Toolbar for Rules

Add Assignment Rule

Rule Name - The name of the assignment rule

Step 1: Select a table group - The assignment rule will be assigned to all transactions in this group

Step 2: Set the selection criteria - The selection criteria defines which records in the source transaction tables will receive assigned costs from a specific source account

Define - Opens the Selection Criteria window

Column name - Column to filter from source table

Operator - Filter

Text Fields Operators: =, not =

Numeric Fields Operators: =, not =, <, <=, >, >= 

Dimension Fields Operator: is child of

Value - 

Select -

Text Field: List of all text values in the source table

Numeric Field: List of all numeric values in the source table

Dimensional Fields: Dimension member from dimensional hierarchy; the is child of operator includes a member in the hierarchy and all children of the selected member in the filter

Add New Row -

Compound Filter Options - And or Or

Step 3: Define the driver formula - The driver formula defines how much of a source account is assigned to a destination account that has been selected by the filter; this definition is based on the source transactional table quantities and values

Properties

Transaction Table - General tab

Table group name

Description

Transaction Table - Columns tab

Include

Source column

Description

Category

Assignment Rule - General tab

Rule Name - The name of the rule

Step 1: Select a table group

Step 2: Set the selection criteria

Step 3: Define the driver formula

Copy Assignment Rule

Opens the Copy Assignment Rule window.

Name - The name of the copied assignment rule

Location - The table group in which to place the assignment rule in

Remove

Deletes the selected items.

Delete All Assignment Rules

Deletes all assignment rules.

Import Assignment Rules

Opens the Import Rules window.

Import table - Source table in which rules are defined

Select - 

Preview - 

Column mapping

Name - The name of the rule that is being defined

Selection Criteria - The filter criteria for the rule definition

Driver Formula - The numeric properties that are defined for the driver formula

Table Group Name - The table group in which the rule will be applied

OK - Accept changes and close the window

Cancel - Cancel changes and close the window

Export Assignment Rules

Opens the Export Rules window.

Table Name - 

Save in - 

Select - 

Organize Models

 Opens the Organize Models window.

Models - Select the model from the list

New Model - Start the Add Model wizard

Properties - Display the properties for the selected model

General tab 

Name - 

Description -

Time dimension -

Select -

Preview - 

Analysis tab

Analysis view name - The name for the model

Analysis view library -

Select - 

Output table library -

Select - 

Data Location tab

Server folder -

Metadata folder -

Behavior Table tab

Behavior table -

Select - 

Preview - 

Column mapping 

Id - The key that will be used to map cost to reporting

Name - The description for the field

Unit Value - The source unit cost amount that is used in calculations

Total Value - The source total cost amount that is used in calculations

Period -

Dimensions tab

Name - Each dimension in the SAS Profitability Management model

Levels - Each layer in each dimension

Preview - 

Add - 

Remove - 

Reports tab

Report hierarchy - The source table that is used to define the drill-down hierarchy in the contributing cost dimensions for reporting

Select - 

Preview - 

Report layout - The source table that is used to define the calculation for the profit and loss statement

Select - 

Preview - 

OK -

Cancel -

Delete - Remove the selected model

Close - Close the window

Audit Log

Opens the Audit Log window.

Calculate Model

Opens the Calculate wizard.

Refresh

Refreshes the screen to display the current table source data. When you change the underlying SAS tables, you should always refresh before you continue editing the content in SAS Profitability Management.