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Creating a Data Extraction Rule


Use the following procedure to create a data extraction rule.

This task is a step in Process of Analysis.

To create a data extraction rule

  1. Navigate to the Administration - Syndicated Data screen, then the Export Rules view.
  2. In the Rules list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Name

    A descriptive name for the rule.

    Outfile Id

    Enter a unique, three-character ID. This ID will be used as the name of a temporary data file created by the extraction process.

    Active

    If the rule is not active, it will not be processed by the extraction process.

You can create multiple rules for different types of extractions. For example, you could create one rule for Rx data and another rule for Outlet Level data. You can also extract data by multiple criteria (for example, sales force or position).

The WHERE part of a SQL SELECT statement specifies the rows of the S_SYND_DATA table that should be exported. In most cases, this WHERE clause is

WHERE T.POSITION_ID = [Position Id]

When you specify the users to extract, it will match their position ID to the position ID on the syndicated data table and extract only the data that is visible to them.

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