Executing a rule set or rule

Planning Business Modeler supports different methods for running different types of rules.

  • How to run definition rules

    Definition rules cannot be explicitly executed. Planning Business Modeler executes definition rules as part of model processing.

  • How to run allocation or assignment rules that are procedural

    You can run allocation and assignment rules that are of procedural type in the following ways:

    • In Planning Business Modeler, by using the Execute rule set or rule option from the Business Rules tab of a model.

    • In Planning Business Modeler, as a scheduled job from the Process Scheduling Tasks workspace.

  • How to run rules of other types

    Rules of rule type other than definition or procedural cannot be run by clicking Execute in the Business Rules workspace. Instead, for you can only run one of these rules as part of a scheduled job. The following table provides reference information for rules that can be run only as part of a scheduled job.

    Rule type For information about how to run

    Consolidation rules

    About Consolidation jobs

    Currency rules

    About Currency Translation jobs

    Intercompany reconciliation rules

    About Intercompany Reconciliation jobs

    Outbound rules

    About Data Export jobs

To execute a business rule or rule set from the Business Rules workspace

  1. In the Workspace Browser pane, click Models.

  2. In the model site workspace, click a row in the table to open a model.

  3. Click the Business Rules tab to open the workspace.

  4. Click to select a rule set or rule in the table.

  5. Click Execute selected rule set or rule icon. The Execute Rule dialog box is displayed. If the rule has parameters, provide input values for the parameters, and then click Execute Rule. Alternatively, you can select the Rules option from the Actions menu, and then select Execute Rule Set or Rule.

  6. View the results, and then click OK.

    The Rule Execution Results dialog box displays the number of cells affected, time required for query execution, time required for query writeback, and time required for partition processing.

    For example, if you do not specify a dimension member, all members are used during calculation and will increase the time displayed. If the time displayed seems too long or too short, see Debugging a rule.

To execute a business rule or rule set by running a job

  1. In the Workspace Browser pane, click Models.

  2. In the model site workspace, click a row in the table to open a model.

  3. Click the Business Rules tab to open the workspace.

  4. Click to select a rule set or rule in the table.

  5. Click Create Job Template for Rule Set or Rule.

    Save the template by saving the model.

  6. Schedule the job. For more information, see Schedule a job.