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Marco's avatar
Marco
Contributor II
1 year ago

How to Create a .base in a Step Using a Calculate

Hi everyone. i want to make the following calculate, but i want to make the one of all the departments and all the projects, but when i put it as .base it gives me error in the calculate, then i wo...
Finance
Henning's avatar
Henning
Icon for OneStream Employee rankOneStream Employee
1 year ago

Hi,

you cannot use filters in a calculation like this. You will have to use a different way, out of which there are several. In your case you'll probably want to explore overload functions.

You can find more information e.g. here:

https://documentation.onestream.com/1375907/Content/API%20Overview/Finance%20Functions%20APIs/8%20-%20Writing%20Stored%20Calculations.html

And then here:

https://documentation.onestream.com/1375907/Content/API%20Overview/Finance%20Functions%20APIs/8.1%20-%20Overload%20Function.html

You can also find an account-based example here in this forum, such as:

Solved: U8 Member formula - OneStream Community (onestreamsoftware.com)

  • Marco's avatar
    Marco
    Contributor II
    1 year ago

    Hi Henning.

    check the other method, but I wanted to ask if the way I have it is correct, since what I want to modify is an exact section, as I have it in the question, but I don't know if this way it will work

    api.Data.Calculate("E#"& entity &":S#[" & scenario & "]:T#" & time & ":A#cra_639950:F#InCostsAllocation:O#Forms:I#11201_11207:U2#P0000:U3#LOCAL_DATA:U5#None:U6#None:U7#None:U8#None = (E#11201_11207:S#[ForecastAllocation]:T#" & time & ":A#cra_ALLOCPRCT:F#None:O#Import:I#11201_11257:U2#P0000:U3#LOCAL_DATA:U5#None:U6#None:U7#None:U8#None)",,,,"U1#ALL_DEPARTMENTS.Base",,,"U4#ALL_PROJECTS.Base",,,,,,,True

    or do I need something else to be able to do what I want to do?

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

      Hi, as rhankey said, not all dimensions make sense to be included in the target (left hand side of the equal sign). All data unit dimensions are naturally pulled / used from the point of view that the rule is executed in. Also, you had a comma missing. And the durable flag in the end, I removed this as this is often not needed.

      api.Data.Calculate("A#cra_639950:F#InCostsAllocation:O#Forms:I#11201_11207:U2#P0000:U3#LOCAL_DATA:U5#None:U6#None:U7#None:U8#None = (E#11201_11207:S#[ForecastAllocation]:T#" & time & ":A#cra_ALLOCPRCT:F#None:O#Import:I#11201_11257:U2#P0000:U3#LOCAL_DATA:U5#None:U6#None:U7#None:U8#None)",,,,,"U1#ALL_DEPARTMENTS.Base",,,"U4#ALL_PROJECTS.Base")

      There is plenty of material on writing rules which may help you such as training and a book, amongst other things. And the forum here is a fantastic resource too, of course, so thank you for participating!