Planning and Consolidation Models

The following table describes the different types of models and lists the InfoProviders available for each.

Type of Model	Description	InfoProviders
Consolidation	Consolidation models are used to carry out both management and legal consolidation. You can define business rules for consolidation models.	CONSOLIDATION InfoProvider (mandatory) This is the main InfoProvider containing all financial data. All consolidation postings such as eliminations and minority interest calculations are posted in this InfoProvider. OWNERSHIP InfoProvider (mandatory) This manages the organizational structure and ownership percentages by defining ownership details such as the consolidation scope, method, and percentage of shares owned by the holding company or groups. RATE InfoProvider (optional) This stores all currency exchange rates for the different rate types. Currency conversion applies to consolidation models to which a corresponding RATE InfoProvider has been referenced. SOURCE InfoProvider (optional) This can be used as source data if you have a non-planning InfoProvider that contains the source data for consolidation. If you refer to this InfoProvider, you must make sure it contains the same dimensions (InfoObjects) as defined in the Consolidation InfoProvider. For detailed information about the required InfoObjects and attributes of these InfoProviders, refer to Create InfoObjects and InfoProviders and Maintain InfoObject Attributes
Planning	Planning models are used for reporting and planning.	No specific InfoProviders are required for a planning model.

Type of Model

Description

InfoProviders

Consolidation

Consolidation models are used to carry out both management and legal consolidation. You can define business rules for consolidation models.

CONSOLIDATION InfoProvider (mandatory)

This is the main InfoProvider containing all financial data. All consolidation postings such as eliminations and minority interest calculations are posted in this InfoProvider.
OWNERSHIP InfoProvider (mandatory)

This manages the organizational structure and ownership percentages by defining ownership details such as the consolidation scope, method, and percentage of shares owned by the holding company or groups.
RATE InfoProvider (optional)

This stores all currency exchange rates for the different rate types. Currency conversion applies to consolidation models to which a corresponding RATE InfoProvider has been referenced.
SOURCE InfoProvider (optional)

This can be used as source data if you have a non-planning InfoProvider that contains the source data for consolidation. If you refer to this InfoProvider, you must make sure it contains the same dimensions (InfoObjects) as defined in the Consolidation InfoProvider.

For detailed information about the required InfoObjects and attributes of these InfoProviders, refer to Create InfoObjects and InfoProviders and Maintain InfoObject Attributes

Planning

Planning models are used for reporting and planning.

No specific InfoProviders are required for a planning model.