Partner Entity Dimension

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Elements in the Partner Entity dimension represent business relationships to other companies within the group. All internal partner entities should aggregate to the consolidated element Total Group. The elements may be structured by a hierarchy of intermediate levels or be directly assigned to Total Group.

In addition to the company elements, there are two elements with a special meaning:

  • ~ (Not Applicable): data that is not broken down by a partner entity is stored on this element. This type of element is sometimes also referred to as a “dummy element”. This element is also used for business relationships with external partners.
  • Unassigned: this is a bucket that should be empty most of the time. It may refer to partner entities that are missing when data is imported from a source system yet are in the partner entity dimension. During the data load the missing elements are created on the fly under the parent Unassigned. When the dimension is later updated, the new elements will be relocated to their correct parent.

The elements Total Group, ~, and Unassigned should not be deleted. Otherwise, the reports using these elements would be broken.

The partner entity elements can be configured through their attributes:

Attribute

Description

Name

Readable name of the partner entity, visible in the report. Localized translations can be provided. There is no hard-coded behavior implemented upon this name. (string)

ID_Name

Combination of the element name, a dash (“ – “), and the localized name attribute. (calculated, string)

Country

Country of the partner entity. Valid values are two-letter codes defined by ISO 3166, e.g. US for United States of America. (string)

On aggregated levels where all descendants have one common country, this country code should also be assigned to the aggregated element. For aggregations of partner entities in mixed countries, this attribute must be empty.

Currency

Currency of the partner entity. Valid elements are three-letter codes defined by ISO 4217, e.g. USD for US dollar. (string)

On aggregated levels where all descendants have one common currency, this currency code should also be assigned to the aggregated element. For aggregations of partner entities using mixed currencies, this attribute must be empty,

 

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