Chart Logic rules for models with Flow dimension in Planning Business Modeler

When a financial model includes the Flow dimension, you can use the Chart Logic rules to calculate opening balance flow (OPE) and movement flow (MVT). The Chart Logic rules calculate specified Flow values for each account in the model, per time and per entity. For information about Flow dimension member properties, see About the Flow dimension.

PerformancePoint Planning Business Modeler generates Chart Logic rules automatically for a financial model. The following Chart Logic rules calculate the flow values in a financial model that includes the Flow dimension. Then, because the rules have SQL implementation, Planning Business Modeler creates a stored procedure for each rule.

The following topics show the Chart Logic stored procedures that act on Flow dimension members.

In this topic

Chart_CarryForward

Chart_GAP_Movement

Chart_Batch_GAP_Movement

Chart_CarryForward

The Chart Logic procedure Chart_CarryForward calculates the opening balance flow (OPE) for a selected period, and for a selected scenario, entity, and business process.

  • For the Periodic view of the TimeDataView dimension, OPE is the closing value (CLO) from the prior period, in the Entity currency.

  • In a YTD view, OPE is the value of the last period of the prior year for all periods of the year.

  • If the closing of the previous period has no value, cell values in the cube are NULL. However, in this situation, Planning Business Modeler uses an OPE value of zero for financial intelligence jobs such as shares calculation, consolidation, currency conversion, and intercompany reconciliation.

When this rule runs, Planning Business Modeler displays prompts that ask the user to supply values for scenario, entity, start and end time, and business process. For more information, see User-supplied parameter values required for Chart Logic rules.

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Chart_GAP_Movement

The Chart_GAP_Movement calculates the movement Flow member (MVT) for a selected period and for a selected scenario, entity, and business process. For more information about how this rule handles Flow values, see About flow calculations in Chart Logic rules.

In addition, this rule validates the user-input closing value against the sum of openings, additions, and disposals in the Flow dimension.

The Chart_GAP_Movement rule can be called from a user-defined job or from a predefined job such as a Currency Translation job, an Intercompany Reconciliation job, or a Consolidation job.

When this rule runs, Planning Business Modeler displays prompts that ask the user to supply values for scenario, entity, start and end time, and business process. For more information, see User-supplied parameter values required for Chart Logic rules.

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Chart_Batch_GAP_Movement

This rule calculates the movement Flow member (MVT) for all entities, periods, scenarios, and business processes. For more information about how this rule handles Flow values, see About flow calculations in Chart Logic rules.

In addition, this rule validates the user-input closing value against the sum of openings, additions, and disposals in the Flow dimension.

Users can run the Chart_Batch_GAP_Movement rule directly from Planning Business Modeler. This rule is never run automatically or as part of another process.

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