Edit an Allocation Rule

You can edit the structure of an allocation rule by adding to, removing, or changing its components. You can also edit the properties of the allocation rule's components and the properties of the allocation rule itself.

You can edit these properties of an allocation rule:

• Name and caption

• Description and comments

• Range of dimensions and members

• Variables, you include in the allocation rule

Scenario

To edit an allocation rule:

1. Navigator > General Accounting: Journals > Create Allocation Rules link.

2. Navigate menu > Administration > Calculation Manager.

3. In the System View, expand the Essbase Application Type, the Application, or Database, and Rules. Do one of these tasks:

   1. Right-click the rule you want to edit, and select Open.

   2. Select the rule you want to edit, and select File, Open.

4. To edit the rule, in the Rule Designer, add new components, and copy and delete existing components, from the rule's flow chart.

   Note: As you edit components in an allocation rule, you can increase or decrease the size of the component icons and the amount of detail that is displayed in the flow chart. To edit, you use the zoom bar to zoom in and out within the flow chart. When the flow chart is displayed in small or very small sizes, the component captions don't display, but you can place your mouse pointer over any icon to read its caption. Regardless of the size of the components in the flow chart, you can select a component to view its properties on the Properties tab.

5. To delete a component from the flow chart, select the component, right-click it, and select Remove.

6. To copy and paste a component, select the component, right-click it, and select Copy. Then paste it into the flow chart.

7. To add a new component:

8. From New Objects, drag and drop components to insert a new component into the rule's flow chart:

   • Point of Views

   • Allocations

   • Formulas

9. From Existing Objects, drag existing objects from Essbase applications and drop them into the rule's flow chart.

10. For Essbase: On Global Range, you can edit the values that is, members, variables, and functions that define the range of values to be calculated when the rule is launched.

11. Select values for a dimension by clicking its row in the Select Value column.

12. When the Actions icon is displayed, click it, and select one of these:

    • Variable

    • Member

    • Member

13. For Essbase: On Variables, you can create variables for the rule.

14. On Usages tab, you can view which rules and rule sets use the rule, if any. This is the information you can view about the rules and rule sets that use the rule:

    Note: On the Usages tab, you view which allocation rules and rule sets use the rule, if any. You cannot edit any of the information on this tab. The following information is displayed for the allocation rules and rule sets using the allocation rule:

    • Names

    • Database

    • Application Name

    • Deployment Status

    • Validation Status

    • Description

15. Select File, Save.