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SamKing's avatar
SamKing
New Contributor II
3 years ago

Transformation Rule based on a different column in the source

Hi All,

We're currently trying to map IC relationships in the transformation rules where the source data doesn't contain this field. We can map this based on the GL account from the ERP system but just unsure on how to do this in OneStream. Essentially we'd like to use 1-1 mapping but based a different column other than the IC in the source, is this possible?

Thanks,

  • Hey SamKing: yup, OneStream has you covered.  This sounds like a standard Composite Transformation Rule.

    Your rule expression will include both the target dimension (IC) as well as the dimension which can be used to identify the mapping (Account, in this instance) in the format of: A#UniqueAccount:I#*.  Specify the I# target as the Target Value

    This can be read as, 'anything from A#UniqueAccount from any I# should map to the I# Target Value'

    Cheers,

    -DB

  • db_pdx's avatar
    db_pdx
    Valued Contributor

    Hey SamKing: yup, OneStream has you covered.  This sounds like a standard Composite Transformation Rule.

    Your rule expression will include both the target dimension (IC) as well as the dimension which can be used to identify the mapping (Account, in this instance) in the format of: A#UniqueAccount:I#*.  Specify the I# target as the Target Value

    This can be read as, 'anything from A#UniqueAccount from any I# should map to the I# Target Value'

    Cheers,

    -DB

  • NicolasArgente's avatar
    NicolasArgente
    Valued Contributor

    Hi there, 
    On your source file, the account will give you the IC member? If this statement is correct, then in your datasource, you can map your Account column to your IC dimension. After than you simply use a transformation rule where you transform your A# Member (which will be Account) to your IC members 
    Please give a kudo if it helps.

  • SamKing's avatar
    SamKing
    New Contributor II

    Thank you all!

    I've used the rule expression suggested by db_pdx and this has worked perfectly.

  • ChristianW's avatar
    ChristianW
    Valued Contributor

    In addition, there are two snippets showing you samples how to do it using a business rule:

     

     

  • Sam.  this should be as straight forward as referencing the account column as the IC dimension in the data source...then mapping 1 to 1 in the transformation rule.  Doesn't seem like you need anything fancy at all.