Creating an Alternate Hierarchy in the Entity Dimension

To create an alternate hierarchy in the Entity dimension:

  1. From the Home page, click the Navigator Navigator icon, then Create and Manage, and then Dimensions.
  2. Under Dimension, select Entity.
  3. Under FCCS-Total Geography, select a primary entity that is set to Never Share for the Data Storage value.
  4. Select a parent entity that is set toNever Share for the Data Storage value.
  5. Add the primary entity as a child of the Parent Entity as a Shared Member.
    1. For the selected parent, click Add Child Add Child icon.
    2. On the Member Properties tab, enter the name of the child member.
    3. Under Data Storage, select Shared.

      Shared entities share their properties, other than the aggregation type, with the primary instance of the member.

    4. Under Plan Type, set the aggregation 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.
    5. Click Save. The entity member is added, and labelled as "Shared".
  6. From the Home page, select Application, then Overview, and then click Refresh to refresh the database.

    Tip:

    As a best practice, back up your database before refreshing the database.
  7. From the Home page, click the Navigator Navigator icon, then Create and Manage, and then Forms.
  8. To set the display of the entity name and associated currencies, select the Layout tab on the form, and perform the following steps:
    1. Select Attribute Dimensions, then Columns, to view the Primary Entity, and the Shared Entities that are the parent/child relationship. For example, [Primary Entity],[Shared Entity 1],[Shared Entity 2].
    2. Under Dimension Properties, for Show Qualified Name, select a display option:
      • Never--Never display qualified names. This is the default.
      • As Needed--Display qualified names for shared entity names only.
      • Always--Display qualified names for all entity members.
    3. Click Save.
  9. To enter data for the alternate hierarchy, perform the following steps:
    1. From the Home page, select Library.
    2. On the Data Entry screen, select Forms,, and then open your form.

      The form displays the primary and shared parent entities, and the associated currency. The currency values display the parent currency/shared member base currency. For example:

      • (CAD/CAD) – The currency for both the parent and shared member entity is set to CAD (Canadian Dollar).

      • (USD/CAD) – For the shared partial entity, the currency for the parent is USD, and the Shared entity currency is CAD.

    3. Enter the value for the Entity Currency, and then click Save.

      When you add data to one instance of a shared entity, all other instances are automatically updated. For the Parent Entity, the value displayed is translated to the appropriate currency.

  10. Click Save, and then Close.
  11. From Actions, select Consolidate to run the consolidation for the Primary Entity.

    Because the parent entities may be entered using different currencies, the amounts may differ as they reflect the translation of currencies. Intercompany eliminations may also be different.

  12. Click Save, and then Close.
  13. From the Home page, select Library, then Tax Administration, and then Data Status .
  14. Under Calculation Status, review the status for the selected entries.