Configuring Custom Expression Validations

You can create a Custom Expression validations based on your business requirements.

To configure a Custom Expression validation:

1. On the Home page, click Financial Analysis Hub, then select Configuration.

   The Configuration page is displayed with a list of available configurations.

2. Click Create.

3. On the Types tab, from Analysis Type, select Validation.

4. From Validation Type select Custom Expression.

5. Enter a Name, and a Description for the validation configuration, then click Next.

6. On the Settings tab, for POV Selection, use the Member Selector to select members for the POV.

   Note that the Consol cube is selected by default, and cannot be changed.

7. From Activity Trigger, select the type of activity that will trigger the generation of the analysis content:

   • Manual—You need to run the configuration manually.

   • Consolidation—If this is selected and the status of entities is Impacted, the analysis will be run after you run the Consolidate rule.

   • Translation—If this is selected and the status of entities is Impacted, the analysis will be run after you run the Translate rule.

   • Data Load/Delete (via Data Management, Forms, Smart View, or Journals)—If this is selected, the configuration will run with the Data Load or Data Delete process in the POV specified in the configuration through Data Management, Smart View, Forms, or Journals.

8. Click Next.

9. On the Options tab, create an expression by selecting dimension members for the Expression Builder box. Click the Member Selector button and select members.

10. From Rational Operator, select an operator. When you create a custom expression, in additional to Equal or Not Equal, additional Operators are available, such as Greater Than and Less Than.

11. When you have finished creating a configuration, click Save or Save and Run.

    • To save a configuration and run it later, click Save. The configuration is then displayed on the main Configurations list of available configurations, and you can run it at any time.

    • To run a configuration immediately after you create it, click Save and Run. The configuration is run and you can view the results of the generated validation on the Validation Hub page. The configuration is also saved and added to the main Configurations list of available configurations.