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daylaking's avatar
daylaking
New Contributor II
22 days ago
Solved

Feb Actuals divided in half to import to Jan

There was no Jan close, so we want to divide Feb actuals by 2 to get a Jan actuals load.  The loads are SQL from HFM and Database Whse, so it isn't done with a flat file csv.  When I looked at the Feb Import that are 1214 lines.  How can we take that Feb import, divide by 2, and import in Jan Actuals?  First thought was to create a QuickView then upload back into OneStream.  Also looked at a copy Business Rule but calculations are needed for the data.  Any ideas/thoughts?

  • JJones's avatar
    JJones
    21 days ago

    What you could do is create a new data source as a copy of the existing data source and then multiply the amount field by .5 in the (Factor Value) and then use that to run the import for Jan and Feb.  I'm not sure how your data source is setup to pull in the period though to make sure the data gets put into the Jan and February Periods.  

4 Replies

  • JJones's avatar
    JJones
    Icon for OneStream Employee rankOneStream Employee
    21 days ago

    What you could do is create a new data source as a copy of the existing data source and then multiply the amount field by .5 in the (Factor Value) and then use that to run the import for Jan and Feb.  I'm not sure how your data source is setup to pull in the period though to make sure the data gets put into the Jan and February Periods.  

  • JJones's avatar
    JJones
    Icon for OneStream Employee rankOneStream Employee
    21 days ago

    The .5 would go into the Factor Value Field, correct.

  • daylaking's avatar
    daylaking
    New Contributor II
    21 days ago

    OK, but how to set up the amount field by .5?  All I see is a dropdown that give options.  Would the .5 go in the Factor Value field?

  • daylaking's avatar
    daylaking
    New Contributor II
    21 days ago

    I created and copy of DataSource and all looks good.  When I go to load Jan, this is the error message.  I'm not sure what Time and Scenario needs to be changes.