Consolidation procedures

Enable consolidation data processing

  1. To unlock the settings, click Locked.
  2. Select Consolidation and the desired fields.
  3. Click Save.

Generate a report on consolidation area variations

Operational database > Processes > select process > > Process setup (Data Processing Section) > Consolidation >

Navigation Panel > Processes & Workflows > Process > select process > > Process setup > (Data Processing section) > Consolidation

  1. Click Change in consolidation scope.
  2. In Consolidation scenario/period, enter the desired consolidation scenario/period.
  3. Select the scenario or scenario/period with which you want to compare and the view mode.
  4. Click Run: the requested report will be generated and downloaded in Excel format.

Configure the entities of a consolidation area

Application database > Processes tile > select process > > Process setup > (Data Processing section) Consolidation >

Application database > Navbar > Processes & Workflows > Process > select process > > Process setup (Data Processing Section) > Consolidation >

In Consolidation area, on the desired consolidation area row, click : the Define element to consolidate window will appear.

Set Equity pick-up requirements

Operational database > Processes > select process > > Process setup (Data Processing Section) > Consolidation > Advanced Consolidation > Equity pick-up

Navigation Panel > Processes & Workflows > Process > select process > > Process setup > (Data Processing section) > Consolidation

  1. Select the desired scenario/period.
  2. In Period length enter the chosen value and then do the following:
If you are using this method... Then...
progressive In Pick-up period length, enter the value equal to the number of the selected period.
periodic 1. In Pick-up period length, enter the period length, i.e. the number of periods between the period from which data processing should start and the last period in which the equity pick-up was calculated. 2. In Pick-up account period length, enter a value equal to the selected period.
3. To view the pick-up percentages of the selected scenario/period, click Pick-up percentages.
4. To override the pick-up percentages, click Override pick-up percentages.
5. Click Save.