Modifying Rules and Measures

When your organization implements a Measure Factory application, it arrives from DI with standard rules and measures defined. However, you can edit rules and measures using the Measure Factory Editor.

NOTE: DI strongly recommends that you keep a backup copy of the factory configuration script that came with your application before making any changes to the script.

To modify an existing rule or measure using the Measure Factory Editor:

  1. Double-click a rule or measure in the table.

    The rule or measure detail pane opens on the right.

  2. Click the pencil icon to the right of any options that you want to change.
  3. Make your changes, and then click Green check mark to accept the changes or click Red X to reject the changes.
  4. When finished editing, save the tab.

Best practice for editing rules and measures:

To ensure that you can revert back to the original configuration, DI recommends that you modify a copy of any rules or measures that you want to change. Use the following steps to make a copy of the rule or measure and have Measure Factory use that copy:

  1. Click Copy at the upper right of the rule or measure detail pane to create a copy that has _copy# appended to the original name.
  2. Use the view switcher at the upper left to open the script in Text Editor.
  3. Find the original rule or measure in the script, and comment it out.
  4. Switch back to the Measure Factory Editor, and rename the copy of the rule or measure to the original name by removing the _copy# appendage. Because rules and measures are referenced by name in other parts of the script, you will otherwise get unexpected results when testing your changes.
  5. Make changes to the rule or measure as needed.
  6. When finished editing, save the tab.
  7. Run the factory and ensure that your changes give the expected results.

For more information about using the Measure Factory Editor to create new rules and measures, see Creating Rules and Adding Measures.