Associating Data Maps with a Scenario Rollup

Strategic Modeling operates on an individual model in a scenario rollup as follows:

1. Refresh Phase: Refresh data maps bring data into scenario rollups from outside sources, such as a Planning cube or Strategic Modeling models that are not part of the rollup. They are run before the scenario rollup if you select the Refresh option for the business case in Run Rollup and Data Maps.

2. Before Phase: Execute any data maps that are assigned to run before the model is processed. These should move data into the current model. These data maps run automatically during a scenario rollup after the source model has been rolled up.

3. Process Model: Models that are leaf nodes are prepared to be rolled up into their parent nodes, making sure that they are completely calculated, including any required currency translation. Models that are parent nodes roll up their child nodes and are then completely calculated, including any required currency translation.

4. After Phase: Execute any data maps that are assigned to run after the model is processed. These should move data from this model into other models that need the results from the current model. These data maps run automatically during a scenario rollup when they are associated with the scenario rollup.

5. Publish Phase: Publish data maps push final rolled up data to external targets, for example, Planning, after a scenario rollup is complete if you select the Publish option for the business case in Run Rollup and Data Maps.

Note:

• Planning to Strategic Modeling scenario rollup type data maps are only available for association in the Refresh phase for the models present in the scenario rollup on which the data maps are defined. These will be considered as external source data maps with respect to the scenario rollup.
• Strategic Modeling scenario rollup to Strategic Modeling scenario rollup type data maps are available for association in the Before/After phase of the models within the respective scenario rollup upon which the data maps are defined.
• In a Strategic Modeling scenario rollup, let’s take a particular scenario. If a data map is associated as a Before data map for Model A and if this data map is setup to have Model A as a target model and if Model A is a parent model, the data map results could be overwritten by the scenario rollup from its children.

To associate data maps with a scenario rollup:

1. From the Home page, click Strategic Modeling and then click Scenario Rollups.

2. Open the scenario rollup you want to associate data maps with.

3. Click a model in the scenario rollup hierarchy, and then click the Data Maps tab.

4. From the drop-down list, select when you want the data map to run—Refresh, Before, After, or Publish.

   The data maps list is filtered depending on your selection and is based on the data map definition and whether the model is part of the source or target.

   For example:

   • If the currently selected model is either the target of the data map or is present in the target section of the dimension mapping for the model, the data map can run before the model rolls up and will be listed if you select Before.
   • If the currently selected model is either the source of the data map or is present in the source section of the dimension mapping for the model, the data map can run after the model rolls up and is listed if you select After.

5. From the Available Data Maps list, click the data map that you want to associate with the model, and then click to add the data map to the Associated Data Maps list.

   Tip:

   You can also search for a data map or drag and drop the data map to the Associated Data Maps list.

6. Make sure Run on Rollup is selected so the data map runs when you run the scenario rollup.

7. Click Apply.

8. Repeat this process for any models, including the root model, with which you want to associate data maps.
9. Click Close.

Notes:

• Data maps associated with the Before or After phase will not run when a rollup is in the Ready state, unless models are altered by Refresh phase data maps.
• During the scenario rollup, data maps that are associated with the After phase that push data from a parent down to one or more children can trigger a two-pass rollup.
• When running scenario rollups, when the source of a data map is either Planning or a Strategic Modeling model outside the current scenario rollup, the data map is considered to be an external source data map. This type of data map is typically used to prepare the models for scenario rollup by importing the data from external sources.

Tip:

To see all the data maps associated with the models in the scenario rollup, from the Actions menu, select Set Data Maps.