Create a Modelling Set
Perform the following steps to create a Modelling Set definition:
- On the Modelling Set Summary Page, click the Add icon to open the
Modelling Set Window.
- Populate the Modelling Set form as tabulated:
Option Description Name Enter a name for the Modelling Set definition. This is a mandatory field.
Description Enter a description for the Modelling Set definition. Effective Start Date Click the Select Date. icon to select the effective start date. Effective End Date Click the Select Date. icon to select the effective end date. Effective End date must always be later than the Effective Start Date.
Legal Entity Hierarchy Select a Legal Entity Hierarchy from the drop-down list. This is a mandatory field.
Legal Entity Click the Select Hierarchy icon to select a Legal Entity. On clicking this icon, the Hierarchy Browser window appears.Use this window to select a Legal Entity. Organization Unit Hierarchy Select an Organization Unit Hierarchy from the drop-down list. This is a mandatory field.
Organization Unit Click the Select Hierarchy icon to select a Legal Entity. On clicking this icon, the Hierarchy Browser window appears. Use this window to select a Legal Entity. Select Dimension (Modelling Dimensions) Select a dimension from the drop-down list and then click the Add Icon. The selected Dimension is added to the list of Dimensions. For the hierarchy based dimension, select a hierarchy from the drop-down list. To delete a Dimension, hover over the desired Dimension and click the Delete icon. - Click Save.
The new Modelling Set appears in the list of Modelling Sets on the Modelling Set
Summary Page.