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jgidley1's avatar
jgidley1
New Contributor II
2 days ago

Issue Referencing Parent Entity in an Stored Account Member formula

Hi,

We have a few accounts that contain stored formulas. These accounts contain formulas that reference another Account and Parent entity and it stores the result at a Base Entity.

Below formula is for an account that has a formula pass 4. We are storing the result in "BaseEntity" and calculate Account1 by looking at OPEX at a Parent Entity. Obviously, since it is referencing a Parent Entity we have to run our consolidations twice in order to get the result.

Is there a way to sum up the Base entities of Parent1 and reference that value in a formula or is there a way to run a consolidation within the formula for just that Parent Entity? In other CPM/EPM products I've worked with in the past you can right rules where you run an aggregation on the Entity and then run your calculation. In OneStream I cannot seem to find a way to do this.

If api.Pov.Entity.Name = "BaseEntity" Then

api.Data.ClearCalculatedData("A#Account1",True,False,False,True)

api.Data.Calculate("A#Account1 = A#OPEX:E#Parent1:C#USD",True)

End If

Any help or assistance would be appreciated.

Thanks

John

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