Analyzing the Impact of Changes to Consolidation-Dependent Rules

This section provides an overview of impact analysis and discusses how to:

Specify the impact analysis scope.
Indicate the object to analyze.

Pages Used to Analyze the Impact of Changes to Consolidation-Dependent Rules

Page Name	Definition Name	Navigation	Usage
Impact Analysis Search	GC_IMPACT_SRCH	select Global Consolidations, then select Consolidation Analysis, then select Consolidation Inquiries, then select Impact Analysis	Set the scope of the impact analysis.
Impact Analysis	GC_CHANGE_IMPACT	Click OK on the Impact Analysis Search page.	Enter the impact analysis criteria and interactively view the results.

Understanding Impact Analysis

The pages within the Impact Analysis component enable you to identify which nodes of a consolidation tree would be affected if, after processing consolidations, you make changes or adjustments to:

Allocation rules.
Ledger preparation rules.
Journal entries.
Elimination, equitization, or non-controlling interest rules.

Use this information to analyze at what level you may need to reprocess a consolidation if any of the supporting rules or journals change. For example, in some cases you may find that you only need to reprocess a particular node of the consolidation tree. The analysis is date-sensitive; you specify the date on which the rule or journal change occurs, as different rules may be active depending on their effective date.

After setting the scope of the analysis, you indicate which type of rule and the specific rule or journal to analyze. The system displays the results when you click Show. The results show the past run control IDs that are impacted based on the change; click the run control description to view the specific run control.

Note: Because the run control ID may have changed since the last time a process was run, be sure to carefully check the parameters.

Impact Analysis Search Page

Use the Impact Analysis Search page (GC_IMPACT_SRCH) to set the scope of the impact analysis.

Navigation

select Global Consolidations, then select Consolidation Analysis, then select Consolidation Inquiries, then select Impact Analysis

Image: Impact Analysis Search Page

This example illustrates the fields and controls on the Impact Analysis Search Page. You can find definitions for the fields and controls later on this page.

Impact Analysis Scope

Select the level of analysis. Options are:

Allocation Rule Change: Select to view the impact of changes to an allocation rule.

Consolidation Setup Change: Select to view the impact of changes to an elimination, equitization, or noncontrolling interest rule, rule set, or rule group.

Journal Change: Select to view the impact of changes to a journal.

Mapping Rule Change: Select to view the impact of changes to a calendar mapping rule, currency conversion group, or data mapper rule (ChartField mapping).

Effective Date

Enter the date on which the rule change takes effect.

No date is required here for journal changes; you indicate the date when you specify the journal on the Impact Analysis page.

Impact Analysis Page

Use the Impact Analysis page (GC_CHANGE_IMPACT) to enter the impact analysis criteria and interactively view the results.

Navigation

Click OK on the Impact Analysis Search page.

Image: Impact Analysis page

This example illustrates the fields and controls on the Impact Analysis page. You can find definitions for the fields and controls later on this page.

After you click OK on the selection page, the system displays the Impact Analysis page, where you indicate the specific object to analyze. The fields that you complete on this page differ, depending on your scope; the page discussion is grouped by scope.

Scope: Allocation Rule Change

SetID

Select the SetID that contains the allocation rule.

Allocation Rule ID

Select the allocation rule to analyze.

Click the allocation rule description to view the rule definition page.

Scope: Consolidation Setup Change

Setup Option

Select which consolidation rule type to analyze. Options are: Elimination Setup Change, Equitization Setup Change, or NonControlling Interest Change.

Select Options

Select the rule type to analyze. Options are: Group Change (for a rule group), Rule Change (for a rule), or Set Change (for a rule set).

Group, Rule, and Set

Enter the specific item to analyze.

Scope: Journal Change

Business Unit, Scenario ID, Journal ID, and Date

Complete these fields to indicate the journal to analyze.

Click a description to view the journal detail.

Scope: Mapping Rule Change

Rule Selection

Select the type of rule to analyze. Options are: Calendar Map Change, Currency Rule Change, or Ledger Map Change (ledger mapping is set up by using data mapper).

SetID

Enter the map rule's SetID.

Calendar Map ID, Currency Rule ID, and Ledger Map ID

Enter the specific item to analyze. The ledger map ID is equivalent to the data map ID.

Click a description to view the rule detail.

Viewing Results

Click Show to view the results. The results list all the impacted consolidation runs and include these fields: Run Control ID, Business Unit, Scenario, Consolidation Model, Year, Period, Consol Node (consolidation node), and process Batch ID.

Click the run control ID description to view that run control page.