In this section we are going to define the FIN BSEG 2 Plan dimension from the FIN BSEG 2 dimension. We want to plan Revenues by Customer Regions.

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

Settings

We are planning revenues using the FIN BSEG 2 Plan dimension. In the following walk through we are setting the settings for the FIN BSEG 2 Plan dimension.

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.

Click for a guided walkthrough.

Next

Training: FIN BSEG 3 Plan

More Information