How-To Guide
Last updated
Last updated
Step 1: Go to Calculations under Drives on the left side panel of the navigation pane.
Step 2: From the list of Rule Actions, select the newly created Account Mapping Rule Type and go to the level 2 header and click on the Plus icon to create new Account Mapping rule group details. A right-side panel of the Account Mapping Detail will be opened.
Step 3: Enter the Account Mapping Group Rule Description.
Step 4: Click on the Input Period to select the Time field member selection to be used in the calculation. Member selection window popover will be opened
Step 5: Select the "Update List " option under "Applicable To" to choose the fields that need filtering for the Input dataset values.
Step 6: Click on OKAY to save the selection done or CANCEL to disregard the selection.
Step 7: Click on SAVE to save the creation done or CANCEL to disregard the creation.
Step 8: Select the newly created Account Mapping header to add more details on the rule. Action icons of Plus, Copy, Edit, and Trash will be shown on mouseover.
Step 9: Then select the Plus (+) icon to create the rule details. The right-side panel of Account Mapping Detail will be open for the user to populate with the required information.
Step 10: Select the Input Dataset, Input Account & Input Flow members from the Member selector against each field by clicking the "Click to Select" box.
Step 11: Select member. Selection is available for the user as well as the relationships like; current member, leaf member, children, descendants, current member and leaf member, current member and children, and current member and descendants. Selected member and relationship will be shown on the right side of the window.
Step 12: Click on OKAY to save the selection done or CANCEL to disregard the selection.
Step 13: Follow the same steps for Output section & select the target dataset members
Step 14: Click on OKAY to save the selection done or CANCEL to disregard the selection.
Step 15: Click on SAVE to save the creation done or CANCEL to disregard the creation. An information popup will appear that the Rule detail was saved successfully.
Video Preview on How-to Add Account Mapping Rules
