1. Working with Planning
  2. Working With Strategic Modeling
  3. Creating and Running Scenario Rollups
  4. Defining Model Characteristics
  5. Specifying Child Model Attributes

Specifying Child Model Attributes

To specify child model attributes:

  1. In Method Used, specify the method for rolling up the entity to the parent:

    When you use the Cost, Equity, or Minority Interest methods, the subaccount structures should be similar.

    • Full Scenario Rollup—Use this method to roll up 100% of all accounts.
    • Cost—Use this method when the amount of investment in a company is less than 20% and is held for at least one year.
    • Equity—Use this method when the amount of investment in a company is at least 20% and less than 50% and is held for at least one year. Business unit values roll up into Dividends from Subsidiaries and Earnings from Investments accounts, which are used to calculate the parent's investments.
    • Minority Interest—Use this method when the amount of investment is between 50% and 100% of the company's stock. This method also rolls up output values. While 100% of the business unit is rolled up, these calculations recognize the outside interest in the business.
    For more details about the calculations used for each method, see Data Management in Working with Strategic Modeling in Smart View.
  2. If you specified Equity for the method, in Target Subaccount, specify which subaccount receives the child entities' values.

    This option is available if account v2420 in the parent entity was set up to include subaccounts. This method has calculations for v2420. If v2420 has subaccounts, specify which subaccount receives the child entities values.

  3. If you specified Equity for the method, in Equity Groups, select an account group.

    Account groups you select here are rolled up into the parent.

  4. In Ownership, enter the percentage of the entity to be rolled up.

    For example, if sales in the first forecast period of the child entity are $200 and ownership is 100%, $200 is rolled up. If ownership is 80%, $160 is rolled up.

  5. In Periods to roll up into parent, specify the Start Period and End Period across which the scenario rollup should run. The time period range must be within the range of the rolled up parent. Select a specific time period or one of the following:

    • First Period in File—Rolls up starting in the first time period in the model.

    • <Deal Period>—Rolls up starting in the deal period (defined in Time Periods in Oracle Smart View for Office).

    • Residual value period—Uses the last period in the model. Or, if ending periods don't match between child and parent, the residual value period is calculated.
  6. Click Apply to apply changes for this node in the scenario rollup structure to the currently selected business case. Click Apply All to apply changes for this node in the scenario rollup structure to the all business cases for this node.