Adding Dimension Value Conditions to an Access Rule

Dimension value conditions and measure conditions determine which plan cells the access rule applies to. If you don't define any dimension value conditions, the access rule only uses the measure conditions to determine the plan cells that it applies to.

To add dimension value conditions to an access rule:

  1. Open the access rule you want to add the dimension value conditions to.
  2. Open the Dimensions And Measures tab.
  3. In the Dimension Values section, click Add Dimension Value Conditions. The Dimension Value Conditions window displays.
  4. Search for and select the dimension you want the access rule to use.

  5. Specify the operator applied between the dimension and its values. Select one of the following:

    • "Equals", if you want the access rule to apply to the specified dimension values.
    • "Does Not Equal", if you want the access rule to apply to all dimension values, except for the specified dimension values.
    • "Contains", if you want the access rule to apply to dimension values that contain the specified text.
    • "Does Not Contain", if you want the access rule to apply to all dimension values that do not contain the specified text.

  6. Depending on the operator that you selected in the previous step, do one of the following:

    • If you selected "Equals" or "Does Not Equal", search for and select the values.

      Note:

      The values are retrieved from Analytics, using the data sources that the dimension is mapped in. If you do not see a value that you expect, ensure that the plan that contains the value is sent to Analytics and that you have access to the dataset in Analytics.

    • If you selected "Contains" or "Does Not Contain", enter the value that you want to use.
  7. [Optional] To add more dimension value conditions, click Add Condition, then repeat steps 4-6 to define the condition.

  8. If you added multiple conditions, specify the logical operator that is applied between the conditions. In the Condition Logic field, select one of the following:

    • "AND", if you want all the conditions to be met for the rule to apply. This means that all the conditions must evaluate to true.
    • "OR", if you want at least one of the conditions to be met for the rule to apply. This means that at least one condition must evaluate to true.
    • "Custom Logic", if you want to define a custom logical expression that must evaluate to true for the rule to apply.
  9. If you selected "Custom Logic" in the Condition Logic field, define the custom logical expression in the Custom Logic field. You can use AND, OR, and parentheses to build the expression. Each condition is represented by a number. You must ensure that all the conditions are included in the expression.
  10. Click Save. The dimension value conditions are now added.