Hybrid Scenario Issue: Copying Single Period Without Affecting Prior Months
Hello everyone, I’m encountering an issue with Hybrid Scenarios: I’m trying to copy data for a single period only. While I’ve successfully managed to copy Local data for that specific period by updating calc status, the results become inconsistent from Translated up to Top. To align the data from Translated through to Top in the target scenario, I currently need to run a Force Consolidate. However, doing so also brings in data from previous months, which is not desired. Has anyone faced a similar issue or found a way to restrict the consolidation to a single period without impacting prior periods? Thanks in advance,13Views0likes0CommentsConsolidate / Aggregate Averages
Good morning all, i've been asked to add some customer satisfaction values to our reports and its just a score out of 5, this works fine for base entities but I really need to parents to be an average of the base Entites that have a value. Is there a way t achieve this? appreciate your time. Tad35Views0likes1CommentIssue Referencing Parent Entity in an Stored Account Member formula
Hi, We have a few accounts that contain stored formulas. These accounts contain formulas that reference another Account and Parent entity and it stores the result at a Base Entity. Below formula is for an account that has a formula pass 4. We are storing the result in "BaseEntity" and calculate Account1 by looking at OPEX at a Parent Entity. Obviously, since it is referencing a Parent Entity we have to run our consolidations twice in order to get the result. Is there a way to sum up the Base entities of Parent1 and reference that value in a formula or is there a way to run a consolidation within the formula for just that Parent Entity? In other CPM/EPM products I've worked with in the past you can right rules where you run an aggregation on the Entity and then run your calculation. In OneStream I cannot seem to find a way to do this. If api.Pov.Entity.Name = "BaseEntity" Then api.Data.ClearCalculatedData("A#Account1",True,False,False,True) api.Data.Calculate("A#Account1 = A#OPEX:E#Parent1:C#USD",True) End If Any help or assistance would be appreciated. Thanks John16Views0likes0Commentspossibility of UD1 parent-member consolidation by time
Dears, I need move one base member under another parent in UD1 dimensions, the problem is that member should be consolidated till specific time period and then should be consolidated under another parent. There is no option like "percent consolidation" with time frame on UD1 dimensions. Could anyone have any solution for described problem? Before: U1#A(parent) U1#A001(base) consolidated till proper month in 2026 U1#A002(base) After: U1#B(parent) U1#A001(base) consolidated after proper month in 2026 U1#B001(base)11Views0likes0CommentsSame Scenario Across Two Cubes vs Separate Scenarios — Pros & Cons?
Hello everyone, I’m looking for feedback on the pros and cons of using a single Actual scenario across two cubes (e.g., Consolidation and FP&A) versus defining separate scenarios for each cube. For example: Option 1 (shared): Consolidation Cube : Actual (Scenario Type = Actual) FP&A Cube : Actual (Scenario Type = Actual) Option 2 (separate): Consolidation Cube : Actual (Scenario Type = Actual) FP&A Cube : Monthly (Scenario Type = Control) From your experience, how do these approaches compare in terms of data governance, maintenance, performance, flexibility for planning/reporting, and potential risks (e.g., unintended impacts between cubes)? Any best practices or lessons learned would be greatly appreciated. Thanks in advance!29Views0likes0CommentsData retention and deletion
As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older than that must be expunged. Manual, painful, detailed steps aside: is there a good way to clear all old data that I just have never learned about because I have never actually worked with an org who was willing to let go of even one byte of information? I can manually delete the cube data with enough work (clear rules, consols, the odd custom rule or update to a member formula.) I can delete stage source data with even less work, though its still a bit tedious to click through a bunch of workflows. I haven't yet looked into how to delete stage target data; I'm hoping to find an easy solution but I'm also hoping someone will just tell me so I don't have to learn the hard way. What other data have I not even thought of yet? How do I get rid of it? Going forward, after we finish our year-end close, I suspect the next step for we admins will be to clear the oldest year. Ultimately, I'll have to write this into a guide that those who come after can follow but there's still lot I don't know that I don't know.Solved139Views0likes7CommentsUpgrade from 9.1 to 9.2
Hi, I would like to know if any major changes need to be carried over from 9.1 to 9.2 version upgrade. As we had some changes performed when we moved from 8.5.1 version to 9.1.0: Winscp to SSH.net Marketplace solutions to be upgraded to latest versions also Navigation center replaced applications reports, security audit reports. so, we had to remove the existing AR, SAR solutions. We had .vb in the extension wherever the xfbr has been referenced that extensions were no longer supported in 9 version. Thanks in Advance!144Views0likes1CommentPercent Consolidation Behavior
Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ? Thank you for the feedback and help!Solved137Views0likes5Comments