A Financial Consolidation and Close Best Practices

Use these best practices for Financial Consolidation and Close.

This table provides links to the best practices mentioned in this guide.

Category	Best Practice For	See this Section
Validating Metadata	Validating metadata properties	Validating Metadata
Creating Alternate Hierarchies	Working with shared hierarchies	Creating Shared Members
Account Dimensions	Defining accounts	Account Hierarchy Order
Dimension Hierarchies	Setting up dimension hierarchy levels	Working with Dimension Hierarchies
Loading Data	Importing the data file	Loading the Data Import File
Exchange Rates	Entering exchange rates	About Exchange Rates
Application Database	Working with the application database	Refreshing the Database
Configurable Calculations	Creating configurable calculations	Configurable Calculations Best Practices
Consolidation Rule-sets	Working with consolidation rule-sets	Creating Consolidation Rule-sets
Essbase Calc Script	Essbase calc script common syntax	Working with Essbase Calc Script
Extended Dimensionality Applications	Extended dimensionality scripting techniques	Best Practices for Calculations in Extended Dimensionality Applications
Auditing Data	Maintaining audit tables	Viewing Audit Details
Auditing Tasks	Working with audit tables	Viewing Task Manager Audit Details
Managing Applications	Deleting an application	Removing an Application
Monitoring Your Application	Monitoring your application to understand application usage	Working with Activity Reports and Access Logs
Member Formulas	Defining or editing member formulas in the Simplified dimension editor	Working with Member Formulas
On-Demand Rules	Creating on-demand rules	Best Practices for On-Demand Rules
Supplemental Data Manager Form Templates	Mapping supplemental data	Form Template Sections: Mapping Tab
Task Manager Schedules	Overriding parameters when creating schedules from templates	Setting Task Type Parameters Creating Schedules from Templates
Setting Schedule Status	Manage the schedule lifecycle by setting the schedule status	Setting Schedule Status