Acterys-modeller-add-mapping

A typical need for finance professionals is mapping accounts or other system entities (companies, products, contacts, etc.) in a different way than they are structured in their source system. Acterys provides a very simple way to do this either in Excel using the Acterys Excel Add-on or in the Acterys Modeller. Excel is typically the easiest option as you have all Excel features like copy/paste, drag and drop, validate, etc. at your disposal.

Adding groups/mapping/sub consolidations to Dynamics, Xero, QuickBooks, MYOB and other systems

To map your data details just create a new column for the dimension (e.g. accounts, organization) that you want to use in the Acterys Modeller:

Acterys-modeller-add-mapping
Acterys Modeller: Add mapping/consolidation sub groups

Enter a name for the new column in the following dialog box:

Now you can edit details for the new column e.g. mapping organizations to sub consolidations/ accounts to account groups etc. directly in the browser or switch to Excel and use Edit Dimension.

Validation with Linked Columns

The process can also be made easier by using “Linked Columns” that enable you to -in addition to typing the grouping details- select them from a list of allowed entries:

Acterys Linked Dimension
Acterys Linked Dimension

Available in: Englisch Französisch Spanisch Italienisch Niederländisch

Mehr Blog

business-central-power-bi-planning
Acterys-Dynamics-Power-BI-planning
Acterys 21.1 Launch
Acterys-Power-BI-Sync-Architecture
Primary drivers
Acterys-modeller-add-mapping
Create Backup for Xero, Quickbooks, HubSpot, Salesforce, MYOB
rolling forecast in Power BI comments
Power BI- Snake Oil - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys
Planning-Power-BI
Acterys 20.1 Launch Planning For Power BI
Hubspot for Power BI
consolidation of xero companies

Recente Blog

business-central-power-bi-planning
Acterys-Dynamics-Power-BI-planning
Acterys 21.1 Launch
Acterys-Power-BI-Sync-Architecture
Primary drivers
Acterys-modeller-add-mapping
Create Backup for Xero, Quickbooks, HubSpot, Salesforce, MYOB
rolling forecast in Power BI comments
Power BI- Snake Oil - Microsoft Power Business intelligence Planning Software | Bi Consulting Services | Acterys
Planning-Power-BI
Acterys 20.1 Launch Planning For Power BI
Hubspot for Power BI
consolidation of xero companies