Model Management

Creating New Models

To create a model, go to Administration and under the Modeling section, choose Models. On the screen that appears, choose New.

When you create a model in the Planning and Consolidation Administration screen, you provide a name and description, select the type of model and its options and settings, indicate whether you want to start from a blank model or an existing model, and select the dimensions to include in the model.

The setting Non Interco Member in Ownership is used to indicate a non-intercompany member within the ownership model.

The setting Parent/child property used for hierarchy of Groups is used with dynamic hierarchy statutory applications when defining fixed hierarchies. The value must match the value in the ParentProperty property value of entities in the statutory application's supporting ownership application.

During the model creation process, items such as model publications, private publications, Documents view, reports, team tasks, and Data Manager packages may be copied from a source model. You can use the Use as Source of Data for External Applications checkbox to make data within the model available for evaluation through Process Control.

Once a model has been created, you can view features of Business Planning and Consolidation that are being used for the model, including whether work status, data auditing, and journal template are on or off. You can also enable comments and use the model as a source of data for external applications.

Copying Models

You can copy an existing model as a quick way of creating a new model. The system copies the dimensions, data, and templates from the source model to the new model. You can modify the model later. When you copy a model in the Planning and Consolidation Administration screen, you select a source model, then provide a name and a description of the new model.

Adding Business Rules to Models

You can add business rules to a model in the Business Rules domain of the Administration screen. You activate the rule types you need for the model, if not already activated, and then add the new business rules of each type to the model. For more information, see Business Rules Management.

Setting up Consolidation Models

In order for a legal consolidation model to function properly, it must contain the four required ENTITY, CATEGORY, TIME, and ACCOUNT dimensions (but can be named as desired). The remaining dimensions have the following rules:

• The CURRENCY/ GROUP dimension is required for the consolidation and/or currency business rules

• The INTCO dimension used for matching intercompany activity

• The DATASRC dimension is required for elimination and/or consolidation business rules

• The SUBTABLE (flow) dimension is optional, and based on your requirements

For detailed information, refer to Create or Modify the Model.

Setting up Drill-through

You can set up drill-throughs to view the source data that make up the content of a selected cell in an Excel report. For more information, see Drill-Through Setup.

Optimizing Model

When you create new environments and models, only a small amount of data exists. Since the amount of data you maintain grows over time, we recommend you periodically run the optimize function to improve performance. See the “Business Planning and Consolidation Administrator’s Guide” available on the SAP Help Portal for instructions.

YTD Storage Models

Since most general ledger and other source systems store balances on a periodic basis, default data storage for models is based on periodic time intervals. With this method, all calculations are on periodic balances. The balances are then accumulated for year-to-date reporting. In some business cases, calculations should occur on a year-to-date basis, like in a model with foreign currency translation. If a year-to-date basis is required, you can set your reporting models when you create them to store data on a year-to-date basis, so they accept data entry in the YTD format. When data is entered into YTD, its periodic values, used for reporting purposes, are derived by calculating the difference between the current period and the last period, as in the following example.

You create a YTD storage model by specifying YTD - Year To Date for the data entry mode when defining the type of model you are creating.

Setting up Work Status Settings for Models

Managing work status involves specifying who can make changes to your data and who can change the work state on a data set. You create work states to reflect the status of data as it moves through your business processes. See Work Status Setup.

Deleting Models

Administrators can delete models when necessary.