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Ghizlane's avatar
Ghizlane
New Contributor II
3 days ago
Solved

Percent Consolidation Behavior

Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its c...
Application Properties
Consolidation
Metadata
  • Ghizlane's avatar
    Ghizlane
    1 day ago

    Hi,
    We found out that in the rule, this api.ExecuteDefaultShare(100) call 
    was overriding the logic we were looking to achieve.

    Thanks for the support !

T_Kress's avatar
T_Kress
Icon for OneStream Employee rankOneStream Employee
3 days ago

Yes, the % Consolidation should work as follows:

  • Assuming you have no custom consolidation BRs
  • I set CO4 to 0% Consolidation to Parent TOT_CO starting in 2025M3
  • You can see it rolls up in 2025M1 & 2025M2 but the full YTD amount does not roll up starting in 2025M3 (first screen shot in green)
  • This is also dependent upon your scenario settings of YTD vs Periodic for the "Consolidation View" scenario property  
  • If your scenario is set up with YTD Consolidation View then in the first month when you set the % to 0, it will reverse the full YTD amount for that entity to its parents (green below)
  • If your scenario is set up with a Consolidation View of periodic, then it will behave like the second screen shot (black below) below


     

 

But it does work.  As to how just depends on scenario Consolidation View setting.