Best way to differentiate entities in BPC?

[Former Member]

Hello,

What is the best way to separate or identify newly acquired entities from the rest of an entity hierarchy? I would like to differentiate new entities for the first 12 months of their existence from the rest of the entities but still have the new entities show under the total node. I am struggling to find an easy way to transition an entity out of the acquisition phase of 12 months to being recognized as an established entity with the rest of the existing entities under total.

Moreover, when we report YTD we want to just see data for the transitioning entity as of the 1st month being established and no longer being recognized as a newly acquired entity. For example, if our fiscal year begins in April and we began reporting the newly acquired entity in October prior year, we would only want to see YTD numbers as of October current year. Given the example, we would have to back out 6 months of information for the rest of the fiscal year to get the YTD number as of October going forward. This would not be an issue if we only had to deal with one acquisition at a time but we have multiple acquisitions in that first 12 months that happened at different times through the year. So we are looking for the best way to be able to pull those entities in the acquisition phase out of the system so we can show our business totals minus the acquisitions.

I greatly appreciate any thoughts!

JH

[gcybill]

Dear Jesse,

You can try using Time-dependent hierarchy (TDH) feature and apply at Entity/Company Code dimension.

Create a separate node/group to indicate between "Organic" and "Recently Acquired" and maintain the TDH validity interval.

For reference on TDH:

https://help.sap.com/viewer/0ecf5244825c4742a7b062a89d11c2ac/7.5.13/en-US/801a6702e07211d2acb80000e8...

Since you are in BPC Embedded, you can also employ "key date derivation type" functionality to drive Entity TDH based on Fiscal Period.

[Former Member]

Hello,

10.1 NW Embedded.

When reporting consolidated figures, the business wants to display acquisitions next to the total consolidated figures. We constitute acquisition entities as being within the first 12 months of existence with our company, once the acquisition entity has been with us for 12 months, it becomes what we call an "Organic" entity that we want to no longer have to display in an acquisitions column next to total. Currently, we are using the EPMRetrieveData function to display a total of all acquisition entities. When the acquisition entity becomes "organic", we can't just remove that entity from the EPMRetrievedata formula because the business will still want to include that entity's YTD numbers in the acquisitions column up until it became "Organic". So with a fiscal year beginning in April and an acquisition entity becoming organic in October, we want to pull that entities April to September's data in the Acquisitions column along with the other entities in Acquisitions.

Is there a way we can separate these acquisition entities, including the 6 months of inorganic activity of the acquisition entity becoming organic, in a report without having to manually back out that converting entities Organic activity? Or is there a hierarchy change that could be made to make this easier to pull? I hope this clarifies.

Thanks,

JH

[former_member186338]

Sorry, but not clear! Please provide info about your BPC - version, SP, Embedded/Standard!