Administration

This article provides insights into the practical aspects of "Dependent Scenario Types" and their applications, along with a closer look at the functionality of "Actuals Through." Let's explore the functionalities and significance of these elements in the Catalyst framework for financial planni...

Is it OK to add levels to an existing hierarchy? The short answer is yes! Although you may encounter a warning message, it's absolutely fine to add a new level to an existing hierarchy. You won't break anything permanently, but the main impact will be in having to rebuild reports that use this h...

As your organization evolves, through mergers, acquisitions, or annual planning, keeping your Catalyst environment up to date with the right company IDs ensures accurate reporting, clean data hierarchies, and efficient planning cycles.  Adding a new company ID allows you to properly structure new...

Properly managing beginning balances and retained earnings is crucial for maintaining the integrity and accuracy of your financial data. In Catalyst, these configurations help automate the process of rolling over balances from one fiscal year to the next, ensuring that each year builds upon the...

In this article, we will discuss how to ensure that your beginning balances are automatically calculated from the prior year and how to roll forward prior year net income into this year’s retained earnings beginning balance. This process is important for maintaining accurate financial records an...

Error message: Invalid - Duplicate values exist in the upload... File upload failure caused by duplicates in the upload sheet Description: The File Upload Center under the Planning tab in Catalyst provides some good detail about your uploads, including whether or not the upload completes and ...

It's less common, but you may find that you want to duplicate a scenario and its corresponding data. Usually this will only occur for budget or forecast scenarios. The primary purpose for this would be to keep your original scenario intact as you make changes in a new scenario built from the orig...

This article explains how to reverse, or "flip," the sign of specific data categories in Catalyst. Flipping signs can be helpful when a standard accounting convention differs from how you want to view the data. This article contains the following topics:  Sign flip defined When to use sign fli...

Question:  I want to see ending balances for all accounts from a given year. How can I see that in Catalyst? Answer: Normally you can do this right in the Catalyst website, using the Manage Actuals > Financial Actuals module to filter to your desired dataset. At which point you can then export it...

Exporting data in Catalyst Exporting data can be useful and can usually be managed in Catalyst under the Excel options > Export options in the various management pages within the user interface, such as Manage Actuals, Planning, or Hierarchy Management. But what if the dataset is too big to expo...

This article contains the following topics: Overview Using Catalyst User Interface Using a Catalyst Export/Upload sheet in Excel Is data overwritten if it exists? Overview While working in Catalyst, you have the ability to manually add, update, or remove data from your instance. Most commonly,...

Most of the time, Catalyst's connection to your Excel workbooks via the EBM Office Bridge ribbon will allow uploads back into the system with great success. However sometimes when working with large overall environments or instances, or with files containing thousands of rows of data, the Excel r...

How to Archive Scenarios in Catalyst Archiving scenarios removes them from active processing while preserving their data for future use. This keeps your Catalyst environment clean and responsive without permanently losing historical information. ...

Sometimes unwanted or unnecessary accounts are added to Catalyst. At first glance it may appear difficult to remove these, but it's relatively easy.  This articles contains the following topics: Reasons for deleting How to delete Why you may want to delete an account Below are some of th...

Locking scenarios and periods in Catalyst provides essential data governance and control over your financial planning process. This guide explains how to lock scenarios, the benefits of period locking, and best practices for maintaining data integrity while managing your planning cycles. ...

This article provides a comprehensive guide to managing hierarchies in Catalyst. Hierarchies are a powerful tool for organizing and analyzing your data, allowing you to drill down from high-level summaries to granular details. This article contains the following topics:  Requirements What are ...

Catalyst provides flexible currency exchange rate management to support multi-currency reporting across your global organization. Whether using automated system-generated rates powered by real-time financial data or defining custom rates based on your accounting standards, Catalyst ensures accura...

Mapping is one of the most fundamental tasks in Catalyst. It's the process of placing your data—accounts, companies, locations, products, and more—into the correct hierarchy so that reporting works as expected. If something isn't showing up where you expect, a mapping issue is almost always the p...

This article contains the following topics:  What is an override Why use an override How to enter overrides Best practices What are financial and profitability overrides? Each day, invoices and transactions are loaded into Catalyst via the automation from your source ERP system or via upload. A...

Scenarios are the foundation of financial planning in Catalyst — they organize your data into meaningful time-based classifications like Actuals, Budgets, and Forecasts. This guide covers what scenarios are, the full set of scenario types and how each behaves, how to create them, and best practic...

Scenario Source Periods let you seed a new Budget, Forecast, or Dependent scenario with data copied from an existing scenario — period by period — so you start from a realistic baseline instead of a blank slate. This guide explains what source periods are, how to assign them, what the Fixed colum...

The System Status page is your control center for monitoring and managing Catalyst's L3 consolidated cubes — Financial and Profitability. This guide explains how to access the page, interpret status indicators, refresh data on demand, and configure scenario refresh frequencies (Hourly, Daily, Wee...

This article contains the following topics:  Requirements Background What are transaction attributes  Why use a transaction attribute How to create a transaction attribute Examples and use-case Best practices Requirements for adding or removing TAs If your EBM instance is automated and integrat...

When attempting to archive a scenario, you may find the option unavailable or encounter an error. This typically happens because the scenario is still linked to other items in the system. OverviewWhen you try to archive a scenario and the option is unavailable or you receive an error, it’s usuall...