Set up a Consolidation Model

Since SAP Business Planning and Consolidation directly consume Business Warehouse data, you must prepare InfoObjects (dimensions) and related attributes (properties) in BW to be used by the consolidation engine of SAP Business Planning and Consolidation.

BW back-end preparation includes the following tasks:
  1. Create the required InfoObjects. See Create InfoObjects and InfoProviders.
  2. Maintain the InfoObjects with required attributes. See Maintain InfoObject Attributes.
  3. Create required InfoProviders, such as DataStore Objects (advanced) and CompositeProviders and input relevant InfoObjects. See Create InfoObjects and InfoProviders.
  4. Create aggregation levels based on the InfoProviders. See Aggregation Level.

After that you can create a Consolidation model and define it in the SAP Business Planning and Consolidation web client, including adding InfoProviders with aggregation levels predefined in BW to the Consolidation model, mapping InfoObjects to corresponding Business Planning and Consolidation dimension types and mapping attributes of the InfoObjects to related Business Planning and Consolidation dimension properties. For detailed settings, refer to Create or Modify a Consolidation Model.

Upon successfully creating the Consolidation model, you can select one or more of the following consolidation business rules that need to be implemented:
  • Currency Conversion

    Conversion of local currency data to the desired reporting currencies

  • Account-based Calculations

    To calculate and store amounts that are required for purposes of account-based calculations

  • Carry Forward

    Initialization of beginning balances when a new fiscal cycle starts

  • Intercompany Booking

    Matching intercompany transactions

  • Eliminations and Adjustments

    Generation of all consolidation entries for the desired groups of entities. For example, eliminations, adjustments, reclassifications, and minority calculations.

Consolidation business rules allow the automated processing of data to render a consolidated set of financial statements. This is commonly thought of as eliminations of investments in subsidiaries, adjustments of minority interest, reclassifications, and any other postings depending on the nature of the consolidation methodologies required.