About the Entity dimension in Planning Business Modeler

Models use the Entity dimension to maintain a list of business entities for a financial model.

In this topic

Dimension member properties

User modifications in the Entity dimension

Dimension member properties

The following table describes the predefined member properties for the Entity dimension.

Name

Description

Currency

An updatable property of selectable currency types that are used for reporting, such as "USD", "EURO", and "CAD". The selectable values reflect the members in the Currency dimension.

For more information, see About the Currency dimension.

EntityTypeMemberID

An updatable property of selectable types that determines how an entity is processed during consolidation.

Note:  When using this property in a business rule calculation, you must explicitly reference the property as EntityTypeMemberID. Do not use a substitute such as "Entity type".

Entity types must be one of the following:

  • Corporate

  • Legal

  • Management

  • None

    Note: The consolidation process requires entities of type Legal or Management.

Intercompany

A Boolean value that indicates whether a copy of the entity will be created in the Intercompany dimension. The following table shows how the Intercompany value is determined by the value of EntityTypeMemberID.

EntityTypeMemberID

Intercompany value

Corporate

False

Legal

True

Management

True

None

True

For more information, see About the Intercompany dimension.

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User modifications in the Entity dimension

You can add a new dimension member to the Entity dimension, or modify existing members. In addition to new dimension members, you can also add or modify member sets, member views, and member properties.

The following table describes the ways that you can modify objects in the Entity dimension.

User-defined object

Create

Update

Delete

Dimension members

Yes

Yes

Yes

Member sets

Yes

Yes

Yes

Member views

Yes

Yes

Yes

Member properties

Yes

Yes

No

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