XPADPROCESSLEVEL Process Levels

The XPADPROCESSLEVEL dimension provides a structured way to represent levels and hierarchies for Fiscal Calendars in Business Modeling.

The XPADPROCESSLEVEL dimension can include a a default hierarchy and additional 22 alternate hierarchies each corresponding to different Fiscal Calendar start months and year types (same year or previous year). The available hierarchies depend on which fiscal calendars are enabled in Business Modeling by setting entity properties or defining a group Calendar.

The Subtotal and Total elements are shared across the Fiscal Calendars, same as the base Import level, where periodically transactions are stored. In contrast, different Opening Balance and additional Fiscal Period elements are included to separate data for each fiscal calendar, as they differ by starting periods.

Default hierarchy

  • Name: XPADPROCESSLEVEL
  • Caption: Levels
  • Hierarchy Caption: Levels for Regular Calendar
  • Attributes: Name, translations

Built-in elements

Element ID Parent ID Name
TOTAL_LEVEL - Total Level
TOTAL_OB TOTAL_LEVEL Total Opening Balance
IMPORT_OB TOTAL_OB Import OB
TOTAL_MOVEMENT TOTAL_LEVEL Total Movements
IMPORT TOTAL_MOVEMENT Import
IMPORT_P13 TOTAL_MOVEMENT Import / Period 13
IMPORT_P14 TOTAL_MOVEMENT Import / Period 14
IMPORT_P15 TOTAL_MOVEMENT Import / Period 15
IMPORT_P16 TOTAL_MOVEMENT Import / Period 16
N.A. TOTAL_LEVEL Unassigned

Default element

TOTAL_LEVEL

Alternate hierarchies

  • 22 hierarchies represent level structures for all possible fiscal calendars.
  • Hierarchy names follow the format:
    • PY02, PY03, ..., PY12 (Previous Year, starting in Feb–Dec)
    • SY02, SY03, ..., SY12 (Same Year, starting in Feb–Dec)

Structure example

Element Parent Caption
TOTAL_LEVEL __ Total Level FY (<start month> - <end month>) <Year>
TOTAL_OB TOTAL_LEVEL Total Opening Balance
IMPORT_OB_FY_<mm>_<S/P>Y TOTAL_OB Import OB
TOTAL_MOVEMENT TOTAL_LEVEL Total Movements
IMPORT TOTAL_MOVEMENT Import
IMPORT_P13_FY_<mm>_<S/P>Y TOTAL_MOVEMENT Import / Period 13
IMPORT_P14_FY_<mm>_<S/P>Y TOTAL_MOVEMENT Import / Period 14
IMPORT_P15_FY_<mm>_<S/P>Y TOTAL_MOVEMENT Import / Period 15
IMPORT_P16_FY_<mm>_<S/P>Y TOTAL_MOVEMENT Import / Period 16
N.A. TOTAL_LEVEL Unassigned

Example for corresponding XPADPROCESSLEVEL hierarchy for a Fiscal Calendar starting February previous year:

TOTAL_LEVEL
TOTAL_OB
IMPORT_OB_FY_02_PY
TOTAL_MOVEMENT
IMPORT
IMPORT_P13_FY_02_PY
IMPORT_P14_FY_02_PY
IMPORT_P15_FY_02_PY
IMPORT_P16_FY_02_PY
N.A.

How to use the hierarchies

  1. Identify your organization’s fiscal calendar start month and year type (same year or previous year) and assign it either to the entity or even set it up as Group Calendar for all entities in Business Modeling.
  2. Select the corresponding hierarchy, for example, SY03 for Same Year starting in March.
  3. Either use the predefined Enterprise_Perspective with Group Calendar or define Entity specific Perspective by using the correct calendar hierarchy as default setting in Perspective.
  4. By publishing the perspective, the same hierarchy as in XPADTIME is published for XPADPROCESSLEVEL as default that Opening Balance or Additional Periods are bound to the correct Fiscal Calendar.