09-11-2023 05:26 PM
Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?
We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.
The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?
Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.
Solved! Go to Solution.
09-12-2023 01:03 PM
The recommended approach here would be to rename the entity in the old segment relationship to be a historical member and then create the entity in the new segment with the current name. Since the Entity is rolling to the Tot_Org from two different sub-cubes the org-by-period functionality cannot be applied. For this functionality to work with the appropriate multiple relationships and consolidation percent settings, the entity needs to reside in the same cube. From there the entity could have relationships to different parent cubes. So an option would be to have a 3 tiered cube structure, where the base entity would be connected to a higher level segment cube with varying time/consolidation properties.
09-12-2023 09:59 AM - edited 09-12-2023 09:59 AM
Are you typing out the parent name? That error message seems to have a space after "_", which would break the lookup. Try selecting members from the ellipses menu instead.
09-12-2023 10:38 AM
Hi Jack,
I copy an entity and then use 'Paste Relationship (Add)' to the desired location. There's no chance for a typo.
The space in the error message is because I'm replacing the actual entity name in the screenshot.
09-12-2023 10:56 AM - edited 09-12-2023 10:58 AM
Ok, I see what's happening: you're copying and pasting across a dimension that is composed of various dimensions, and your source and target dimensions are different. Yeah, you cannot do that.
What you can do, however, is:
You'll have to pay attention to not creating circular dependencies though. If you plan to continue using the same cubes where you already have data, data for the child member will still be stored in the same child cube.
09-12-2023 11:09 AM
Thank you! That worked. I now have the entity in the desired place.
09-12-2023 11:22 AM
Now, when the entity is in the desired place, I can update its relationship properties in both hierarchies. Also, the consolidation view should be switched to Periodic. What consequences should I anticipate after changing the Consolidation View for the Scenario from YTD to Periodic in the application with existing data?
09-12-2023 12:13 PM
That's above my paygrade 😅 I would say take backups and test in your development environment. Changing the consolidation view will very likely impact a lot of rules though, assuming a moderately complex application.
09-12-2023 12:21 PM
Thank you, Jack! I'll test and share the results here.
09-12-2023 12:49 PM - edited 09-12-2023 12:51 PM
09-12-2023 01:03 PM
The recommended approach here would be to rename the entity in the old segment relationship to be a historical member and then create the entity in the new segment with the current name. Since the Entity is rolling to the Tot_Org from two different sub-cubes the org-by-period functionality cannot be applied. For this functionality to work with the appropriate multiple relationships and consolidation percent settings, the entity needs to reside in the same cube. From there the entity could have relationships to different parent cubes. So an option would be to have a 3 tiered cube structure, where the base entity would be connected to a higher level segment cube with varying time/consolidation properties.
09-12-2023 02:39 PM
Ryan, many thanks for your help on this.