Account Reclassification How-To Guide
Create New Account Reclassification Rule
Go to Calculations under the Drive menu on the space explorer of the navigation pane.
From the list of rule types, select the Account Reclassification rule type. Go to the Level 2 header and click on the Plus icon to create new account reclassification rule group details. A right-side panel of the account reclassification detail will open.
Enter the Account Reclassification Group Rule Description.
Click on the Output Dataset field member selection to be used in the calculation. A member selection window popover will open.
Select the member. The selected member will be shown on the right side of the box as the current member (CM).
Click Okay to save the selection or Cancel to disregard the selection.
Click Save to save the creation or Cancel to disregard the creation.
Select the newly created account reclassification group to add more details to the rule. Action icons for Plus, Copy, Edit, and Trash will be shown on mouseover.
-
Click the Plus icon to create the account reclassification details. The right-side panel of account reclassification detail will open for the user to populate with the required information.
Input Dataset:
Select the input dataset by clicking the Click to Select box. A member selector of the dataset field will open.
Select the member. Selection is available for the user as well as relationships like current member, leaf member, children, descendants, current member and leaf member, current member and children, and current member and descendants. The selected member and relationship will be shown on the right side of the window.
-
Click Okay to save the selection or Cancel to disregard the selection.
Reclass From
Select account and flow member. Selection is available for the user as well as relationships like current member, leaf member, children, descendants, current member and leaf member, current member and children, and current member and descendants. The selected member and relationship will be shown on the right side of the window.
-
Click Okay to save the selection or Cancel to disregard the selection.
Reclass To
Select account and flow member. Selection is available for the user as well as relationships like current member, leaf member, children, descendants, current member and leaf member, current member and children, and current member and descendants. The selected member and relationship will be shown on the right side of the window.
-
Click Okay to save the selection or Cancel to disregard the selection.
Applicable To
Click Update List to select other affected fields in the calculation. A field selector window popover will appear. If no selection is made, the calculation will consider all members of the other fields not defined. If required to include other fields, the fields shown in the selection are those under the tagged model, except for Time, Version, Dataset, Account, and Flow type.
Select the field(s). This allows multi-select. Click Insert Items.
Click Okay to save the selection or Cancel to disregard the selection.
Click Save to save the creation or Cancel to disregard the creation. An information popup will appear indicating that the rule detail was saved successfully.
Video Preview on How-to Add Account Reclassification Rules: