Creating Dimension Combination Rules by Combining Dimension Members

Create a dimension combination rule by directly specifying the dimension members that allow data entry. Dimension combinations other than the ones you define in rules are invalid and won’t allow data entry.

Prerequisites

  • Before you start creating a dimension combination rule for your planning model, switch on Validation Rule in the model preferences. The Rules tab is added to the model maintenance page. For more information, see Model Preferences.

  • You need to save changes to the master data before you can enter the Rules tab to start maintaining validation rules.

  • Make sure you have the appropriate permission to configure validation rules. Users with the Planning Professional license are granted the Validation Rule permission. Ask your administrator to add this permission to your role. For more information, see Permissions.

Context

Note
Please note the following:

  • You can create three rules for one model.

  • You can define three dimensions in one rule.

  • You can use the same dimension in up to 10 different rules.

  • You can't choose time or version dimensions in a dimension combination rule.

Procedure

  1. On the model maintenance page, go to the Rules tab.
  2. In the Validation Rules panel on the right, choose Create New Rule and select Create With Members.
  3. Enter a name and description for the rule.
  4. In Properties section, specify the Member Separator.

    The dimension members you add to the grid will be separated by the member separator you define here.

  5. In the grid, add dimensions and corresponding dimension members that allow data entry.
    Note

    If you change the hierarchy for a dimension, all the members you choose for that dimension will be discarded.

  6. In the Validation Rules panel on the right, click Save.
  7. After creating the rule, when some master data changes prevent you from editing this rule, you can manually refresh the rule in the Validation Rules panel to sync with the latest master data.

Next Steps

In a story based on this model, planners can only enter data for the valid member combinations for the dimensions you defined in the dimension combination rule. For more details, see About Validation Rule Checks.