Dimension Setup

Apliqo FPM allows to reflect your business structures using a company dimension, which is mandatory to use, and up to four additional business segments that can be used flexibly for cost centers, profit centers, departments, locations etc. You can access the setup screens through the Apliqo Settings menu -> Business Segments.

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General Considerations

Each of the business segments will contain a hierarchical structure of consolidated and numeric elements. The consolidated elements sum up the assigned children. Only the lowest level (N or leaf elements) can store data. The minimum structure should include a root element (e.g. FIN Company Rollups), a dimension total (e.g. Total FIN Company) and a dummy element to store any data that is lacking the business segment detail. The "Total" element should always contain all numeric elements of the dimension so that no potential data points are missing when looking at the total.

The name of an element in the dimension can be an alpha-numeric string. If available the use of a technical code rather than just a description is recommended because an element cannot be renamed (it will have to be deleted and a new element created) and the element name also has to be unique within the dimension.

An unlimited amount of attributes can be stored for each dimension element for display or filtering purposes. There is three types of attributes: String (S), Numeric (N) and Alias (A, can be used instead of the element name and has hence to be unique as well).

The following attributes are mandatory: Description (S), Code and Description (A). For the company dimension in addition the attribute "CurrencyISOCode" (S) is mandatory and expected to hold a legal entities local currency ISO code (three digit, e.g. USD).

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Related

https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2493251645

https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2493743149

https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2494005316