Summary
Attached in this article are the business rules for Data Warehouse Manager v4.0+.
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The below rules require the SolverDW database to be SQL2008+
Rule Name | Description | 4.x |
PrivateHost |
Cloud |
---|---|---|---|---|
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 sequential periods |
✅ | ||
DeleteData |
Delete data for a selected
|
✅ | ✅ | ✅ |
DeleteData - With Entity |
Delete data rule + a selected Entity |
✅ | ✅ | ✅ |
DeleteAll - CurrentPeriodMonthsBack | Delete data from N months back to current period where N is the number of months back as defined by the user, limited to 24 months back. | ✅ | ✅ | ✅ |
DeleteData - Uploaded by Integration | Delete data uploaded by a selected integration for a range of 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. |
✅ |
✅ |
|
Calc_OBA |
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. |
✅ |
✅ |
✅ |
Properties:
SolverDW version 4.0+ and Cloud
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