Calculating Ownership

You use the Calculate Ownership option to calculate values for ownership percentages based on the ownership of shares of particular entities. You can run the calculation procedures together or separately. You can calculate ownership for multiple parent entities and for multiple periods for a specific scenario and year.

You must assign a holding company to the parent for the Calculate Ownership option to be available. See the Oracle Hyperion Financial Management Administrator’s Guide.

  To calculate ownership:

  1. From the Ownership Management grid, select the parent entity as the POV entity for which to calculate ownership.

    Note:

    The parent entity that the calculation uses is the Entity on the point of view. For example, if the POV entity is Region.Europe, the calculation takes place for Europe, not Region.

  2. Click Calculate Ownership.

  3. Highlight one or more periods for which to calculate ownership.

  4. Select one or more calculation options:

    • To calculate ultimate percent control, select Percent Control.

    • To select a consolidation method for percent control, select Consolidation Method.

    • To calculate ultimate percent ownership, select Percent Ownership.

    • To calculate ultimate percent consolidation, select Percent Consolidation.

    • To calculate direct percent ownership, select Direct Percent Ownership.

  5. Select an entity option:

    • To calculate ownership for the current entity only, select Current Entity.

    • To calculate ownership for the current entity and all parent entities below it, select Descendants.

    • To calculate ownership for all entities, select All Entities.

  6. Click Calculate.