Entity Dimension

The Entity dimension stores the entity hierarchy and represents the organizational structure of the company, such as the management and legal reporting structures. Entities can represent divisions, subsidiaries, plants, regions, countries, legal entities, business units, departments, or any organizational unit. You can define any number of entities. The Entity can be flagged as Intercompany

The Entity dimension is the consolidation dimension of the system. Hierarchies in the Entity dimension reflect various consolidated views of the data. All relationships among individual member components that exist in an organization are stored and maintained in this dimension.

Entities in an organization can be categorized as base, dependent, or parent entities: Parent entities contain one or more dependents that report directly to them.

  • Base entities are at the bottom of the organization structure and do not own other entities. Each base entity requires a Domicile, and should have a Base currency assigned. Domiciles become available as attributes after the Jurisdiction dimension is populated and updated.
  • Dependent entities are owned by other entities in the organization.
  • Parents for shared entities may have different currencies.

The Entity structure can be part of the "FCCS_Total Geography", or an alternate hierarchy. See Creating an Alternate Hierarchy in the Entity Dimension.

For the Custom Attribute Regional Deductions, this setting specifies whether the Regional Tax Expense is deductible, or whether the Regional tax benefit is taxable on the National provision. If the entity has "RDeduct", and the entity has two valid regions, the amount deductible on the National provision is the sum of the Regional Current Provision of both active regions.

To define an Entity Dimension:

  1. From the Home Page, select Applications, then Overview, and then the Dimensions tab.
  2. Click Entity to set the properties.
    Select properties for the Entity dimension.
  3. Select the Edit Dimension Properties iconEdit Dimension Properties icon.
  4. Optional: Select the appropriate optional properties for your application:
    • Enter a Description for the dimension.
    • Select an Alias Table, if available.
    • Enter an Alias name for the dimension.
    • Select Two Pass Calculation.
    • Check to Apply Security.
  5. Select the type of Data Storage to be applied to the dimension:
    • Label Only
    • Never Share
    • Dynamic Calc
    • Dynamic Calc and Store
    • Store
  6. Under Display Option, select whether you want to display the Member Name or Alias in reports.
  7. Select the Hierarchy Type, if available.
  8. Under Cube, select which cubes you want to use. You can enable Consol, Rate or CbCR.
  9. Under Custom Attributes, perform one of the following tasks:
    • Click Create to add a new custom attribute. Enter a name for the attribute, and select the Data Type. The following custom attributes may be selected:
      • Regional Deduction
      • Intercompany Entity
      • Domicile
    • Select a Custom Attribute, and then under Actions, select Edit to modify the name of the attribute.
    • Select a Custom Attribute, and then under Actions, select Delete to remove the custom attribute.
  10. Click Done.
  11. From the Home Page, select Applications, then Overview, and then the Dimensions tab. Under Actions, select Refresh Database. The Calculation Status is modified to "System Changed".