Create a Data Set 1 Filter

You use the Data Set 1 Filter subtab on the Comparison Rule tab in the Comparison Rules (SP) application to create a Data Set 1 filter for a comparison rule. A Data Set 1 filter is composed of one or more filter clauses that specify a subset of Data Set 1 objects to reconcile against Data Set 2 objects when you use a comparison rule. Each clause identifies an object (and in some cases an attribute) in Data Set 1 to evaluate when the system processes a comparison rule. For more information about the components of a Data Set 1 filter clause, see Data Set 1 Filter Clauses.

To create a Data Set 1 filter:

Note: These instructions are based on the assumption that you have selected a comparison rule or created a new rule in the Comparison Rules (SP) application and are positioned on the Comparison Rule tab. If you have not created or selected a comparison rule, see Create a Comparison Rule for more information about creating or selecting a rule.

  1. On the Comparison Rule tab in the Comparison Rules (SP) application, select the Data Set 1 Filter subtab.

  2. To add a Data Set 1 filter clause, in the Data Set 1 Filter Clauses table window, click New Row. The Row Details open.

Note: The application generates a sequence number for each new row created. By default, the application creates sequence numbers in increments of ten in ascending order. You can modify the numbers as needed or add new clauses with sequence numbers that fall between already-existing numbers. Each sequence number must be unique. When you save the record, the application sorts the clauses in ascending numerical order.

  1. If appropriate, in the (... field (open parenthesis), enter an open parenthesis.

  2. In the Data Set 1 Object field, click Select Value and select a Data Set 1 object from the Select Value dialog box. The value selected populates the Data Set 1 Object field.

Note: If you select a specification (such as ASSETSPEC)  for the Data Set 1 Object field, then select a value for the Data Set 1 Class Structure field.

  1. If appropriate, in the Data Set 1 Class Structure field, click Select Value and select a class structure from the Select Value dialog box. The selected class structure populates the Data Set 1 Class Structure field. The application displays the classification for the selected class structure in the Data Set 1 Classification field and a description in the Data Set 1 Class Structure Description field.

  2. If appropriate, in the Data Set 1 Attribute field, click Select Value and select an attribute from the Select Value dialog box. The value selected populates the Data Set 1 Attribute field, and the application displays the title of the attribute in the Data Set 1 Attribute Title field.

  3. In the Operator field, click Select Value and select an operator for the filter clause. The value selected populates the Operator field.

  4. In the Value field, enter a value for the Data Set 1 attribute.

Note: If you selected NOTEMPTY or NOTNULL as an operator, the Value field is read-only.

  1. If appropriate, in the ...) field (close parenthesis), enter a close parenthesis.

  2. If appropriate, in the Sequence Operator field, click Select Value . A Select Value dialog box opens. On the dialog box, select the appropriate sequence operator. The Select Value dialog box closes, and the selected operator populates the Sequence Operator field.

Note: If you use multiple clauses, specify a sequence operator for all rows except the row with the highest sequence number. The row with the highest sequence number cannot have a sequence operator.

  1. If appropriate, repeat steps 2 through 10 to create additional Data Set 1 filter clauses.

  2. When you have entered all Data Set 1 filter clauses, you can create additional components of the comparison rule by selecting another subtab in the application. You must add either an attributes equality or matches found definition before you can save the comparison rule.

  3. When you complete all components of the comparison rule, click Save Comparison Rule  to save the comparison rule.