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Satish's avatar
Satish
New Contributor III
2 years ago
Solved

Setting Dynamic No Input Period for Scenario

Hi Team, Is there a way to set the No Input period property for Scenario dimension using XFBR/Parameter dynamically through DM Jobs. for ex: a new scenario test2, needs to be copied with test1 sc...
planning
  • FredLucas's avatar
    FredLucas
    2 years ago

    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.

  • FredLucas's avatar
    FredLucas
    1 year ago

    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

VishalPai's avatar
VishalPai
Contributor
2 years ago

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

  • FredLucas's avatar
    FredLucas
    Icon for OneStream Employee rankOneStream Employee
    2 years ago

    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.

    • seangly's avatar
      seangly
      New Contributor III
      1 year ago

      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.

      • FredLucas's avatar
        FredLucas
        Icon for OneStream Employee rankOneStream Employee
        1 year ago

        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