Predefined templates for financial intelligence processes

Planning Business Modeler provides extensive support for performing financial intelligence processes such as shares calculation, intercompany reconciliation, consolidation, and currency conversion. This support includes special financial models that contain the following:

  • Important predefined dimensions and measure groups

  • Business rule templates that provide guidelines for creating business rules that perform the processes

  • Special PerformancePoint Expression Language functions

In This Section

Comparing different models for financial intelligence processes

Describes important characteristics of financial models, and compares their support for financial intelligence processes.

About measure groups for shares calculation and consolidation

Describes the special measure groups and associated measures that are used for consolidation with shares calculation.

Characteristics of the Entity dimension in consolidation processes

Describes the special characteristics that are required for the Entity dimension that you use when you perform consolidation.

Consolidation rule templates

Describes the set of templates that you can use to create rules to eliminate subsidiary holdings, subsidiary intercompany transactions, and minority holdings.

Currency rule template

Provides guidelines for customizing the Currency Rule template.

Intercompany Reconciliation template

Describes the template that you can use to create rules that eliminate intercompany transactions.

Using SCOPE filters in consolidation and currency rules

Describes the PerformancePoint Expression Language functions for financial processes that enable you to filter member selection by account classification, account type, or flow type.

Related Sections

How do I set up a model for shares calculation and consolidation?

Provides a step-by-step guideline for creating a model that you can use to support financial processes that involve shares calculation.

How do I customize a Currency rule template?

Describes how to use Planning Business Modeler features to customize a Currency rule.

How do I customize an Intercompany Reconciliation template?

Describes how to use Planning Business Modeler features to customize an Intercompany Reconciliation template.

About predefined rule templates

Provides a general overview of templates in Planning Business Modeler.

Filling a placeholder in a rule template

Provides a step-by-step procedure for replacing template placeholders with actual dimensional values.

Selecting a predefined template

Provides a procedure for selecting a business rule template when you create a new rule.