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BSK's avatar
BSK
New Contributor III
3 years ago

Entity Consolidation status change for Forecast scenarios

Hi Folks,

We have 12 forecast scenarios and 12 FX rate tables for each FC scenario.

When we update the FX Rates in one table, it's upsetting the status in all other Forecast scenarios, but not Actual.

We don't want other scenarios status getting affected when ever FX rates updated. 

and there is impact status rules exists in our application.

Appreciate your advise. Thanks

 

 

Consolidation

5 Replies

  • NickHymes's avatar
    NickHymes
    New Contributor III
    3 years ago

    Hi BSK,

     

    You would have to have separate rate types for each scenario. Scenarios are designed to use separate rate tables for each. 

    • BSK's avatar
      BSK
      New Contributor III
      3 years ago

      Hi Nick,

      We have seperate rate table for each forecast scenario. we have 12 FC scenarios and 12 rate tables.

      Thx

  • ChrisLoran's avatar
    ChrisLoran
    Icon for OneStream Employee rankOneStream Employee
    3 years ago

    Please confirm
    - version of OneStream you are using
    - that you are using he FX Rates table in the Application | FX Rates , and not storing the FX rates as cube data
    - that each scenario is configured to use separate rate tables
    - when you say status , I presume you mean Impact Status.  What Impact Status do you see when the rate changes?  Is it "MC" ? or "TR" ?
    - Are Actuals and Forecast scenarios in different cubes? It could be the use of separate cubes that may explain why Actuals are not impacted?

    I am not sure if the platform is actually designed to create a "TR" Impact Status only on relevant scenarios that are linked to the particular FX Rate Tables.  It doesn't do this on my own development application. Is this what you were expecting to happen?

    Could it be that it is writing an MC status to all the scenarios that are in a Forecasting *Cube*, irrespective of the rate table that each scenario is using?

  • BSK's avatar
    BSK
    New Contributor III
    3 years ago

    Thanks for the reply Chris.

    - 7.0.1 ( Cloud)

    - Yes, we have the FX rates table seperately configured for each scenarion under Application->FX Rates

    - The other scenario's entity status  getting changed to OKMC.

     - Actual and FC are in same cube

    -Yes, it should impact only that particular scenario to TR, But it's not in our case. 

    Just want to know which properly is causing this issue.

     

     

  • SWWong's avatar
    SWWong
    New Contributor III
    1 year ago

    BSK, how did you get your forecast FX rates not impacting the Actuals Consol Status. We were on 7.4 with the issue and I am sure v8 that we just upgrade on will have the same issue. I will know end of this week. Where in your setting that made sure the FX loads for forecast not impact Actuals expired periods? It is very annoying that we have to have an extra step to re consolidate Actuals every month because of the forecast FX load.