Creating consolidations

To create a new consolidation for an existing profile:

  1. Open Transfer Profiles (TRP).
  2. Select a profile and click Edit Profile.
    Note: The profile must have Ledger as the source or target component or data format, and must be an Import, Export, Internal Transfer or External Transfer profile.
  3. Click the Ledger Specific tab.
  4. Click Manage. The Consolidation Designer opens.
  5. Click New.
  6. Complete this information:
    Name
    Enter a unique consolidation name. This name will be automatically selected when you return to Profile Designer.
    Description
    Enter a description of the consolidation.
    Consolidation Columns
    Specify the elements you want to consolidate.

    Add to your list of consolidation elements by selecting an element from the Schema list and clicking the highlighted arrow.

    Change the order by which data is summarized by clicking the up or down arrows.

    Remove an element by selecting it and clicking the left arrow.

    Summing Columns
    Specify the elements you want to sum.

    Only elements with a numerical value can be added. These are indicated by a different icon in the schema list.

    Add to your list of summing elements by selecting an element from the schema list and clicking the highlighted arrow.

    Remove an element by selecting it and clicking the left arrow.

  7. Click Save.
    Click Discard Changes if you do not want to save the new consolidation.
  8. Click Yes to return to the Transfer Profiles dialog or click No to remain in the Consolidation Designer dialog.
Parent topic: Consolidating data