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DCarrillo's avatar
DCarrillo
New Contributor III
4 years ago
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Headcount Roll-Forward using Flow Dimension

Hi all,

I have built out my cube view that shows headcount change for 2019 M12, I want to be able to capture the ‘Ending Balance Headcount’ for 2020 M1 as its ‘Begin Balance’. 

Will a rule be the way to go in order to achieve this? Unsure on where to go from here.

 

Thank you.

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  • ChristianW's avatar
    ChristianW
    4 years ago

    Hi DGC

    If you only like to show the beginning balance in a cubeview, you don't need a rule, you can specify the pov F#EndingBal:T#PovPriorYearM12 directly in a column of the cubeview.

    If you like to store the information in a dedicated flow member you can do use a member formula as well.

    Here it is the simplest possible solution:

     

    api.Data.Calculate("F#BegBal_Calc=F#EndingBal:T#PovPriorYearM12")

     

    If you like, you can create a drill down path as well

     

    'Simple formula drill down
Dim result As New DrillDownFormulaResult()

'Define Explanation to be shown in drill title bar
result.Explanation = "Roll Forward: F#BegBal_Calc = F#EndingBal:T#PovPriorYearM12"

'Add a row below per each drill result to be shown 
result.SourceDataCells.Add("F#EndingBal:T#PovPriorYearM12")

Return result

     

    There are more advanced time functions to use than T#PovPriorYearM12 but it is the easiest to understand.

    I hope this helps and kind regards

    You can also use the member formula builder from the market place solution administrator solution tools:

     

     

1 Reply

  • ChristianW's avatar
    ChristianW
    Icon for OneStream Employee rankOneStream Employee
    4 years ago

    Hi DGC

    If you only like to show the beginning balance in a cubeview, you don't need a rule, you can specify the pov F#EndingBal:T#PovPriorYearM12 directly in a column of the cubeview.

    If you like to store the information in a dedicated flow member you can do use a member formula as well.

    Here it is the simplest possible solution:

     

    api.Data.Calculate("F#BegBal_Calc=F#EndingBal:T#PovPriorYearM12")

     

    If you like, you can create a drill down path as well

     

    'Simple formula drill down
Dim result As New DrillDownFormulaResult()

'Define Explanation to be shown in drill title bar
result.Explanation = "Roll Forward: F#BegBal_Calc = F#EndingBal:T#PovPriorYearM12"

'Add a row below per each drill result to be shown 
result.SourceDataCells.Add("F#EndingBal:T#PovPriorYearM12")

Return result

     

    There are more advanced time functions to use than T#PovPriorYearM12 but it is the easiest to understand.

    I hope this helps and kind regards

    You can also use the member formula builder from the market place solution administrator solution tools: