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EPM_22's avatar
EPM_22
New Contributor III
9 months ago
Solved

Consolidation percentages bulk load

Hi.  I have a lot of changes to consolidation percentages (example : the consolidation % changed in 2024M9 to 60%) to various entities with a time stamp (i.e. history already has default was 100%, th...
Consolidation
  • Russell's avatar
    Russell
    9 months ago

    You would have to do it in the XML lines like this. Or you would have to do it through a business rule.

    <relationships>
      <relationship parent="Parent_1" child="Child_1">
           <properties>
                 <property name="ParentSortOrder" value="0" />
                 <property name="PercentConsolidation" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="80.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="60.00" />
                 <property name="PercentOwnership" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="OwnershipType" scenarioType="" time="" revertToDefaultScenarioType="false" value="FullConsolidation" />
                 <property name="Text1" scenarioType="" time="" revertToDefaultScenarioType="false" value="" />
          </properties>
     </relationship>
 </relationships>

     

Russell's avatar
Russell
New Contributor III
9 months ago

You would have to do it in the XML lines like this. Or you would have to do it through a business rule.

<relationships>
      <relationship parent="Parent_1" child="Child_1">
           <properties>
                 <property name="ParentSortOrder" value="0" />
                 <property name="PercentConsolidation" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="80.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="60.00" />
                 <property name="PercentOwnership" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="OwnershipType" scenarioType="" time="" revertToDefaultScenarioType="false" value="FullConsolidation" />
                 <property name="Text1" scenarioType="" time="" revertToDefaultScenarioType="false" value="" />
          </properties>
     </relationship>
 </relationships>