and controls later on this page.

Warehouse Name

Select the warehouse to use as the data source for this data element. Options are:

Multi-Dimensional Warehouse.

Operational Warehouse.

Dimension

Select the dimension from which the rule retrieves members.

Clear Selection

Click this link to clear the current selection criteria.

Dimension Selection

Insert rows as needed to compose the criteria used for the rule.

Open and Close

Select the number of opening or closing parentheses needed for the selection criteria.

Field Name

Select the field to use for the filter criteria.

Comparison Operator

Select the operator to use as selection criteria. Options are:

Equal To

Greater Than.

Greater Than or Equal To.

Less Than.

Less Than or Equal To.

Equal To.

is Like: Like the comparison value. Valid only for character type fields that have no associated lookup tables. The system programmatically appends a wildcard to the end of the lookup value that you enter.

is Not Like: Not like the comparison value. Valid only for character type fields that have no associated lookup tables. The system programmatically appends a wildcard to the end of the lookup value that you enter.

Not Equal To.

Value

Enter or select the comparison value.

And/Or

Select either AND or OR to relate one line to the next of the filter criteria.

Dim Member Select - Advanced Selection page

Use the Dim Member Select - Advanced Selection page (BC_KPI_FILTER_ADV) to extend the selection rule by specifying criteria for fields that are outside of the dimension.

Navigation

select Scorecards, then select Administration, then select Portfolio Objects, then select Dim Member Selection Rule, then select Advanced Selection

Image: Dim Member Select - Advanced Selection page

This example illustrates the fields and controls on the Dim Member Select - Advanced Selection page. You can find definitions for the fields and controls later on this page.

To extend the object selection rule to additional dimension fields, insert one or more Additional Selection sections and specify additional data and criteria to further qualify your selection. You may use KPI data or other data that can be associated with the dimension of this rule. For example, you could define an advanced rule to limit your projects to those that have a negative trend.

Clear Selection

Click to clear the current selection criteria.

Additional Selection

Record Type

Specify the type of record to use. Options are:

Associate with Dimension: Select to use records from dimension data for this filter.

KPI Data: Select to use KPI records for this filter.

Your selection controls which records appear in the selection list for the Additional Record field.

Additional Record

Select to the record upon which to base your additional criteria.

Relationship to other criteria

Indicate how this criteria is used with respect to the other criteria, either And or Or.

Additional Search Fields

Insert rows to specify the criteria. These fields are described in the page description for the Dim Member Select page.

See Dim Member Select Page.

Dim Member Select - Dim Member Preview page

Use the Dim Member Select - Dim Member Preview page (BC_KPI_FILTER_VIEW) to preview the list of dimension members that are retrieved by this selection rule.

Navigation

select Scorecards, then select Administration, then select Portfolio Objects, then select Dim Member Selection Rule, then select Dim Member Preview

Preview Parameters

Enter the parameters for viewing the project and project request IDs this rule retrieves by completing the fields and clicking Show Results.

Dimension Members

This grid shows the project requests retrieved by the rule for the specified parameters.