Filtering Which Rules Are Displayed

You can use the following filtering options to filter the rules displayed on the Mass Edit tab:

• Search term in the rule name or description

• Model

• Rule Set

• Rule Type

• Custom Filter

You can use as few or as many filters as you want.

Using a Search Term to Find Rules

To search for a rule or rules, enter all or part of a rule name or description in the Search field, and click .

For example, entering "costs" in the Search field displays all the rules with "costs" somewhere in the rule name or description.

To remove the search filter, click .

Filtering by Model, Rule Set, or Rule Type

To filter by Model, Rule Set, or Rule Type, click the drop-down next to each of these to select your filter options.

Setting a Custom Filter

A custom filter helps you identify all the rules that reference a specific dimension member within a specific rule component.

To set a custom filter:

1. Click Filter.

   

2. Enter the filter criteria in the Custom Filter dialog box:

   • Dimension: Select the dimension on which you want to filter.

   • Rule Component: Select whether to filter by the Source, Destination, Target, Driver Basis or Offset. See Defining an Allocation Rule Driver and Defining an Allocation Rule Offset.

     Note:

     If you selected a Years, Period, Scenario, or Version POV dimension, only Driver Basis and Offset are available to select for the Rule Component.

   • Operator: Select Contains or Does Not Contain, and then select a member in the Find Member field.

   • Find Member: Define the member on which to search. Either type in the member, or click and select a member from the Select Members dialog box. See Using the Member Selector.

3. Click OK.

To remove the custom filter, click the filter, and then click Remove.