What is meant by Group?
"Group" means an aggregate of two or more companies present in the DB with respect to an accounting period chosen by the user.
Group creation is also possible in the Public Area
YES. you can also create groups in AREA PUBLISH.
How do you create a group of companies selected through the Filters?
Log in to Leanus
Go to Process Analysis / Filter Master Data
Select the accounting period of reference for aggregation (will be the last year displayed in the analysis)
Set the other criteria search by using the filters or by recalling a filter present in the archive
Click on + Add Filters to use additional search filters
Click on Update
Repeat the operation until you have identified the number of companies you want to include in the Group analysis
Click on the wheel Multifunction Open and ... and click on Create Group (the operation provides for a maximum number of analyzes that can be aggregated)
Enter the * name * you wish to give to the group
Choose the mode of aggregation by flagging the appropriate field
Enter any Consolidation percentages
Click on Confirmation
When creating the group, you can select the option Aggregate all accounting periods for the same year which allows you to aggregate all the balance sheet data of the same year regardless of the closing month (e.g. the analyzes that end the financial year on 30/06/2016 and 31/12/2016, by selecting the option, will be aggregated).
When creating the group it is possible for each analysis to decide whether to aggregate data at 100% or less.
Some of the functions described may be limited or only accessible in AREA CONFIDENTIAL. To process a group in AREA CONFIDENTIAL you need to verify that all analyzes are present in AREA CONFIDENTIAL before proceeding as described below.
2 point. It is possible to aggregate together the analyzes of previously created Groups. In this case, repeat the steps provided for in this procedure replacing point 2. with: Go to Process Analysis / Group List
8 point. Click on "Choose and Create Group" you can exclude or include individual analyzes before completing the aggregation operations.
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