Working with Scenario Rollups

After you open a scenario rollup structure, you perform these steps:

Adding Models to Scenario Rollups

To add models to scenario rollups:

Perform an action:
- To add parent models, select a model, right-click on the model, select Add Model, and then Add Parent.
- To add child, select a parent, right-click on the model, select Add Model, and then Add Child.
- To add siblings, click a child, right-click on the model, select Add Model, and then Add Sibling.
In Add Model, in Models, select a model.
Click OK.
Select the contributing scenario.

Specifying Parent Model Characteristics

Use Parent Attributes to define parent-level parameters: contributing scenarios and elimination groups.

To specify parent model characteristics:

Open a scenario rollup.
Select the parent model.
Right-click on the model and then select Model Characteristics, and then Parent Attributes.
Optional: In Contributing Scenarios, if applicable, from the Input Only Scenarios list, select the input only scenario or scenarios that include accounts that you don't want rolled up to the parent. All input only scenarios in the parent model are listed.

You can also define input only scenarios for parent models that are at an intermediate level in a nested scenario rollup.

Use this option when you want the parent node to contribute data values to the scenario rollup instead of getting values from the child for the accounts specified in the input only scenario.
Optional: Eliminating Accounts—In Elimination Groups Based On, select accounts to eliminate from scenario rollup.

Eliminated accounts are set to zero in the scenario rollup parent during processing. For example, an intercompany transaction modeled in a child model may not be needed in the scenario rollup, so it can be eliminated.

Accounts must be in account group to be eliminated. Elimination can be based on account groups in the scenario rollup parent or business unit models.
- In Elimination Groups Based On, select the source for elimination groups:
  - Current Model
    
    Eliminates accounts using account groups in the scenario rollup parent.
  - Business Unit
    
    Eliminates accounts using account groups in the child models.
    
    Note:
    
    Accounts that are both eliminated and blocked are eliminated.
- In User Defined Elimination Groups, select account groups to eliminate from scenario rollup.
Click Apply or Apply to All Scenarios.

Note:

While on Parent Attributes, this saves parent attributes only.

Specifying Child Model Characteristics

Child model characteristics define how children behave during rollup.

To specify child model characteristics:

Open a scenario rollup.
Select a model, right-click on it, and then select Model Characteristics

The model name displays in the title bar: Model Scenario Rollup Data for <Model name>.
On Model Scenario Rollup Data for <Model name>, select Child Attributes.
Optional: In Method Used, select a rollup method to determine the rolled up accounts:

Note:

Information about using methods—When you use the Cost, Equity, or Minority Interest Consolidation methods, the subaccount structures should be similar. See Important Facts about the Equity, Cost, and Minority Interest Methods.
- Full Scenario Rollup— Rolls up 100% of all accounts.
- Equity—Less than 20% (see Equity Method).
- Cost—At least 20% but less than 50% (see Cost Method).
- Minority Interest Consolidation—At least 50% but less than 100% (see Minority Interest Method).
- Optional: In Target Subaccount, select a subaccount.
  
  Target Subaccount is available with Equity if account v2420 in the parent model has subaccounts. This method has calculations for v2420. If v2420 has subaccounts, specify which subaccount receives the child models values.
- Optional: In Equity Groups, select an account group.
  
  With Equity, account groups you select here are rolled up into the parent.
Optional: In Ownership % of Selected Model, enter a value.

Enter the percentage of the model to be rolled up. Enter the number as an integer with two decimal places.

For example, if sales in the first forecast period of the child model were $200 and 100% is rolled up, $200 are rolled up. If it is 80%, $160 are rolled up.
In Periods to rollup into parent, select time periods for the scenario rollup.
- Period to Begin Rollup
  
  Select the starting time period.
  
  The time period range must be within the range of the rolled up parent—see Time Periods in Rolled Up Parents and Child Models.
  - First Period in File—Rolls up starting in the first time period in the model.
  - <Deal Period>— Rolls up starting in the deal period. Balance sheets from the main or .00 accounts roll up into the respective accounts .2 or acquisition-related accounts in the rolled up parent.
  - Other available options display.
- Period to End Rollup
  
  Select the last time period.
Click Apply or Apply to All Scenarios.

Note:

On Child Attributes, this saves child attributes only.

Excluding Models from Scenario Rollups

You can exclude models from scenario rollups. If excluded models contain children, they are also excluded.

To exclude models from scenario rollups:

On Tree View, select a model.
Right-click on the model, and then select Exclude, and then From the Parent Scenario.

Deleting Business Unit Models

To delete business unit models:

Select a model.
Right-click on the model, and then select Remove Model
On the confirmation prompt, click Yes.