Build Data Action

Build Data Action

  1. Select the Main Menu icon.

  1. Select Data Actions from the menu and then select the tile to Create New Data Action.

  1. Enter Admin###_DA_Rebates (replacing ### with your user ID) for the Name and Description.

  2. Click on the Default Model drop-down and select PnL_Admin_New### (or the model you copied in the previous section - PnL_CH3 for Data Actions Module) as the default model.

  1. Click on Save Data Action

  1. The Name and Description will already be populated with what was entered in the previous steps, so you can just click OK to Save.

  1. Click Add Advanced Formulas Step

  1. Enter Calculate Rebates for the formula Name and Description.

  2. Under Variable select the + icon then Calculation

  1. In the Target select All.

  1. In the Target Scope dialg box select + Add.

  1. Select Accounts.

  1. As shown in image below, drill down through the members list and select Rebates. Then click OK.

  1. Click OK again.

  1. We will now set the Source Scope. Select the + icon within Expression.

  1. Select Source Scope.

  1. In Source select All.

  1. Click +Add

  1. Click Accounts

  1. As shown in image below, drill down through the members list and select Product Sales. Then click OK.

  1. Click OK again.

  1. Select the + icon to the right of the Source to add a second Source Scope.

  1. In the second Source select All.

  1. Select + Add.

  1. Select Accounts

  1. As shown in image below, select Rebate %. Then click OK.

  1. Click + Add.

  1. Select Organization.

  1. Select Unassigned. Then click OK.

  1. Click OK again

  1. Click on the operator between the Source Scopes to change it from an addition (+) operator to a multiplication (x) operator.

  1. Your Data Action should now look like this.

  1. Select the Save icon to save your Data Action.