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cbriscoe's avatar
cbriscoe
Contributor
8 months ago

Cube Properties Best Practices!

 

Given a situation, determine the correct properties for the Cube. Certification Exam. 

Workflow

The most common setting Is Top Level Cube for Workflow (Main Cube) = True

Project requirements dictate Suffixes for varying Workflow by Scenario Type

Assigning Suffix by Scenario Type allows the same Entity to be assigned to different Workflows in different Workflow Cube Root by Scenario Type

The best practice is to configure a suffix early on for common Scenario Types regardless of whether they get used.

NOTE: These settings cannot be updated once data is loaded to a specific Scenario Type.  Leaving blank is defining the suffix as well.

  • Calculation
    • Consolidation and Translation Algorithm Type
      • Most common setting = Standard
      • Settings based on design decisions on how consolidation and translation to be customized.
      • Recommendation – Only change from Standard to Custom on sporadic cases.
      • Elimination and Translation logic should be done either on the Member using O#Elimination or C#Elimination or using Translate as part of the Finance Business Rule and assigning it to Cube.
      • Use Standard Using Business Rules for FX Rates for Translation Algorithm Type in the above case.

Calculation Properties:

Business Rules Cube Properties:

  • FX Rates Cube Properties:
    • Set Default Currency FX Rates for the Cube.
    • The most common settings for the Cube are shown in the screenshot.  Default Currency is dependent on the currency of the application.
      • NOTE:  Triangulation is dependent on default currency
    • Best Practice – Control the FX Rates by Scenario.
    • Deep dive of FX Rates discussed during setting Scenario settings.

For more - OneStream Certified Professional (OCP) – Lead Architect Certification Prep Webinar in Navigator. 

  • cbriscoe  - If this is a multi-Cube then you should Set the Top-Level Cube for WF to True only for the parent Cube the base cube should be false.

  • Krishna's avatar
    Krishna
    Valued Contributor

    cbriscoe  - If this is a multi-Cube then you should Set the Top-Level Cube for WF to True only for the parent Cube the base cube should be false.