Starting FTE Calculations for Periodic/QTD/YTD and Fiscal Year

[VishalPai]

@OSAdmin 

We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views

FTEs (Ending Balance) = Starting FTEs + Activity (Movements)

   Starting FTEs (Opening Balance) = Prior Period FTEs value

    Activity (Movements) (Flow)

We are getting right results for periodic, not for YTD/QTD and Fiscal Year

As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules

Note:- Flow dimension is not being used and defaults "None"

Any insights/guidance will be helpful

Thanks in Advance

[chul]

The easiest way to do this, if you're strictly using accounts, is use only one account - FTEs - as a Flow Account Type.  You're able to report every view required. You can load/enter either Periodic or YTD values - being careful about your scenario's No Data settings.

The issue that you need to solve for is the Opening Balance. A different number needs to show on a report depending on the View (Periodic/Qtrly/YTD). This is best handled by creating a Dynamic Calc account that shows the correct number depending on the View the user wants to see.