Creating Complex Logic Accounts
Individual logic items are defined within a complex logic group. Each of the fields for a complex logic rule operates the same as a simple logic rule except for the Criteria Value and Include Calc fields. Complex logic accounts enable the user to enter a criteria value that includes other dimensions besides the account dimension. In addition, you can specify a "group by" and "group level" to alter how the generated logic accounts are displayed within the Workbench.
Criteria Value
To enter criteria for each dimension, click the Criteria Value icon to open the criteria form. The logic item is created only from the source line items that meet the specified criteria for each dimension. Descriptions of each complex logic criteria field is as follows:
Dimension
This field enables the selection of any enabled source dimension. You can select each dimension only once.
Criteria Type
This field works in conjunction with the Source Dimension and Criteria Value fields to determine from which source values the logic items are derived. Criteria types available are In, Between, and Like. The Criteria Type determines how the criteria value is interpreted.
Criteria Value
The criteria type uses this field to determine the members to include in the logic calculation for any given logic dimension.
Group By
When viewing the derived logic item in the Workbench, the Group By field enables the logic item to override the displayed member in the appropriate dimensions field. You can override to group the dimension based on the value entered in the Group By field. Use this field to hard code the returned member, or append hard-coded values to the original members by entering a hard-coded member and an asterisk (*) in the Group By field.
For example, by placing the word "Cash" in the row with account selected for dimension, the Import form displays "Cash" in the Account field for the logic item. If you place "L-*" in the Group By field, the import form displays "L-1100" where 1100 is the original account that passed the logic criteria.
If you enter no value in the Group By field, no grouping occurs for this dimension, and a separate logic item is created for each unique dimension member.
Group Level
When viewing the logic item in the Workbench, the Group Level field works with the Group By field to override the displayed member in the appropriate dimensions field. This field accepts only numeric values.
When you enter a value of 3 in the Group Level field, the left three characters of the Group By field are returned. If no value is entered in the Group By field, then when you specify 3 in the Group Level field, first three characters of the original source dimension member are returned. The logic items displayed on the Import form can be grouped to the desired level.
For example, when you enter L-* in the Group By field, the logic item displays
in the Import form as "L-1100", where 1100 is the original account that passed.
When viewing the logic item in the Workbench, the Group Level field works with the
Group By field to override the displayed member in the appropriate dimensions field.
This field accepts only numeric values.
+ displays "L-11". If you enter the Group level1 for this row, then the
Import form displays "L-1".
Include Calc
If it meets the logic item criteria, the Include Calc field enables the logic item to include previously calculated Oracle Hyperion Financial Data Quality Management, Enterprise Edition values in its calculations.
Note:
Each logic item has a sequence attached, and the logic items are calculated in this sequence. If the second, or later, logic item has this field enabled, then any previously calculated logic items are included, provided they meet the logic criteria.