Data Unit Calculation Sequence (DUCS)

The following has been taken from the OneStream XF Design and Reference Guide (September 2020) starting at page 31.

Guidelines on Formula Passes

There are 16 Formula Passes and one Dynamic Calculation Formula Type available on each Member. Formulas that do not depend on one another can exist in the same formula pass and will be calculated in parallel using OneStream’s advanced parallel formula processing engine.

As a basic guideline, customers should think about organizing formulas by account/collection type across OneStream’s available formula passes using the following examples.

All formulas in a pass are processed at the same time, so they cannot have dependencies on one another.

Calculation Sequence of a Single Data Unit

The items below detail the specific list of tasks executed for each Data Unit’s calculation process. As an example, the following steps are executed for a single Data Unit when a user selects Calculate for a single Entity, Scenario, and Time period.

Data Unit Calculation Sequences (DUCS)

Every time a data cell is written to the database, XF also includes information with the stored cell about how it was stored (e.g., manually entered, calculated, consolidated, etc.). If a number was calculated and stored as a result of a formula, it will always get cleared regardless of the metadata settings. The AllowInput property specifies whether a cell can be written to, and therefore if a formula stored a number, there would be information if the cell was calculated. If AllowInput is set to True, and a new number is typed over the same cell, it is stored as manually entered instead of a calculated cell.

The following chart explains how the Consolidation Dimension works.