Managing Rule Sets

Defining Rule Sets (Designer) describes how to create a rule set. You can also edit, delete, and copy rule sets.

To edit a rule set:

  1. Open an application and display the Waterfall Setup screen (About the Designer Features).

  2. Select a POV and a rule set, and then click Edit button, (Edit).

  3. On the Edit Rule Set screen, change any settings and then click Save or Save and Close.

    To edit dimensions and members, click Member Selections on the Edit Rule Set screen before you save the rule set.

To delete a rule set:

  1. Follow the steps above to open the Waterfall Setup screen and select a rule set.

  2. Click Delete button.

  3. Confirm that you want to delete the rule set and all its rules.

  4. Click Save or Save and Close.

To copy a rule set:

  1. Follow previous steps to open the Waterfall Setup screen and select a rule set.

  2. Click Copy button.

  3. Enter a name for the new rule set. Optionally, select Copy rules to add existing rules to the new rule set. If selected, enter text in Prefix for Rule Names to use at the beginning of the new rule names that are created as part of the copy operation.

  4. Click OK.