Rule Balancing for Management Ledger Profitability Application Validation

Rule balancing can help you validate Management Ledger Profitability models in several ways.

• Calculation results validation — Following a calculation, you can validate the results by reviewing calculation results for individual rules, reviewing the impacts of those rules, and evaluating the effect of all rules on a particular slice of the database. You can verify that the calculations are producing expected results and also determine if the collection of rules is affecting the database slice as expected.

• Contribution analysis and trace — Using the same screen and isolating a segment of the database, you can evaluate the balances at that segment and how the rules contributed to the final result. Then, you can use this information to relate final results to individual rules to trace the effects of model logic on the final allocation results.

To display rule balancing data, calculate the model and then follow these steps:

1. In the Task Area, select Validate, and then Rule Balancing.

   The Rule Balancing task area is displayed (Figure 11-3).

   Figure 11-3 Management Ledger Rule Balancing Screen

   
   
   
2. Select a Model View from the list at the top, and then select a POV (Year, Period, and Scenario, here). Click Refresh.

   Appropriate values are displayed in the columns (Figure 11-4).

3. Review the data and manage it as described in Viewing the Rule Balancing Task Area and Performing Rule Balancing Tasks.

   Note:

   You can change the POV or Model View to review a different set of data.

For other model validation tasks, see About Management Ledger Model Validation and Performing Model Validation Analysis for Management Ledger Models.