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To set up the Business Segment setup navigate to Administration > Business Segments.

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General Considerations

Dimensions and Hierarchies

The leaf elements of a dimensions store the business data in the cube. This this smallest level of detail of the business data stored in Apliqo FPM.

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Rollups verses hierarchies. Rollups are relatively simple to implement and understand, making them suitable for straightforward for your reporting needs. Hierarchies provide greater design flexibility and provide new insights. Using our example above, having a Cost Center by Location and Cost Centers by Managers hierarchies mean that these two hierarchies can be cross-tabbed in the same report to see the performance of the Cost Centers by Location and General Manager.

Required Elements

All dimensions have the default hierarchy that is the same name as the dimension. Every business segment dimension must have the consolidated top node, “Total FIN BSEG x” and the leaf element of “NA FIN BSEG x”, where x is the business segment dimension’s index. The Company hierarchy has must have the consolidated top node, “Total FIN Company” and the leaf element of “NA FIN Company”. Many other dimensions/hierarchies use the same naming convention for the top node of the dimension/hierarchy and the default leaf element. Do not delete these elements as they are important to the operation of Apliqo FPM.

The “Total FIN BSEG x” and the “Total Accounts” consolidations are used to reconcile the balancing entity. The “Total FIN BSEG x” rollup in the business segment hierarchy must include all the leaf elements of the business segment. Other rollups and alternate hierarchies do not have to include all the leaf elements. They will be defined by the business requirements. The “Total FIN BSEG x” rollup is considered the correct total that all other totals are compared to. The same applies to the FIN Company and other dimensions in Apliqo FPM.

Elements and Attributes

The principal name of the leaf element cannot be changed once the leaf element has been created. For this reason, it is recommended that system keys are used for the principal names of the leaf elements instead of business descriptions. These system keys may already exist within the business source data. An Alias Attribute or a String Attribute are used to give the leaf element a business description.

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