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Forum Discussion

Satish's avatar
Satish
New Contributor III
5 months ago

Custom Consolidation

Hi, I have a requirement from business that, want to restrict the roll-up in the entity dimension. for ex: i have Top entity, and all the members underneath are rolling up to Top, but i want to r...
Finance
Henning's avatar
Henning
Icon for OneStream Employee rankOneStream Employee
5 months ago

Hi, just create an alternate hierarchy in the entity dimension without entity A and give your restricted user only access to this alternate hierarchy. Seems like the easiest option to me.

  • Satish's avatar
    Satish
    New Contributor III
    5 months ago

    Hi,

    Thanks for your comments.
    We would prefer not to create an alternate hierarchy. Is there any other approach to achieve this?

    I am aware that OneStream provides Custom Consolidation options within the Cube settings, which allow us to control or override parts of the consolidation process.

    If anyone has experience implementing or configuring Custom Consolidation rules, insights or examples would be really helpful.

    Thanks
    Satish P

    • Henning's avatar
      Henning
      Icon for OneStream Employee rankOneStream Employee
      5 months ago

      Custom consolidation rules are not a good fit for the described purpose. That would bring along added complexity and impacting performance for something that can be solved easily by different means. 

      Another scenario such as the one Kamila suggested is an option too, though the total data volume stored in the app is larger than using an alternate hierarchy. In normal apps that is still perfectly fine though.

      One could also use dynamic cube services (DCS). But again, that is more complex and I want to describe it as "shooting sparrows with a cannon" in the given context.