Source Setup

The Source Setup step defines the conditions under which the rule will apply. A rule can include multiple sources. Each source is added as a card that can later be edited, selected, or deleted.

Perform the following steps to add a source:
  1. Select Add Source to open the source configuration workflow. The Select Source Type drawer panel is displayed.
  2. Select the source type. There are two primary sources:
    • Dimension
      • Key dimension: hierarchy-based source
      • Non-key dimension: direct member selection
    • Input Text (Attribute-based source)
  3. After sources are added, each source appears as a card on the Source Setup screen. The card displays the source name, selected values, source type, count of selected values, and action controls.
  4. Click Continue to proceed with the next step.

Note:

A maximum of ten dimensions, hierarchies, or input texts can be added as sources under Add Source.

Key dimension: hierarchy-based source

Use a hierarchy-based source when the selected dimension has a hierarchical structure. Select the dimension, choose the appropriate hierarchy, and then select one or more hierarchy members. This approach is suitable for structured data such as product, organization, geography, or account hierarchies.
  1. Select Dimension as the source type.
  2. Select the key dimension, such as Product.
  3. Select the hierarchy associated with the dimension, such as Product Hierarchy.
  4. Click Continue , the Hierarchy Browser is displayed.
  5. Select the hierarchy members of your choice and click Add.
  6. Click Add Source to create the source card. The source details is displayed in the Source Setup screen.

Non-key dimension: direct member selection

Use direct member selection for flat or non-hierarchical dimensions. Select the dimension and choose one or more members from the list.
  1. Select Dimension as the source type.
  2. Select the non-key dimension, such as Book Type.
  3. Click Continue , the Dimension Browser is displayed.
  4. Select one or more members, such as Trading Book and Others and click Add.
  5. Click Add Source to create the source card. The source details is displayed in the Source Setup screen.

Input Text: attribute-based source

Use Input text when the condition is based on a table column and a user-supplied value.
  1. Select Input Text as the source type.
  2. Select the source table.
  3. Select the source column.
  4. Click Continue, the Add Custom Input Values is displayed.
  5. Enter the value to be used in the condition and click Add.
  6. Click Add Source to create the source card. The source details is displayed in the Source Setup screen.