Custom Concatenated Members
With this release we enable you to create custom level and account concatenations within a financial planning configuration manager.
Business Benefits
This reduces implementation time and enables creating planning-only concatenations, without requiring actuals activity.
Changes
We add a new optional Concatenations page after the Accounts page in the financial planning configuration manager.
The Concatenations page contains sections for creating:
- Level Concatenations with values selected from the Level Dimensions defined on the Levels page.
- Account Concatenations with values selected from Ledger Account, Revenue Category, and Spend Category.
Within both, you can select a:
- Primary concatenation.
- Secondary concatenation.
- Tertiary concatenation.
When you delete concatenations in the planning configuration manager, they don’t automatically delete from Adaptive Planning. Delete the concatenated levels or accounts from Adaptive Planning, separately.
Changed or deleted concatenations don’t display in the Preview Data page.
What Do I Need to Do?
If you want to use custom concatenations, access the Manage Financial Planning configuration manager and complete the Concatenations page.
Concatenation options come from the level dimensions in the Levels page.
For example, if Company and Cost Center are concatenated, then you can select from Company and Cost Center for the concatenations.
If you selected a third level dimension in the Levels page, populate all three concatenations for the level.
What Happens if I Do Nothing?
If you don’t complete the Concatenations page, your planning configuration manager functions as it did, previously.