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.