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 !
Hi T_Kress and thanks you for the quick answer!
We tested this in a YTD view, since our Actual scenario consolidates in YTD.
We attempted setting consolidation to 0%, ownership to 0%, and also tried the standard ownership types, but none of these changes had any effect, the entity continues to consolidate.
The only approach that seems to stop the consolidation is switching the ownership type to Custom1 and adding logic in the API_Consolidate rule. That said, we find it unusual that setting the percentage to 0% does not produce the expected behavior.
Do you have any thoughts on what might explain this?
Thank you
All you should need to do is set PercentConsolidation=0, for the Parent/Child relationship in question. PercentConsolidation stops the out of box functionality from consolidating (aggregating) the child entity to the parent. We use this method routinely to "move" entities over time from one parent to another.
PercentOwnership and OwnershipType requires custom logic to do anything. If you are also having to mess with one or both of these to get your desired outcome, you will need to look at your specific consolidation logic to figure out what is going on.
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 !
OneStream EmployeeAfter you change PercentConsolidation to 0, you will need to run a Force Consolidate to see changes.
