In this section we are going to define the FIN BSEG 2 Plan dimension from the FIN BSEG 2 dimension. We want to plan at a level of detail one level higher than the FIN BSEG 2 dimension.

The following topic will be covered in this section.

You can access the Chart of Accounts setup through the page: Administration > Business Segments > FIN BSEG 2.

FIN BSEG 2 Plan Settings

The FIN BSEG 2 dimension contains Xeno Group Customers. We only plan revenues by Customer. The Balance Sheet is planned for the company only. These settings are set in the FIN BSEG 2 Plan Settings popup.

Click for a guided walkthrough.

Set the Plan Mapping

There is too much detail in the Customer business segment. We want to plan to level 1 of the Total Customer rollup.

Set the Plan Mapping

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