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RossLikesOS's avatar
RossLikesOS
New Contributor II
20 hours ago

DynamicCalc - Return FX of Current Parent

Good morning OneStream folks.  I was looking for an example of how to dynamically pull the FX rate for an entity based on its current parent.  We currently have a DynamicCalc account that assumes that all parents are USD and therefore the rate returned by the account is the USD translation rate.  For example, the child is GBP and has a CAD parent, but the formula returns GBP-->USD.

I was able to get a DynamicCalc formula that works, but I have to make some additions in my QuickView or CubeView to get it work completely.  

The account I created in this case is called ParentFX and the logic is below:

In order to get the ParentFX account to return the correct value, I have to write my quickview logic as:  A#ParentFX:C#Translated:Name(Parent FX).  Which is fine, but I would also like to use that combo in a getdatacell calculation, and OneStream doesn't seem to like that. 

I'd like to be able to pull the A#ParentFX account with it using the Entity hierarchy as its guide for the parent FX instead of having to use the Cons hierarchy.  Any ideas are appreciated.

 

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