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This step allows you to define specific criteria/rules to create a Chart.
Use the below steps to define the criteria/rule:
- Add Rule: Follow the below steps to add the rule:
- Step A: Click on ‘Add Rule’.
- Step B: Select the current table fields from the dropdown. Please note that, the list of fields present in the drop-down is dependent on the Entity selected in the ‘Step 2: Select the Entity’.
- Step C: Select the ‘Rule Type’ from the dropdown to be applied for the selected field.
- Step D: Add the Conditional Value (if needed)
- Step E: Similarly, you can add multiple rules as shown below:
- Step F: Define either one of the following Rule Condition for the added rules:
- AND
- ORAdd Group: By default, one group is added as shown in the above snaps. You won’t be able to delete the default group. If needed, you can add another group to define the rules.
Delete: Click on the ‘Delete’ button to remove the added ‘Rule’ or ‘Group’.
- Step 6: Save the changes
