Creating Assignment Rules

To create assignment rules:

  1. In an open model, from Task Areas, select Manage Allocations, then Assignments.

    The Assignments screen is displayed.

  2. Select the POV and Layer for the selected model, then click Go Go icon.
  3. Under Stage, select the stage for the assignment.

    The dimensions and members for the stage are displayed.


    Assignments screen is used to select the stage, and Source intersection for an assignment.
  4. Under Source, select the members of each dimension that create the intersection for the source of the assignment rule. The associated driver for the intersection is identified in the Driver column.

    When all dimensions of the intersection have been selected, the Destination column is populated with this information:

    • With the dimensions and members of the destination stages, if there are assignments for this intersection.

    • With the names of the destination stages and assignment rules, if they are applied to this intersection.

  5. Under Destinations, click Open Assignment Rules Management Open Assignment Rules Management icon.

    The Assignment Rules Management dialog box is displayed.


    The Assignment Rules Management dialog box is used to create an assignment rule to be used as a template for multiple, similar assignments.
  6. In the Available Rules column, click Add Add icon.

    The Add Rule dialog box is displayed.


    Add Rule dialog box is used to select the intersections to which the rule applies.
  7. Under Stage, select the stage for which the rule is to be created.
  8. Optional: Select Same As Source to create an assignment rule to use a single source for one or more destination intersections.

    When the calculation script is generated, the script inserts the selected source into the rule, to create the appropriate allocation.

  9. Under Step 1, select the first member of the intersection for the assignment rule.
  10. Click Add Add to List Arrow to move the selected member to Selections.
  11. Click Next.
  12. Optional: Filter the list for selected non-Level-0 dimension members.

    When entering a value in a filter for UDA or Attribute parameters, enter the entire string. Wildcard symbols, such as asterisks (*) and question marks (?) are supported in assignment rule Name filters. For example, enter "B*" to filter members having names or aliases beginning with the letter "B". You cannot use "*B" as this means that the filter is beginning with a wildcard, which is not allowed.

    See Using Filters.

    Note:

    For Assignment Rules, the Filter with Name criterion is applied to both the member Name and Alias, regardless of which mode was selected during filter creation (Show Alias or Show Name).

  13. Under Step 2, select the second member of the intersection for the Destination of the assignment.
  14. Click Add Add to List Arrow to move the selected member to Selections.

    When all members have been selected, the Destination Selection Summary is displayed.

  15. Click Next.

    When all members have been selected, the Assignment Rule Summary is displayed.


    Assignment Rule Summary screen is used to review the selections for the rule, and to enter a name for the rule.
  16. Verify that the selections are correct.
  17. In Rule Name, enter a name for the assignment rule The rule name can contain a maximum of 80 characters.
  18. Optional: Enter a Search Tag to facilitate later searches for the rule.
  19. Optional: Enter a description of the assignment rule.
  20. Click Finish.

    The Rule Name is added to the list of Available Rules on the Assignment Rules Management dialog box.