Technical Challenges while merging two BPC models

[vsb1]

Hi Friends,

My client want to merge two BPC model in order to create one model with ‘Single source of truth’. The two model we have are 1)Consolidation 2)Budget. The data entry mode for both the model is ‘Periodic’. To merge we just need to move ‘Cost Center’ dimension from Budget to Consolidation model.

I want to know what are the technical challenges I need to keep in mind while merging the two model.

We are on BPC 10.1 NW

Thanks,

Rahul

[former_member399404]

Hi Vadim,

Agreed that it might be incorrect with First member of the dimension, when added as new dimension. But, this will just be for consolidation data (Actual - category). They would not report based on cc (typically.. not a good idea to do in the current FY). Since, the transaction data from budget is brought through BW data load, it brings in right data set of Budget (different category) into Consolidation Model and doesn't require reassigning CC's. This is a suggestion. It requires testing to understand the data validation pain points.

Thank you

Regards,

Harsha

[former_member186338]

If they don't want to report Consolidation by CC then all Consolidation data has to be moved to dedicated member CC_NONE - not to the first member of CC dimension.

[former_member399404]

Hi Rahul,

You need to create a new dimension in Consolidation model (Cost Center). This will align your transaction data in the consolidation model by the first member of the cost center dimension.

Then copy the script logic and member formula related to budget model into Consolidation model. Ensure that you adjust your scripts/formula by relevant scoping and logic changes in script logic (Ex: Audit/Flow), if they had different data models (though common dimensionality)

Customize the Data Manager in Cons as in Budget Model

Design your Budgeting process templates in the consolidation model

Align the work status if Cost center is required for locking

Fill the gaps in security by adding/modifying/creating DAP/teams/TP

From transaction/master data perspective, update the underlying transformation routines (Budget model - mapping to Cons model) and include cost center in transformation files/conversion files with required logic

Copy reports/input schedules (offline reports and upload) into Cons Model

I believe, they are on unlike categories, so doesn't require any validation of data w.r.to Models.

To bring the data from Budget Model to Cons, do transformation and DTP from Bud to Cons, flip the Cons real time provider to load the data (Cut over - Historical data).

Testing:

Build a recon report for Cons based budget data and Budget Model. After successful merging, retire Budget model

--- The transaction data for cons includes First member value of CC and in the following period trans data has cc, this might cause reconciliation issues in the reports, if the context is not set at right level (Adjustments in the following period/year is based on line items/records that include CC member value in it)

The same can be done in Vice versa (Copy cons to Budget - but would require additional functional testing)

Hope this might help to answer your question!

Regards,

Harsha

[former_member186338]

"You need to create a new dimension in Consolidation model (Cost Center). This will align your transaction data in the consolidation model by the first member of the cost center dimension." - bad idea! First member will be incorrect 🙂 Additional step is required to move data to correct CC (or CC's).

[former_member186338]

Looks like you don't understand me!

1. First copy consolidation model data to Budget model with fixed Cost Center.

2. Delete Consolidation model

3. Copy Budget model to new model with the name Consolidation.

4. Delete Budget model

All data will be in the new Consolidation model.

For sure you will have to correct all transformation file, report, input template etc

P.S. Try to do something yourself in the test system (test environment - copy of production)!

[former_member186338]

Simply copy data from Consolidation model to Budget model with script logic using statement *DESTINATION_APP. For cost center dimension use fixed member ID like CC_NONE. Then you will have all data in Budget model. Then you can copy Budget model to the model with required name.

[vsb1]

Vadim, we are not creating a new model out of Consolidation and Budget. We want to merge Budget model in Consolidation by add Cost Center dimension to Consolidation model. I want to know the challenges that I will face for example

1- How will I tie the historical data for month end closing, after the Cost Center has been added to Consolidation model

2- Update all transformation file, report, input template etc

So I want to know what additional challenges I will face by adding Cost Center dimension to Consolidation model.

[damovand]

Hello,

If the two models share all the dimensions, except for one, then the only thing that occurs to me is the script logic and work status that will have to be implemented for the combined model.

Best Regards,

Leila La