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Copy account to other account on IC entity
Hello,
I'm looking for a member formula, or business rule to copy data from an entity to the IC entity, where also another UD member is substituted.
Example of source data:
Cb#100:E#3100:P#?:C#...
Hi BenvanBergen,
Another option you could consider which could be easier to set up and best from a performance point of view would be to use Data Management Export Sequences - especially if this is going to apply across most of your entities / ICs.
Have a look at this Tech Talk that explains how to configure a DMES. This subject is covered from minute 20 onwards:
This will also allow you to easily flip or map your UD2 and UD3 at the same time.
Hope this helps.
Thanks a lot Henning!
I'm aware of the Data Unit concept, but not always clear on the implications, good that you mention it.
My main question here is how to write 2 loops that are nested. 1 would be to loop through the 7 IC members, the other to loop through the UD3 (40 members). So that I can specify , the different destination and source members.
A BR is probably better, I can include it in a seeding step, because the input is in another scenario.
I appreciate your valuable input, thanks again!
FredLucas
OneStream Employee
OneStream EmployeeHi BenvanBergen,
Another option you could consider which could be easier to set up and best from a performance point of view would be to use Data Management Export Sequences - especially if this is going to apply across most of your entities / ICs.
Have a look at this Tech Talk that explains how to configure a DMES. This subject is covered from minute 20 onwards:
This will also allow you to easily flip or map your UD2 and UD3 at the same time.
Hope this helps.
I could get this to work, (unfortunately it's not seemless. I need to calculate first to get the USD values. Below I show the export of LC values (on UD8), but when substituting the entity the LC amount is not useful), but it's not that difficult to create, see below the steps and some screenshots.
- Created a DM step of type Export Data
- Then the DM sequence (nothing specific)
- Created a DataSource under Data Management Export Sequence, referencing the DM sequence.
Substituting IC with Entity and UD2 with UD3
For the account I added a complex expression to substitute sales account with purchase account, could also create a separate transformation rule for it.
Then the import step in the workflow profile:
Thanks Fred, I'll have a look at that tomorrow.
This looks good Fred, what it does is using the already created data to import again and during the import the transformation rules can be used.
I will give it a try.