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OSAdmin's avatar
OSAdmin
Icon for OneStream Employee rankOneStream Employee
3 years ago

How to overview changes in EntityDim?

Hi all,

Does anyone know how to easily overview changes in the EntityDim in terms of Percent Consolidation and Percent Owenership between periods and years? Can this be extracted in a prebuilt report or built in a cube view? For example if I would like to get a snapshot of one hiearchy in the EntityDim including percent ownership and percent consolidaiton for period 2020M10?

Thanks,

Fredrik

Cube View
Reports

3 Replies

  • AndyR's avatar
    AndyR
    New Contributor III
    3 years ago

    Hi Fredrik,
    In a Cube View there are member property formulas you can use. Under the samples there are three examples.

    XFMemberProperty(DimType=Account, Member=Sales, Property=AccountType)
    XFMemberProperty(DimType=Account, Member=|MFAccount|, Property=Text1, VaryByScenarioType=[], VaryByTime=[])
    XFMemberProperty(DimType=Time, Member=|MFTime|, Property=Description, TimeDimProfile=Standard)

    Alternatively in Excel you can use XFGetRelationshipProperty formulas with potential property arguments including:
    AggregationWeight
    ParentSortOrder
    PercentConsolidation
    PercentOwnership
    OwnershipType
    Text1
    Text2
    Text3
    Text4
    Text5
    Text6
    Text7
    Text8

    Thanks,
    Andy

  • rhankey's avatar
    rhankey
    Contributor III
    3 years ago

    The OS api provides functions to surface virtually all the dimension properties, be they generic properties applicable to all dims, or dimension specific properties. There are a handful of obscure properties that are a little more challenging to surface, but I think I have been able to get at >95% of properties. Those values can be surfaced into Cube Views via Dynamic Calcs as cube reports or surfaced into Dashboard Parameters or Dashboard Data Adapters, either of which can be surfaced into Dashboard reports or Table Views as tabular/relational like reports. Those are just a couple examples.

  • coneill's avatar
    coneill
    New Contributor III
    3 years ago

    As Andy points out, you can create a Quick View to surface the entity properties.

    Another quick and dirty answer is simply to:

    1. View the Entity dimension in grid view.

    2. Display Parent Child Relationships = Yes.

    3. Grid Columns To Display = Name, ParentName, PercentConsolidation, & PercentConsolidation + others

    4. Try (Default) for Cube Type, Scenario Type, & Time. You may have to be more specific here, depending on your entity structure.