Examples: Customized consolidation rule templates in Planning Business Modeler

Before you begin to modify a Consolidation Rule template, gather the information that you will need. The following list identifies important information that you should have at hand:

  • Identify the accounts that you want to work with. For each account, determine the PerformancePoint Planning Business Modeler Account type for the account.

    The rules that are defined by the Consolidation Rule templates apply different adjustments for different account types. To determine whether the adjustments that are coded in the template are appropriate for your business scenario, you must know the account type for your accounts.

    For more information, see the topic About the Account dimension.

  • For each account, identify the related accounts that you want to use for posting elimination values and adjustments.

    The rules that are defined by the templates contain placeholders that represent the adjustment and elimination accounts. To complete a template, you must substitute actual account numbers for the placeholders.

    Placeholders appear in the templates as replacement strings that are enclosed by double arrows, such as:

<<[Account].[All Members].[Minority Interest Income]>>

For information about how to substitute a value for a replacement string, see the topic Filling a placeholder in a rule template.

The following list contains links to examples that show how to modify one of the Consolidation Rule templates.

For more information

Examples: ICE for profit and loss template

Examples: ICE for equity template

Examples: ICE for investments template

Examples: ICE for balance sheet template

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