Creating and Running Consolidations

Creating consolidations allows you to roll up data into a parent entity for analysis. For example, you might store data in multiple models such as geographic territories. You can roll up the geographic territories to a parent level to help you make business decisions at the enterprise level.

About Business Cases

A business case defines how child node data is rolled up into the parent. It is defined by selecting the scenario to use for rolling up data to the parent model during consolidation, and then defining model characteristics. By defining different consolidations that use different business cases and have different model characteristics, you can analyze how these different business cases affect the business at a more global, consolidated level.

Overview of Creating and Running Consolidations

Follow these overall steps for creating and running consolidations.

  1. Create the consolidation and build the consolidation structure. See Creating a Consolidation.
  2. Create and assign one or more business cases. See Defining Business Cases for Consolidations.
  3. Define model characteristics. See Defining Model Characteristics.
  4. Run the consolidation. See Running a Consolidation.

Watch this tutorial video to learn more about creating and running consolidations.

video cloud png Tutorial Video