About predefined rule templates
You can decide to use a rule template when you write a new business rule in Planning Business Modeler. When you select the Use template or copy from existing rule option in the Create a New Rule dialog box, Planning Business Modeler displays the associated template in the Rule Expressions pane. A rule template contains all the text for a rule. To use the rule template, you must substitute actual values for placeholder expressions.
The form of a rule template depends on the rule implementation that is associated with that template.
Templates that use SQL, MDXQuery, or MDXScript implementation
Templates for rules that have MdxScript, MdxQuery, or SQL implementation consist of a PerformancePoint Expression Language (PEL) command statement followed by a collection of placeholder expressions. The following list provides more information about the elements of a template with a PEL command statement and placeholder expressions:
PEL command statement
PEL command statements include the SCOPE statement (PEL), the ALLOCATE statement (PEL), and the RECONCILE statement (PEL).
For more information, see the documentation for each statement in PEL reference.
Placeholder expressions appear inside double angle brackets. For example, a placeholder expression for a Scenario dimension member might resemble this line.
<<[Scenario].[All Members].[Target_Scenario]>>The list of placeholder expressions in a template exactly matches the syntax signature of the command statement. Typically, the placeholder represents a dimension expression. However, the placeholder might instead represent a simple string or decimal number.
The following example shows a placeholder expression from the Intercompany Reconciliation template. This expression indicates that the dimension member must be the buyer entity for the intercompany transaction.
<<[Intercompany].[All Members].[Buyer Intercompany Member]>>You can use the Fill Template Placeholders dialog box to fill each replacement expression in a predefined template. For information about how to use this dialog box, see Filling a placeholder in a rule template.
Templates for rules with native code implementation
To use rules that have NativeMDXScript, NativeMDXQuery, or NativeSql implementation, native rules must be enabled in the application by a Global Administrator. For more information, see Security requirements for SQL and MDX rules.
How do I?
The following topics show how to customize two financial process templates: