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 |
|
Creating Alternate Hierarchies |
Working with shared hierarchies |
|
Account Dimensions |
Defining accounts |
|
Dimension Hierarchies |
Setting up dimension hierarchy levels |
|
Loading Data |
Importing the data file |
|
Exchange Rates | Entering exchange rates | About Exchange Rates |
Application Database |
Working with the application database |
|
Configurable Calculations |
Creating configurable calculations |
|
Consolidation Rule-sets |
Working with consolidation rule-sets |
|
Essbase Calc Script |
Essbase calc script common syntax |
|
Extended Dimensionality Applications |
Extended dimensionality scripting techniques |
Best Practices for Calculations in Extended Dimensionality Applications |
Auditing Data |
Maintaining audit tables |
|
Auditing Tasks |
Working with audit tables |
|
Managing Applications |
Deleting an application |
|
Monitoring Your Application |
Monitoring your application to understand application usage |
|
Member Formulas |
Defining or editing member formulas in the Simplified dimension editor |
|
On-Demand Rules |
Creating on-demand rules |
|
Supplemental Data Manager Form Templates |
Mapping supplemental data |
|
Task Manager Schedules |
Overriding parameters when creating schedules from templates |
|
Setting Schedule Status | Manage the schedule lifecycle by setting the schedule status | Setting Schedule Status |