Business Segment Planning
- Adam Davis
The FIN BSEG x Plan dimension is derived from the Total FIN BSEG x rollup in the FIN BSEG x dimension.
Usage
The usage FIN BSEG x Plan in the planning modules is set in the Settings popup.
The dimension caption of the FIN BSEG x Plan dimension can be set. The caption for the Total and NA elements can be set for the planning business segment. Enter the Manual Value and click on the Update Captions to apply the changes.
The usage of the FIN BSEG x Plan dimension in the planning modules can be set. For the Revenue, Expense and Balance Sheet planning modules, select Yes as the Manual Value if the planning business segments is used. If the planning business segment dimension is not used all the data is copied from the FIN General Ledger cube to the NA FIN BSEG x Plan element in the FIN BSEG x Plan dimension.
Plan Mapping
The mapping of the FIN BSEG x elements determine the leaf elements of the FIN BSEG x Plan dimension. When data is copied from the FIN General Ledger cube to the planning cubes the Plan Map ID is the leaf element that the data is copy to in the FIN BSEG x Plan dimension. The rollup of the FIN BSEG x Plan dimension is inherited from the rollup under Total FIN BSEG x in the FIN BSEG x dimension.
The mapping is based on levels. Level 0 is the leaf level of the FIN BSEG x dimension. Level 1 is the first consolidation of the leaf elements. Level 2 and above are the consolidation levels up the Total FIN BSEG x element. NA is a special mapping where the data against the element in the FIN BSEG x dimension is copied to the NA element in the FIN BSEG x Plan dimension.
To begin, set a level under Map Level Entry for the Total FIN BSEG x element. This level is inherited to all elements under the Total FIN BSEG x element. The initial mapping can be overridden in the Map Level Override column.
You can not override the mapping of component element lower level than is parent consolidated element. This will cause an error when build the planning business segment dimension.
Once the planning mapping has been completed, click on the Build Dimension button to update the planning business segment dimension. The final dimension rollup can be viewed in the FIN BSEG x Plan tab.
Security for the Planning Business Segment
The planning business segment has the same security as the associated business segment. See Business Segment Security for more information.