Using Ad Hoc to Analyze Custom Rule Data

You can create an ad hoc grid to analyze a preconfigured data slice targeted for a specific rule's data elements.

To perform ad hoc analysis for a specific custom rule:

  1. From the Home page, select Modeling, and then Designer.

  2. From the Waterfall Setup tab, select a custom rule.

  3. From the Reports menu, select View Rule Data.

  4. In the View Rule Data panel, select options for Years, Period, Scenario, and Version. Leave the Rule Component set to Target.

  5. The ad hoc grid opens in a new tab. See Using Ad Hoc for Data Entry and Analysis for details on how to work in the grid.

The following is an ad hoc grid displaying the target data for Utilities Expense Adjustment custom rule in the BKSML50 sample application that is provided with Enterprise Profitability and Cost Management. (See Creating the Sample Application for information on how to access the sample application.)

Ad Hoc Grid Showing the Target Data for a Sample Utilites Expense Adjustement Custom Rule

Sample ad hoc grid showing the target data for the Utilities Expense Adjustment custom rule

Note:

Before performing ad hoc analysis, the rule must be calculated and a POV defined. The current POV selected on the Rule Balancing page is the POV that is used to show the Custom rule data. See Calculating Models and Viewing Rule Balancing Reports.