Diagnosing Issues with If/Then Rules

1. Identify the Issue  0:00

• Review the all-time data for discrepancies.
• Determine if the issue is due to incorrect input or rule design.

2. Use the Cell Hover Feature 0:26

• Hover over the cell in question.
• Click the eye icon to view the most recent rule that executed on that cell.

3. Analyze the Rule Impact 0:47

• Check the last rule that affected the cell.
• Understand how the rule calculated the current value (e.g., commission multiplied by a factor).

4. Modify or Turn Off the Rule 1:20

• If the rule is incorrect, modify it as needed.
• Alternatively, turn off the rule to stop its execution.

5. Re-run the Process 1:42

• After modifications, hit run to execute the updated rules.
• Wait for the process to complete.

6. Verify Changes 1:58

• Click on the updated cell to check the most recent rule that executed.
• Ensure the new value aligns with expectations.

7. Utilize Rule History for Further Analysis 2:30

• Scroll to the right and click 'view history' to see all rules that have affected the row.
• Read the history from bottom to top to understand the sequence of rule executions.

8. Document Findings and Changes 4:25

• Keep a record of any modifications made to rules.
• Note any discrepancies found and how they were resolved.

Cautionary Notes

• Always double-check the rules before modifying them to avoid unintended consequences.
• Ensure that any changes made are documented for future reference.

Tips for Efficiency

• Use keyboard shortcuts (e.g., Control + Right Arrow) to navigate quickly through the data.
• Familiarize yourself with common rules to speed up the diagnosis process.