07-09-2024 06:23 AM
Hello,
I have imported data from a csv file with unit price adjustments.
Data is transformed to use the correct UD2, UD5 with One to one transformation.
In some cases there should be a second data record created with a different UD2 and UD5, is it possible to do that with a complex expression, or should I make a calculation after import in business rule or with a member formula?
kind regards
Ben
Solved! Go to Solution.
07-09-2024 07:01 AM
I always use derivative transformation rules for creating additional data like that - it can be audited and is created based on rules that are easily managed. If you use a BR or member formula you lose the transparency.
07-09-2024 07:51 AM
Derivative Rules are a separate type - they are listed at the end of the UD8 Dimension rules. You select the source for the extra records:
The you specify how the extra records will be created and what label the new member will have eg
A#[COGS]=COGS_TEMP
That will create a new record for every source record where the Account member is COGS. The extra records will have the member COGS_TEMP. The Design and Reference guide has a section called: BI Blend Derivative Rules. And you can also search OneCommunity for derivative to get a lot more help.
07-09-2024 07:01 AM
I always use derivative transformation rules for creating additional data like that - it can be audited and is created based on rules that are easily managed. If you use a BR or member formula you lose the transparency.
07-09-2024 07:41 AM
Thank you @MarcusH, would that be used then in a BI Blend import? I could find some documentation on that, however in the regular transformation rules I didn't find anything on derivative rules.
07-09-2024 07:51 AM
Derivative Rules are a separate type - they are listed at the end of the UD8 Dimension rules. You select the source for the extra records:
The you specify how the extra records will be created and what label the new member will have eg
A#[COGS]=COGS_TEMP
That will create a new record for every source record where the Account member is COGS. The extra records will have the member COGS_TEMP. The Design and Reference guide has a section called: BI Blend Derivative Rules. And you can also search OneCommunity for derivative to get a lot more help.
07-10-2024 06:13 AM - edited 07-12-2024 05:13 AM
Thanks Marcus,
You had given all that was needed, still it took me some time to figure it out.
Below a screenshot of the settings that worked for me, creating a duplicate line with a different UD2:
This changed line also needs a different UD5, by using below rule we could manage that, without
further transformations.
kind regards
Ben
07-09-2024 09:26 AM - edited 07-09-2024 09:27 AM
Hi, there is some more information and examples in the PDF Design and Reference Guide (PDFs (onestream.com)) on pages 629 and following:
(in the online documentation, I can also only find the BI Blend related documentation, but in the PDF, there is content that I was not able to locate otherwise)
07-09-2024 09:37 AM