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Forum Discussion

TimVierhout's avatar
TimVierhout
New Contributor III
2 years ago

Derivative rule: Add record for other time period

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and i...
Transformation
FredLucas's avatar
FredLucas
Icon for OneStream Employee rankOneStream Employee
2 years ago

Hi TimVierhout,

Another option could be to set up two separate WF Import steps. One for the Revenue accounts (as-is) and another one for the Cash Forecast accounts that would have an expression determining the Time.

If this is going to be an automated load you could trigger both steps in parallel.

If it's file based and done manually, if required you could think of centralizing the process e.g.: a unique dashboard button that triggered both loads or having the process step of the first WF Import step triggering the execution of the second WF.