Creating Entities

The metadata file provided with the application includes a sample entity structure. The dimension is hierarchical and is based on the legal entity structure of your organization. You must modify the Entity hierarchy structure to reflect the proper entity members for your application.

To create the entities:

  1. From the Home page, select Navigator Navigator icon, and then under Create and Manage, select Dimensions.
  2. From the Dimensions drop-down, select Entity, then expand FCCS_TotalGeography, and then expand to the required entity (for example, EasternUSA).

    Note:

    You can add an alternate hierarchy, such as a legal entity structure, and base entities can be shared between hierarchies. See Creating Alternate Hierarchies.

    Entity Dimension screen
  3. Click Add Child Add child icon, and complete the following steps:
    1. In Name, enter the name of the new entity.
    2. Enter the Alias you want to display for the entity.
    3. Under Base Currency, select the currency for the entity.
    4. Set Data Storage to Store or Never Share.

      Note:

      Because this is a sparse dimension, do not set the Data Storage field to Dynamic Calc.
    5. Under Plan Type, set the aggregate type to Ignore for all cubes (Consol, Rates and CbCR). Because the Entity dimension is aggregated as part of the Consolidation process, it must be set to Ignore for the native Essbase calculation. If another option is selected, it will default to Ignore when the database is refreshed.
      Add child entity
    6. From the Attribute Values tab, and complete the following steps to assign the regional tax for the entity that is deductible in the entity's national jurisdiction:
      1. Optional: For base entities only, add the Regional deduction attribute value if the regional tax for this entity is deductible in the entities national jurisdiction.
      2. Optional: Add the Intercompany attribute if the entity will participate in intercompany transactions.
      3. Add the Domicile attribute to assign the national jurisdiction, and then highlight the domicile. This attribute is assigned only to base entities, and only one domicile is allowed.
    7. Click Save

When all entities are created, add the currencies, as outlined in Adding Currencies.