Thanks aformenti and FredLucas for your responses
We do understand that No Input Period is to restrict user input for Closed months on Forecast/Range Scenarios
Below are few observations where we are facing issues while taking snapshot and consolidation for new scenarios created
1) If we create a new Scenario (Target) with No Input Period set to "5" (example as May Close) and run the data copy from Data Management step, the closed months are not getting copied with Source scenario values.
2) If we just set No Input Period to 0 and copy using Data Management the source scenario data will be available for closed periods, but the next step of consolidating the Target Scenario (New one) the accounts/UDs with member formulas that considers the No Input Period value for further calculations are providing wrong outputs.
Hence the above ask to automate and schedule job overnight as can we dynamically apply the values through one Data Management Sequence can perform the entire activity instead of current 2 DM Sequences - one sequence for Copy source scenario data with value set for Target Scenario as 0 and later one for Consolidation to be run once we set the No Input Period to value as per the Forecast cycle concluded (Closed months consideration)
Note :- We have multiple cubes to be considered for snapshot process.
Thanks,
Vishal Pai
Thanks for clarifying, in this case, I'd suggest writing a seeding calculation / data copy rule (maybe copying O#BeforeAdj to O#Import) instead of using the out of the box Data Copy step.
This Finance Rule calculation could still be triggered from a DataManagement Step if that's what you are looking for.
That would be simpler and resolve both the issue with the data copy and the consolidation.
Just for completeness, although not my preferred option for this case, what you are looking for is also technically possible. Not by using an XFBR / parameter but by updating the metadata via the following function: BRApi.Finance.MemberAdmin.SaveMemberInfo
Hope this helps.
Hi FredLucas,
We are trying do a similar update to the No Input. Will have a sample of code that we can leverage?
Thank in advance.
Hi seangly,
This should work:
'Update the following parameters as intended
Dim newWFNoInputNumber As Integer = 2
Dim sampleMbrName As String = "test"
Dim dimensionTypeId As DimTypeId = dimTypeId.Scenario
'logic to update the Scenario WorkflowNumNoInputTimePeriods setting
Dim mbrInfo As MemberInfo = BRApi.Finance.Members.GetMemberInfo(si, dimensionTypeId, sampleMbrName, True)
mbrInfo.GetScenarioProperties.WorkflowNumNoInputTimePeriods.SetStoredValue(newWFNoInputNumber)Regards,
Fred