How do you consult the management of changing entity?

Question

Hi Experts,
I have a problem with BPC to satisify what the customer wants. It is how BPC handles entity changes including hieararchy and member. It also need to bring data behind of the entity code. So here is three types of entity change.
1. Merge Entities or Segments.
- Let say there are A and B entities or segments, they will be merged on the next period and the data behind of them should be distinguished and reported to user.
2. Change Entity or Segment.
- Let say there is AS1 segment, and the segment will be changed AP1 to represent their strategy change of product as of next fisical year. The customer wants to see AS1 if user refresh the structure of this year, and want to see AP1 if user refresh the structure of next year.
3. Divide Entity or Segment.
- Let say there is AB segment, the segment will be divided to two Segments which are AB1 and AB2 because there sales is too big and needs to manage by region. Therefore AB will be parent of AB1 and AB2. How we can treat all data of AB segment after segmenting segments.
These requirements is very common now a day and will be getting bigger and bigger. There are actaully some answers using DM and Multi-hiearachy, but actaully they cannot be a long term solution and needs many extra effort. What I really need to know is that how do you Experts consult the requirement with BPC?
Regards,
YH Seo

Answer 1

Hi YHSeo_KR,
1. Merge Entities or Segments.
- You can create another entities or segment, let's say AB and assign it as parent of A and B. With these you can get the merged values of the two at parent AB and still drill down to individual values of A and B.
2. Change Entity or Segment.
- If this is an Entity this would be easier since you can use the dynamic hierarchy to control this. Example, this year you can assign AS1 entity to its corresponding consolidation group and ownership data and then unassign it next year create the new Entity AP1 and assign it in the hierarchy. And using the new capability of BPC 7.5 NW you can report using dynamic hierarchy data so basically the hierarchy you define on the dynamic hierarchy on a particular period or time will be used in this new reporting option.
3. Divide Entity or Segment.
- Adding top members(PARENT or GROUPINGS) is not a problem but splitting members is not something that can be done automatically. For example, you have AB with value of 1000 and you need to split it as A=600 and B=400, then you need to re-enter or re-upload the values to A=600 and B=400. During design of the structure we strictly define what is the lowest level they want because as I said above its not as easy as adding a parent or grouping. Well you can use allocation functions in BPC to do this, it really depends on the requirements.
Thanks,
Marvin