Summary
Attached in this article are the business rules for Data Warehouse Manager v4.0+.
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More Information
The below rules require the SolverDW database to be SQL2008+
Rule Name | Description | 4.x |
PrivateHost |
Cloud |
---|---|---|---|---|
CleanDim | Removes unused codes dependant on chosen dimension. Creates DimstoDelete Dimension if you set Debug Flag = Y | ✅ | ✅ | |
CopyVersion | Allows the user to move data from one set of parameters to another. Typically this is used to move data from one scenario to another. | ✅ | ✅ | ✅ |
CopyVersion_MultiYear | use this rule when you want to copy data based on a Scenario and not Period(s). This rule is typically used by customers on a Fiscal Calendar that does not begin at the beginning of the year. | ✅ | ✅ | ✅ |
Rules_CurrencyTranslation_Rlng | This rule assumes that the source data contains monthly activity for all accounts within General Ledger. The Value2 field is used for YTD balances. This rule includes Rolling Periods in a Job. | ✅ | ||
Rules_Currency_Translation_US_Flexible | Similar to prior but has destination Scenario | ✅ | ✅ | ✅ |
Rules_Currency_Translation | Similar to prior but not rolling enabled | ✅ | ✅ | ✅ |
Consolidations
|
✅ | ✅ | ✅ | |
GenerateGLSummaryDataRlling |
NOTE: This does not work for selecting non-sequential periods |
✅ | ||
DeleteData |
Delete data for a selected
|
✅ | ✅ | ✅ |
Delete Data - Rolling |
Delete Data as above but allows Rolling Periods. |
✅ | ||
DeleteData - With Entity |
Delete data rule + a selected Entity |
✅ | ✅ | ✅ |
DeleteData - With Entity Rolling |
Delete Data + Entity but allows Rolling Periods |
✅ | ||
D365 DimUpdater |
Business Central specific: Parse the dimension codes from the staging dimension to other dimensions.
|
✅ | ✅ | |
DimensionSets |
Business Central specific: this rule is for D365BC customers to populate dimension codes based on DimensionSetID. |
✅ |
✅ |
|
GenerateOBAv2 & GenerateREOBAv2 - Retained Earnings |
This rule populates into Value 3 the Opening Balance Amount for the beginning of the Period Chosen.
Edits may be necessary if you need it to be more granular such as by department, location, etc. GenerateREOBAv2 to be run right after GenerateOBAv2 |
✅ |
✅ |
✅ |
LoadRates |
Loads Rates into Currency tables. For more information on how to do this, please go to this link:
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Properties:
SolverDW version 4.0+ and Cloud