Consolidation Group Mapping
In AnterraBI™, consolidation groups can represent organizations, entities, divisions, regions, departments, etc. You may group as many of these different organizations together and/or separately as necessary for reporting and analyzation purposes.
Consolidation Groups are accessed from the Admin menu; navigate to "Consolidation Groups" and "Consolidation Group Mapping".
The top Consolidation group will appear on the left side of the screen. You may select the Drop-down arrow to the left of the top consolidation to expand to the next level.
You may also select the "Expand All" button to see all levels of the consolidations.
Expanded Version below:
The amount of "Unmapped" organizations and the amount of organizations that are not in the top consolidation group is displayed in the upper left-hand side of the screen.
"Unmapped to Default" displays consolidations that are not mapped (grouped) to the main or default consolidation group.
"Excluded" displays consolidations that have specifically been excluded so as not to display as "Unmapped".
Consolidations may be "Excluded" by checking the box in the "Unmapped" Consolidations view.
"Show All" displays all consolidation groups contained within AnterraBI™.
To map a consolidation, select the consolidation on the right side of the screen, and drag it to the correct location on the left.
Consolidation now mapped is shown below
Related Articles
Add Company Logo(s) to Consolidation Groups in AnterraBI
Consolidation Groups In AnterraBI, you may now add company logo(s) based on the consolidation group. Consolidation Groups can represent organizations, entities, divisions, regions, departments, etc. You may group as many of these different ...Update Consolidation Groups in Anterra after creation/editing
MENU ITEM: Admin > Consolidation Groups > Consolidation Group Mapping Overview / Tutorial Video Updating Consolidation Groups After Creation You can now update your consolidation group drop downs after editing / creating them. After you have ...Anterra Version v26.5 Release Notes (April 2021)
Collapsing Consolidation Groups We’ve had collapsing consolidation groups in Pivot Grids for a while. We’ve expanded this feature into Anterra Statement Builder financial statements and Dashboards. Collapsing Consolidation Groups in Statements ...Anterra Account Mapping Overview
Anterra account mapping Overview of account mapping You can organize (or map) the charts of accounts into a hierarchy that can be used to create customized financial reports, widgets, and dashboards for your organization. Rules for mapping accounts ...General FAQ
1. Can security be set up to limit access to Consolidation Groups? Yes, please contact Anterra Tech to limit users access to just certain Consolidation Groups. 2. How can users get support? Please see Support Contact Information. 3. ...