Account Mapping How-To Guide

Create Account Mapping Rule

1. Go to Calculations under Drives on the left side panel of the navigation pane.

2. From the list of Rule Actions, select the newly created Account Mapping Rule Type and go to the level 2 header. 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.

3. Enter the Account Mapping Group Rule Description.

4. Click on the Input Period to select the Time field member selection to be used in the calculation. A member selection window popover will be opened.

5. Select the Update List option under Applicable To to choose the fields that need filtering for the Input dataset values.

6. Click on Okay to save the selection or Cancel to disregard the selection.

7. Click on Save to save the creation or Cancel to disregard the creation.

8. Select the newly created Account Mapping header to add more details on the rule. Action icons of Add, Copy, Edit, and Trash will be shown on mouseover.

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.

   

Rule Details

1. Select the Input Dataset, Input Account, and Input Flow members from the Member selector against each field by clicking the Click to Select box.

2. 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.

3. Click on Okay to save the selection or Cancel to disregard the selection.

   

4. Follow the same steps for the Output section and select the target dataset members.

5. Click on Okay to save the selection or Cancel to disregard the selection.

6. Click on Save to save the creation 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: