Defining and Managing Rule Set Contexts

You can define a rule set context to specify default dimensions and members for use in all rules included in the selected rule set for the selected POV. It is convenient to do that while you are defining a rule set.

To define a rule set context for a new rule set:

1. Define a rule set (Defining Rule Sets (Designer)).

2. On the Create Rule Set screen, click Member Selections.

   The Member Selections page opens.

   Figure A-3 Create Rule Set Screen, Member Selections Page

   
   
   

3. Create the rule set context by selecting a default dimension and members to use for all rules in that rule set. Click Add Dimension.

4. Select one of the available dimensions from the list that applies to all rules in that rule set.

   Note:

   POV dimensions and any dimensions defined in the global context are not available for selection.

5. Next to the dimension name, click Select Member, and then , (Search).

6. Select members at each level to drill down and select members to assign to all rules in the rule set.

   Figure A-4 Rule Set Context Member Selector

   
   
   

7. You can click (Settings) to remove selections, or to filter, show alias, show member count, or refresh.

8. When the rule set context definition is complete, click OK and then click Save or Save and Close.

All selected dimension-member combinations will be applied to new rules created for the selected POV.

Managing Rule Set Contexts

You can add members to and delete them from dimensions already added to a rule set context.

To add members to a rule set context:

1. Follow the steps in Defining and Managing Rule Set Contexts to select a rule set and open the Edit Rule Set screen.

2. Click Member Selections and make dimension and member selections as described in Defining Rule Sets (Designer).

   Use (Settings) in the first column to delete members from the context.