Demystify the Balance Dimension in Profitability and Cost Management

Summary

Understand how the Balance Dimension works in Management Ledger (PCMCS or HPCM) by defining each member within the dimension, its purpose, and the way the allocations flow is using these members.

Content

Management Ledger models, whether Hyperion Profitability and Cost Management (HPCM) or Profitability and Cost Management Cloud Service (PCMCS), have been around for a few years, but I still receive emails asking for help with figuring out where the results are coming from. This request is often related to a lack of understanding of the Balance dimension. Here are some key pieces of information regarding this system dimension, how it works, how it should be used when defining allocations and integration jobs, and how to leverage it to troubleshoot your allocations.