EnvironmentShell Sample Environment
You can use the EnvironmentShell sample environment to create your own environments.
Use
EnvironmentShell needs to be populated with publications and reports to become a fully functional environment. The EnvironmentShell sample environment does not contain any data except Time dimension information, and has only a limited amount of master data in the form of dimension members. The dimension master data is limited to default members in most dimensions so the environment works when an administrative task is run.
When you install a new version of Business Planning and Consolidation, the EnvironmentShell sample environment and its components are overwritten.
Features
The EnvironmentShell environment contains the following components needed to build a functioning environment:
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Four sample models - Planning, Rate, Consolidation, and Ownership - that contain most of the functionality you need to start building your own environment.
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The Planning model is a multi-currency financial model. It is designed, by default, to accommodate currency translation.
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The Rate model, which stores the currency rates, is assigned to the Planning model as a supporting model. The combination of the two models allows for the calculation of currency conversions.
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The Consolidation model contains consolidation information, such as percent ownership, percent control, percent consolidation, and the consolidation method to child members.
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The Ownership model is a supporting model for a consolidation reporting model. It stores information such as the consolidation methods, ownership percentages, and group roll up information used for legal consolidation.
If you need to build more complex environments, for example, for legal reporting, you can build an environment using the components included within EnvironmentShell.
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A set of dynamic report and input schedule templates
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Data Manager packages
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Blank documents in the Documents view and reports in the Library view
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Required administration setup parameters
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All required dimensions with the properties needed to create a basic planning and consolidation environment
Dimensions in the EnvironmentShell sample environment
Unified dimensions for Business Planning and Consolidation models
|
Dimensions |
Models |
|||||
|---|---|---|---|---|---|---|
|
Type ID |
Dimension ID |
Dimension Description |
Planning |
Consolidation |
Rates |
Ownership |
|
C |
CATEGORY |
Category |
X |
X |
X |
X |
|
T |
TIME |
Time |
X |
X |
X |
X |
|
E |
ENTITY |
Entity |
X |
X |
X |
|
|
A |
ACCOUNT |
Account |
X |
X |
||
|
D |
AUDITTRAIL |
Audit Trail |
X |
X |
||
|
R |
RPTCURRENCY |
Reporting Currency |
X |
X |
||
|
I |
INTERCO |
Intercompany Partner |
X |
X |
X |
Dimensions specific to Consolidation
|
Dimensions |
Models |
|||||
|---|---|---|---|---|---|---|
|
Type ID |
Dimension ID |
Dimension Description |
Planning |
Consolidation |
Rates |
Ownership |
|
G |
SCOPE |
Scope |
X |
X |
||
|
S |
FLOW |
Flow |
X |
Dimension specific to Planning
|
Dimensions |
Models |
|||||
|---|---|---|---|---|---|---|
|
Type ID |
Dimension ID |
Dimension Description |
Planning |
Consolidation |
Rates |
Ownership |
|
U |
PRODUCT |
Product |
X |
Dimensions specific to the Rates model
|
Dimensions |
Models |
|||||
|---|---|---|---|---|---|---|
|
Type ID |
Dimension ID |
Dimension Description |
Planning |
Consolidation |
Rates |
Ownership |
|
A |
R_ACCOUNT |
Rate Account |
X |
|||
|
E |
R_ENTITY |
Rate Entity |
X |
|||
|
R |
INPUTCURRENCY |
Input Currency |
X |
Dimension specific to the Ownership model
|
Dimensions |
Models |
|||||
|---|---|---|---|---|---|---|
|
Type |
ID |
Description |
Planning |
Consolidation |
Rates |
Ownership |
|
A |
O_ACCOUNT |
Ownership Account |
X |