Select exception conditions

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The following instructions explain how to define test conditions to determine which members pass/fail in an Exception or Exception Time Series widget.

To set exception test criteria

Select the Exception or Exception Time Series widget.
Under Context in the toolkit, click on the Exception section. This opens a pop-up dialog, where you can define the test criteria to determine which members pass or fail.
Choose Single to set a single criterion for the test (for example, Units of 1 or more) or Multiple for multiple test criteria (for example, Units of 100 or more and a percent change in Units of more than 20%).
Perform the following tasks depending on whether you've selected a single or multiple test.
Click OK when you are done defining the conditions.

Test type

Instructions

Single

From the Data Type drop-down menu, select the measure on which you want to test.
From the Test Type menu, choose to test based on the actual Value, Difference, or Percent Change (depending on the time comparison).
Click on the button of the operator (=, >=, Range, etc.) to use for comparing the key member’s value, difference, or percent change to the specified value or range in order to determine if the key member passes. The symbol != represents not equal to.
In the Value data window(s), type a number(s) with which to compare the data values.

Multiple

To add a test criterion, click Add. In the Exception Setup dialog, complete the tasks listed previously under the Single test to define the test criterion. Then, click OK. Repeat to add multiple criteria.
Choose AND if the key members must meet all the criteria listed, or choose OR if the key members must only meet one of the criteria to pass the test.
To delete a test criterion, highlight its row and click Delete.
To edit an existing test criterion, highlight its row and click Edit.