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Adaptive Planning
Last Updated: 2023-06-23
Enter Ownership Percentages

Enter Ownership Percentages

Audience: Admins who manage models with consolidation.
In the Consolidation Percentages sheet, define the percent of ownership a level has over another. The sheet has all the levels in your model listed down the rows. In the sheet's settings, specify the percent of ownership that triggers each consolidation method.

Prerequisites

  • Your model must have the consolidation capability. Contact us for more information.
  • Security:
    Model
     and
    Consolidation
     permissions.
  • Organize your levels so that subsidiaries roll up to parent companies.

Navigation

From the nav menu, click
Modeling
. Then, from the
Others
 menu, click
Consolidation Percentages
 to open the sheet.

Enter Percentages in Basic Hierarchy

For each of the child levels, enter the percent that is owned by the immediate parent level. Enter 100% or leave the cells blank for any level that's owned 100% by its parent.
For example, Total Company owns 55% of Company B. Enter 55% in the cells of Company B's row.
Enter the percent in the subsidiary row.

Enter Percentages in Complex Hierarchies

When a subsidiary row is read-only, like both Company A and C in the preceding image, it has child levels. These levels could be subsidiaries or internal departments.
To enter Total Company's ownership of Company A and C, enter the percentages in the (Only) rows.
  1. Click the plus sign next to levels to expand until you cannot expand anymore.
  2. Find the (Only) rows of the parent levels. Every level that has child levels has an (Only) row. Only Rows in Consolidation Percentages Sheet.
  3. Enter the percent in the (Only) row. For example, if Total Company owns 80% of Company A, enter 80% in the cells of the Company A (Only) row.
  4. Save the sheet.

Initial Balance Column

The sheet includes a column for initial balances in your instance.
  1. Click
    the gear icon from the toolbar to view the triggers for each method.
  2. Enter percentages in the Initial Balance column:
    • If you don't want the initial balances to roll up, enter a percent that triggers No Consolidation.
    • If you want the initial balance to roll up in proportion to ownership, enter a percent within the range for Proportional.
    • If you want the entire balance to roll up, enter a percent that triggers Full Consolidation.
  3. Save the sheet.

Time and Level Rollups

Rollup cells, any blue cell on the sheet, represent totals or averages of time and levels. The rollup cells on the Consolidation Percentages sheet are different.
Level Rollups
The values you enter in the sheet don't rollup to the parent levels. For example, you can enter 100% in each child level of Company A. Then enter 80% in the Company A (Only) row. When you collapse Company A, you'll see 80%, not a rollup value.
Time Rollups
Time rollups, such as quarters or years, display the same value as the last contributing row. Time rollups in this sheet don't add valuable information.
To hide the time rollups, click
Display Options
from the toolbar. From the Column Display Options, uncheck all the time periods except the smallest. This is generally months for most models, depending on your model's calendar.