Operational Data · Track 2 · Tutorial 2 of 8

Consolidate datasets across companies

Each company loads its own operational data, and the group reads it as one. That only works when the companies’ datasets match, so a dashboard or report at group level can add them together without counting anything twice.

You will needTwo or more companies in Your Group that each keep units sold by product.

By the endA Units sold dataset in each company that Your Group reads as one source, with each company’s rows added together.

1Create matching datasets

Select Company A, open Operational Data, and create Units sold with one dimension, Product, as in Create a dataset and upload a CSV.
Select Company B and create the same dataset with the same settings, then upload each company’s own file.

New Dataset - Definition in Company B for Units sold, with one dimension Product, No account, one scenario Actual, Period Weighting Sum and Currency translation No translation. — The Dataset Name (1), the Dimension 1 label (2), the Account setting (3), the Scenario (4), and the Period Weighting (5).

The group reads datasets from different companies as one source only when all of these match:

Must match	Note
Dataset Name	Capitals and spaces at the ends are ignored.
Dimension labels	The same labels in the same order.
Scenario	The same one scenario, or both taking it from a Scenario column.
Account	The same Account setting.
Period Weighting	Both Sum, or both Last Period.

The values inside a dimension should match too: a product both companies call Widgets becomes one row at group level, while Widget and Widgets stay two.

2Read it at group level

Select Your Group and open Operational Data: both companies’ datasets are listed, read-only.
In a dashboard, choose Units sold as a data source: it is one source covering both companies.

Your Group’s Operational Data listing Units sold from Company A and from Company B, both Actual with the dimension Product, each with a link to edit it in its own company. — The two Units sold datasets, one from each company (1), the shared dimension Product (2), and the link to edit a dataset in the company that owns it (3).

Check

At group level, Widgets for October is Company A’s Widgets plus Company B’s. In a row/column report, the row’s Include Entities lists both companies.

A money dataset is translated company by company before the figures are added. See Translate money datasets into the group currency.

3If something goes wrong

What you see	What to do
The group shows two Units sold sources	A setting differs between the companies. Compare their definitions and make them the same.
A company’s figures are missing	Its dataset has no rows yet, or is not in the group. Upload its data.
A company’s figures don’t match what you uploaded	It has two matching datasets. Only the newest is read; delete the old one so the list is clear.

Want more detail? See the documentation

Operational Data Consolidation

Next in Report and consolidate operational data Translate money datasets into the group currency All tutorials