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CPM_ONE's avatar
CPM_ONE
New Contributor II
3 years ago

Entity Aggregation

Is there any documents for Entity Aggregation ?

  • PeterFu's avatar
    PeterFu
    Contributor II

    Hi BP,

     

    It's in the Design and Reference Guide. In addition, you have OneStream Academy if you have access to it. If you have been to the OneStream training, then I think you should have access.

     

    Peter

  • SKMundra's avatar
    SKMundra
    New Contributor III

    Hello BP, there might not be a totally separate content on it, since this is an overall understanding and functionality. If you can help with your questions, we should be able to answer this:

    Few points:

    1) Entities do not aggregate at their own (Dynamic) until you the right percentages (100 to start with) in relationship tab and you execute Consolidation at a parent entity.

    2) Functional name of Entity aggregation  (For finance) is 'Consolidation' 

    3) You can use a dynamic aggregation of entities with different currencies using UD8 dimensions with a specific Dynamic function, in this scenarion system disregard any custom translation rules and follows scenarion rates to run the translation and aggregation.

     

    Will be waiting for your quesions,

     

    Thanks

    Satish