5.2 - Set minimum and maximum bounds

Create a minmax rule

1. Consider a blank data input measure for which you want to apply minimum and maximum bounds.

   

2. To add a rule, select Model.

   

3. Select the Rules dropdown.

   

4. Select Minmax rule.

   

5. Enter the rule name.

   
6. Select the Apply to Measures dropdown to choose the measures to which the rule applies. You can apply the rule to all measures or visual columns, selected measures only, or selected visual columns only.

   

7. You can switch between different rule types using the Rule Type dropdown.

   

8. You can set minimum and maximum bounds for measures or columns using different methods (Static, Measure, Variable). To set the value type, select the dropdown.

   

Static bounds

1. For example, to set static limit values, select Static.

   

2. Enter the desired value.

   

3. Select the Set Exclusive checkbox if you want the values to be strictly within the given limits. Uncheck if you want to include the limit value also.

   
4. Similarly, configure the maximum value.

Measure-based bounds

1. To set a bound linked to an existing measure, choose the Measure option.

   

2. Use the dropdown to select an existing measure.

   

3. For example, you can choose the minimum value to be greater than the previous year's revenue (PY Revenue) measure.

   

4. Configure the maximum value similarly.

   

Row and column selection

1. Limit the rule to specific rows using the Rows Selection dropdown.

   

2. Select All Rows if you want to apply the rule to all rows.

   

3. Choose Custom if you want to select specific rows.

   

4. Use the checkboxes to select the rows to which the rule is to be applied.

   

5. Select Submit.

   

6. You can limit the rule to specific columns using the Columns Selection dropdown.

   

7. Choose Open Period if you want all columns in the open period to be included for the rule.

   

8. Select Period Range if you want to select a specific period.

   

9. Use the calendar to select your period range.

   
10. Choose the Custom option if you want to select individual columns.

    

11. In this example, January along with the whole of Q2 is chosen.

    

12. Select Submit.

    

13. Select Create to apply your rule. The rules are applied now.

    

Entering values

1. You can check how the rule works by entering a number outside the specified range.

   

2. The value is not accepted and an error message appears.

   

Manage rules

1. Select Manage rules.

   

2. Use the panel options to view, edit, duplicate, delete and toggle off existing rules, or add new ones.