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To configure the Business Segments, navigate to Administration > Business Segments.
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General Considerations
Dimensions and Hierarchies
The leaf elements of a dimension represent the smallest level of business data stored in a cube within Apliqo FPM. These elements provide the granular details essential for analysis and reporting.
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However, multiple rollups within a single hierarchy cannot be combined for reporting and analysis, which limits flexibility in such configurations.
Alternative Hierarchies
To overcome this limitation, alternative hierarchies can be created within the Company and Business Segment dimensions. These hierarchies provide separate rollups of the same leaf elements. Using the example above, one hierarchy could group Cost Centers by Location, while another groups them by General Manager. With alternative hierarchies, these two perspectives can be cross-tabbed in reports, allowing users to analyze Cost Center performance by both Location and General Manager simultaneously.
Rollups vs. Hierarchies
Rollups are straightforward to implement and are well-suited for basic reporting requirements. In contrast, hierarchies offer enhanced flexibility and deeper analytical insights. For instance, with hierarchies for Cost Centers by Location and by General Managers, cross-referenced reports can reveal performance across both dimensions, providing a more comprehensive view of business operations.
Required Elements
All dimensions in Apliqo FPM include a default hierarchy that shares the same name as the dimension. Each business segment dimension must contain:
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The “Total FIN BSEG x” rollup is regarded as the definitive total against which all other totals are validated. This principle also applies to the FIN Company and other dimensions within Apliqo FPM.
Elements and Attributes
Elements and Attributes
Once created, the principal name of a leaf element cannot be modified. Therefore, it is recommended to use system keys for principal names instead of business descriptions. These system keys often exist within the organization’s source data. To assign a business description to a leaf element, you can use an Alias Attribute or a String Attribute.
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Consolidated elements, however, can generally be deleted since numeric data cannot be stored against them. String data, such as comments, can still be stored against consolidated elements.
Types of Attributes
Alias Attributes: Provide business descriptions for elements and must be unique within the hierarchy. They cannot duplicate the principal name or other aliases. Apliqo FPM’s default alias, “Code and Description,” concatenates the element’s principal name with its business description.
String Attributes: Store textual data, such as descriptions, which do not need to be unique.
Numeric Attributes: Store numerical data associated with an element.
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