The "Rules" option in Block settings enables customized calculations, enhancing data analysis flexibility, with each rule linked to a specific Data Block.
Under the "Rules" menu, it is possible to apply a Rule to a Data Block. The Rule chosen from this menu is uniquely associated with the selected Data Block, contrary to what happens when you drag and drop a Rule from the Data panel into the Data area of the Layout editor.
Using a Rule, it is possible to define a specific member as the result of a formula involving other members of the same Entity.
Quick Tips about Rules
A Rule is always associated with a single Entity and can only be applied to Cubes that have that Entity as a dimension in their structure.
Rules must be used in a Layout with their associated Entity set By Row or By Column.
An Entity must always be set by Row for a Rule to execute.
If the Entity is set By Row, it is possible to add another Entity By Row as a grouping Entity (i.e. the one in the leftmost position in the "By Row" field), meaning that the Entity in which the Rule is defined must always be in the most-nested (rightmost) position. Those Entities must not be part of the same hierarchy.
It is not possible to add another Entity By Column if the Entity in which the Rule is defined is set by Column.
See Rules for more details and requirements.
Rules Block settings options
The following options are available in the "Rules" menu:
Apply on totals. If enabled, the Rule also applies to row totals.
Not available for Flex Grid.
When a Rule is applied to an Entity with an unbalanced hierarchy and the "Apply on totals" option is enabled, the Rule is applied when row totals are calculated.
The Rule is never applied to the "Grand Total" row, which is calculated as the sum of the column totals.
As a result, row totals and the Grand Total may not match when the Rule uses non-linear calculations, such as multiplication or division. This behavior can occur for balanced and unbalanced hierarchies.
Rollup. Enables the automatic roll-up on the Data Block. A Roll-up Entity is an Entity whose members have a hierarchical coding structure. When a Roll-up Entity is used in a report, Board will automatically calculate totals and subtotals on rows which are "parent" of "child" rows (i.e. the code of an occurrence represents the beginning of the code of other members that are at a more detailed level).
Disable unbalanced hierarchy. Disables the unbalanced hierarchy aggregation on the Data Block.