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EPM_22
September 10, 2025
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Consolidation percentages bulk load

  • September 10, 2025
  • 1 reply
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Hi.  I have a lot of changes to consolidation percentages (example : the consolidation % changed in 2024M9 to 60%) to various entities with a time stamp (i.e. history already has default was 100%, then 2023M1 it changed to 80%).  However,  I cannot just slot the changes into an xml file and load it otherwise it will wipe out the history of the consolidation percentages for those entities and the only info remaining will be the latest  change loaded (2024M9 at 60%).  Is there a better way to do it than to extract all the ownership information and manually add a new line per entity in the xml extract. 

Best answer by Russell

You would have to do it in the XML lines like this. Or you would have to do it through a business rule.

<relationships>
      <relationship parent="Parent_1" child="Child_1">
           <properties>
                 <property name="ParentSortOrder" value="0" />
                 <property name="PercentConsolidation" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="80.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="60.00" />
                 <property name="PercentOwnership" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="OwnershipType" scenarioType="" time="" revertToDefaultScenarioType="false" value="FullConsolidation" />
                 <property name="Text1" scenarioType="" time="" revertToDefaultScenarioType="false" value="" />
          </properties>
     </relationship>
 </relationships>

 

1 reply

R
RussellAnswer
September 10, 2025

You would have to do it in the XML lines like this. Or you would have to do it through a business rule.

<relationships>
      <relationship parent="Parent_1" child="Child_1">
           <properties>
                 <property name="ParentSortOrder" value="0" />
                 <property name="PercentConsolidation" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="80.00" />
                 <property name="PercentConsolidation" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="60.00" />
                 <property name="PercentOwnership" scenarioType="" time="" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2023M1" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="PercentOwnership" scenarioType="Actual" time="2024M9" revertToDefaultScenarioType="false" value="100.00" />
                 <property name="OwnershipType" scenarioType="" time="" revertToDefaultScenarioType="false" value="FullConsolidation" />
                 <property name="Text1" scenarioType="" time="" revertToDefaultScenarioType="false" value="" />
          </properties>
     </relationship>
 </relationships>

 

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