Seeds Reference

11 CSV seed files loaded into the epm_gold schema via dbt seed.

allocation_rules.csv

Defines multi-step allocation rules.

Column	Type	Description
allocation_rule_id	String	Unique rule ID (e.g., ALLOC_001)
rule_name	String	Human-readable name
step_order	Int	Execution order (1, 2, 3)
source_account	String	GL account to allocate from
source_cost_center	String	Cost center holding the pool
driver_type	String	Driver name: headcount, sqm, revenue
target_account	String	GL account to allocate to
description	String	Rule description

Default data: 3 rules (IT → headcount, Facility → sqm, Management → revenue).

allocation_drivers_headcount.csv

Headcount driver values per cost center.

Column	Type	Description
data_area_id	String	Legal entity
cost_center	String	Cost center
driver_value	Decimal	Headcount number
fiscal_year	UInt16	Year
fiscal_period	UInt8	Period

allocation_drivers_sqm.csv

Square meter driver values per cost center. Same schema as headcount.

allocation_drivers_revenue.csv

Revenue driver values per cost center. Same schema as headcount. Values ≤ 0 are excluded during allocation.

budget_annual_input.csv

Annual budget line items to be spread across 12 periods.

Column	Type	Description
scenario_id	String	Budget scenario (e.g., BUDGET_2025)
data_area_id	String	Legal entity
fiscal_year	UInt16	Budget year
main_account	String	GL account
dim_cost_center	String	Cost center
dim_department	String	Department
annual_amount	Decimal	Total annual budget
spread_profile_id	String	How to spread (e.g., EVEN, SEASONAL_RETAIL)
submitted_by	String	Who submitted

spread_profiles.csv

Monthly weight profiles for budget spreading. Each profile has 12 rows (one per period).

Column	Type	Description
profile_id	String	Profile identifier
profile_name	String	Display name
fiscal_period	UInt8	Period (1–12)
weight	Decimal	Relative weight for this month

Default profiles:

• EVEN — all weights = 1.0 (equal monthly distribution)
• SEASONAL_RETAIL — weights 0.5–2.5 (Q4 peak: period 12 = 2.5)

Weights are normalized during spreading: period_weight = weight / SUM(all 12 weights).

consolidation_groups.csv

Maps legal entities to consolidation groups with ownership percentages.

Column	Type	Description
consolidation_group	String	Group identifier
data_area_id	String	Legal entity code
entity_name	String	Company name
ownership_pct	Decimal(5,2)	Parent ownership (0–100)
reporting_currency	String	Group reporting currency
consolidation_method	String	Method: full

Default data: GROUP_CORP with USMF (100%), DEMF (100%), GBMF (80%), JPMF (51%).

consolidation_adjustments.csv

Top-side journal entries posted at the group level.

Column	Type	Description
consolidation_group	String	Group
adjustment_type	String	Type of adjustment
journal_id	String	Journal entry ID
data_area_id	String	Entity
fiscal_year	UInt16	Year
fiscal_period	UInt8	Period
main_account	String	Account
debit_amount	Decimal(18,2)	Debit
credit_amount	Decimal(18,2)	Credit
description	String	Narrative
posted_by	String	Who posted

Each journal must balance (total debits = total credits).

ic_elimination_rules.csv

Intercompany elimination rule definitions.

Column	Type	Description
rule_id	String	Rule identifier
rule_name	String	Display name
debit_account	String	Debit-side account
credit_account	String	Credit-side account
debit_entity_pattern	String	Entity filter for debit side (* = all)
credit_entity_pattern	String	Entity filter for credit side (* = all)
description	String	Rule description

Default rules:

• IC_001: IC Receivable (1300) / Payable (2100)
• IC_002: IC Revenue (4000) / COGS (5000)
• IC_003: IC Dividend (8100) / Equity (3200)

scenario_definitions.csv

Scenario metadata.

Column	Type	Description
scenario_id	String	Unique identifier
scenario_name	String	Display name
scenario_type	String	Type: actual, budget, forecast, whatif
is_active	UInt8	1 = active, 0 = inactive

Default data: ACTUAL, BUDGET, FORECAST (active), WHATIF_01 (inactive).

entity_fiscal_calendars.csv

Maps legal entities to their fiscal calendar.

Column	Type	Description
data_area_id	String	Legal entity code
fiscal_calendar_id	String	Calendar ID from D365

Default data: 65+ entities mapped. Most use Fiscal; regional variants include Fiscal_CN, Fiscal_IN, Fiscal_MY, Fiscal_SA, Fiscal_TH, and bespoke calendars.