12.4.2 Create a Business based Data Adjustment

To create a data adjustment for the action type Data Adjustments - Others, follow these steps:

1. From the Issues & Actions page, under an action created, click View More.
2. On the Data Adjustment page, click Create.

   The Adjustments Rule Details window is displayed.

3. In the Adjustment Rule Details window, enter values in the Name and Description fields.

   Figure 12-7 Adjustment Rule Details

   
   

   

   
   
4. Select the Assignment Type as either User Input or Rule Driven.
5. For User Input:
   1. In the Adjustment Entity drop-down, select the entity or table for which the adjustment must be performed.
   2. In the Select Filter section, enter values in the following fields:

      Table 12-4 Select Filter Fields

      Field	Description
      Filter Type	Select a value from the drop-down box.
      Filter Attribute	Select a value from the drop-down box.
      Hierarchy Name	Select a value from the drop-down box.
      Hierarchy Values	Select a value from the drop-down box.
      Hierarchy	Select a value from the drop-down box.

   3. Click Go, and then click Next.
   4. Select Add Attribute.
   5. In the Add Column window, in the Target Attribute drop-down, select a value and then click OK. The target attribute displays the columns based on the selected entity.
   6. Click Next, and then click Save.
   7. In the Manual Data section, select Export.
   8. In the Export window, in the MIS Date section, select a date the entity has data, and then click Export.
   9. Save the Excel file to your system.
   10. Enter values in the specific columns as per the selected target attribute, and then save the Excel.
   11. In the Manual Data section, in the ID column, select the required ID and then click Import.
   12. In the Import window, attach the Excel that you added data to, and then click Upload.
   13. Click Import.
   14. Click Submit if you want to send the Data Adjustment for approval or click Save.
6. For Rule Driven:
   1. To go to the next section, click Next or click Dataset.
   2. In the Adjustment Entity, Filter Type, Filter Attribute, Hierarchy Name, and Hierarchy drop-down boxes, select a value.
   3. Click Next.
   4. Click Add Expression.
   5. Select a value from the drop-down box for Column.

      Note:

      You can ignore the Lookup section.
   6. In the Add Expression window, enter values in the following fields:

      Table 12-5 Add Expression Fields

      Field	Description
      String	Select a value from the drop-down box.
      Date and Time	Select a value from the drop-down box.
      Aggregate	Select a value from the drop-down box.
      Others	Select a value from the drop-down box.
      Mathematical	Select a value from the drop-down box.
      Concatenation	Select a value from the drop-down box.
      Mathematical operators	Select a value from the drop-down box.
      Others	Select a value from the drop-down box.
      Comparison	Select a value from the drop-down box.
      Logical Operators	Select a value from the drop-down box.
      Expression	Enter an expression.

7. Click OK.
8. Click Next.
9. In the Review and Save section, click Save.

   The Data Adjustment for the action has been created.