Executing Business Rules When Loading Data

Runs business rules that perform calculations, aggregations or copies data to another Plan Type if the rules are registered in the target application.

You can execute a business rule that runs a calculation script or a business rule that runs a Groovy script. For more information on designing and creating business rules, see Designing Business Rules in the Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Watch this tutorial video to learn more about calculating incrementally loaded data using Groovy rules:

video iconCalculating Incrementally Loaded Data in Data Management using Groovy Rules.

Note the following:

  • Business rules are registered in the Target Application option.

  • Business rules are available only for Planning applications.

  • Business rules with run time prompts are not supported when executed from Data Management

    .
  • Business rules are executed only when you select the data load method as "all data type". They are not executed for numeric data only.

    Using the all data type load method, you can load data files that support the following data types to Planning:

    • numbers

    • text

    • Smartlists

    • Date

    For more information, see All Data Types Data Loads.

  • Business rules can be assigned an Application scope or to a specific data load rule.