Rules

Rules are the means by which calculations for variables, time periods, products and other dimensions are defined. They can be very broad, applying to all entities or all time periods or all variables, or can be very specific, only applying to one particular data cell if it meets certain conditions.

Understanding Rules

You can think of an individual rule as similar to a cell formula in a spreadsheet. For example, a rule may define how a Quarterly total is calculated or how Net Assets is calculated. In the rule you stipulate which variables (or cell references) will be used in the calculation and how the calculation is to be performed. A key difference between Cubix rules and a spreadsheet formula is that the rules logic is stored separately from the data. This means that a rule can be defined and written once, but applied to many different data slices in the Cubix model.

There are two distinct rule sets in Cubix. ActRules and ForRules. Each data version is assigned a rule set, so having two rules sets available allows for different versions such as forecasts and actuals, to be calculated differently.