Multi-Subject Rules

A multi-subject rule validates or transforms data across more than one subject.

Who can use this feature?

Users can view the Rules room with this profile:

  • Data: Read (access level), Simple (view level)

Users can create and configure rules with this profile:

  • Data: Write (access level), Detailed (view level)

Not sure if you have this feature or capability? Reach out to your administrator.

Overview

Multi-subject rules are run after business rules and system rules. This means that the data should be close to its final state to use in Visier. At this stage, you can use multi-subject rules to do validation or additional transformations to already-modified data.

Create a multi-subject rule

  1. In a project, on the navigation bar, click Data > Rules > Multi-Subject.
  2. Click Create Rule.
  3. Select the data category that the rule belongs to. For more information, see Data Categories.
  4. Select Multi-subject rule.
  5. Type a display name and description.
  6. Optional: In Formula, type the multi-subject rule formula. If you aren't ready to add the formula, you can add the formula after creating the rule.
  7. When finished, click Done.

Configure an existing multi-subject rule

  1. In a project, on the navigation bar, click Data > Rules > Multi-Subject.
  2. In Data category, select the appropriate data category.
  3. Select a rule from the list.
  4. Do any of the following:
    • Enable or disable the rule. By default, new rules are enabled. If enabled, the rule is active and will run against the subject's data during data load jobs.
    • In the formula editor, write or change the rule's formula. The formula defines the transformations to make to the data. When finished, click Validate.

      Note: To learn how to write a multi-subject rule formula, explore the Formula dictionary below the formula editor.

  5. When finished, publish your project to production. For instructions, see Publish Project Changes.

Example: Organization hierarchy pruning rule

call pcHierarchyMultiReferencePruningRule(

Organization_Hierarchy,

Organization_Hierarchy.Parent_Organization_ID,

{Employee -> Employee.Organization_ID, Applicant -> Applicant.OrgID})

This rule examines all members of Organization_Hierarchy to check whether there is at least one Employee or Applicant that reports up to each member. If there are no employees or applicants reporting to an organization, then the organization is removed from the hierarchy during the time ranges that there are no reports.