Copying Scenarios using Extensible Account Dimensions

[kumar]

Hello OneStream Community; 

I am trying to copy "Actual" Scenario to a "Plan" Scenario. the Plan Scenario uses Summary Account structure and the Actual Scenario uses a detail account structure which is a Extension of the Summary Account (so a base account member in the summary hierarchy used by Plan could be a parent in the detail account structure used by Actual). 

I am using a member formula in the Scenario dimension as below, using the "Option" member filter so that only base accounts in the summary account structure used by the Plan scenario is copied over from Actuals.

But this is not working, since only base accounts in both the Summary (Plan) & Detail (Actual) account structure is copied over, the parent accounts in the detail account structure in the Actual scenario are not copied over. Any suggestion/help in the right direction would be greatly appreciated.   - thanks Kumar 

api.Data.Calculate("E#WWPlanEntity:S#MultiYrActOL:V#Periodic = E#WWActualEntity:S#Actual:V#Periodic","A#Root.Base.Options(Cube=FinReporting, ScenarioType=Plan,MergeMembersFromReferencedCubes=True)",,,,,,,,,,,,,,)

[TonyToniTone · Accepted solution]

The Design and Reference Guide may help you out with this.  In the Design and Reference Guide, there is a chapter called Writing Stored Calculations.  In this chapter, there is a section called "Copy Data from Another Scenario".  In this section, there is a snippet of code that may be able to solve what you are looking for.  The code is using the api.Data.ConvertDataBufferExtendedMembers function to copy data from one scenario to another when extending members.  

Hope this helps get you what you need.  

[kumar]

Tony; 

Thanks very much appreciate the guidance - Kumar