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T_Kress's avatar
T_Kress
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1 year ago

Re: Restatements and Workflow implication

If you have a UD dimension that has been used to represent "Data Type" or "Data Source" (aka U7) then you can create a bucket or layer in that UD called "Restatement".  Then if you tie that U7 to a WF channel it can be kept locked or unlocked separately from all your other Imports and Forms and such, which you would have already locked. 

There is a OC post on using U7 as a Data Type dimension with WF channels.  I will find that link and post it here: Using Workflow Channels & Data Type Dimension - October 2023 - OneStream Community (onestreamsoftware.com)

But I think having a U7 Data Type dimension where you have a slice that represents "Restatement Adj" or "Restatement" then you can report on that including or excluding restatements.

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