Designing Data Forms for Rule Balancing
Before generating a Rule Balancing report, you must first design a data form that will be used to generate the results displayed on the Rule Balancing page. (See Best Practices for Designing Rule Balancing Data Forms.)
Tip:
Enterprise Profitability and Cost Management includes a default data form, "Rule Balancing - Default", for rule balancing. You can use the default form as is, or use it as a template layout to customize as desired.
The first time an application is created, you must open the "Rule Balancing - Default" form on the Forms page and re-save it; otherwise, an error is displayed when you try to use the form. Anytime new dimensions are added, you must again open the form and re-save it to populate the new dimensions.
To design a data form for Rule Balancing:
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Click the Navigator icon
, then under Create and Manage, click
Forms.
-
Click
(Create).
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On the Properties tab, enter a name of up to 80 characters, and an optional description of up to 255 characters.
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Select the Cube associated with the form.
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Define the form layout.
When you create data forms for rule balancing, you define specific values for point of view dimensions, business dimensions, attribute dimensions, and system dimensions. (See About Dimensions and Members in Enterprise Profitability and Cost Management.)
Note:
Rule balancing does not support page-level dimensions in the form definition. As a result, any dimensions selected in the Page section of the form Layout tab are treated as POV dimensions, and any member selections for Page dimensions are ignored.
However, in the Rule Balancing grid, you can select different point of view values to dynamically override the values specified in the form design.
And on the Analyze page, you can select different values for all of the point of view and business dimensions.
