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archana1
New Contributor
22 hours ago

How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream?

Hi Everyone,

I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data.

Key points:

  • Adjustments must tie to Actuals by Company, Account, and Month
  • Each adjustment includes:
    • An Add Back Category 
    • An Add Back Name, which is free-form text and can vary monthly
  • I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name

My questions:

  1. What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream?
  2. Should Add Back Name be a UD member with auto-create, a text attribute, or something else?
  3. How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name?
  4. How can I ensure adjustments roll up correctly and maintain data integrity?
  5. Any recommendations for validation, governance, and reporting for this kind of adjustment detail?

Thanks in advance for your insights!

 

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