Tax Cube Setup - XFW_TXP
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 41. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Can I Rename the "XFW_TXP Tax Cube?" The XFW_TXP Cube is the organizational structure that holds the Tax Provision Blueprint data. Related XFW_TXP Cubes may need to be created for OneStream Linked Cube application designs if entries are necessary on the Cube References tab of this Cube (depending on Entity Dimension assigned and if Extensible Dimensionality is in play). If you opt to not use the Cube name “XFW_TXP”, then extensive search and replace will be required on all objects in the Tax Provision Blueprint application. Therefore, changing the Cube name is NOT recommended. If you opt to rename the tax cube, we strongly recommend complete comprehensive testing of ALL functionality. Note: Cube setup changes to the original objects may impact calculations or data access. Cube Properties – General The following Cube Properties are core to the application: Description: Tax Provision Blueprint - May be changed. Cube Type: Tax - Do not change. Time Dimension Profile: Standard - May be changed but will require review and possible updates to Business Rules, Cube Views, reports, workflows, and other objects. Cube Properties - Security Security will need to be implemented for each application. The only change that was made here is with the Maintenance Group. Cube Properties - Workflow Workflow suffix for varying Workflow by Scenario type has been used. “NotUsed” has been attached to all the scenario types except for Tax, ScenarioType7 (attached to multi-year forecast scenarios) and ScenarioType8 (attached to current year Forecast scenarios). These should not be modified as scenario types are referenced throughout BR’s and parameters. Cube Properties - Calculation No changes from the default. Cube Properties - Business Rules TXP_BusinessRules is the primary Finance Business Rule assigned as Business Rule 1 to the XFW_TXP Cube. This Business Rule set provides most of the tax provision functionality for calculations in the Cube. Other Business Rules may be assigned, as necessary. This BR may need to be moved to Business Rule 3 if member formulas are required to execute first. See also: Data Unit Calculation Sequences (DUCS) in the OneStream Design and Reference Guide. Cube Properties - FX Rates In the FX Rates section, note the use of the TXP_YTDAverageRate type that was created earlier. Cube Dimensions The XFW_TXP_Entities dimension is provided based on the XFW_TXP_Entities Dimension included with Tax Provision Blueprint. The Cube Entity Dimension assignment may be changed if the customer’s design decision is to use an existing Entity Dimension for a Legal or Tax reporting structure that is actively used and maintained in the OneStream Financial Model. Changing the assigned entity dimension may require updates to any references for XFW_TXP_Entities Dimension in Business Rules, Cube Views, Dashboards or Parameters. The Scenario Dimension assigned may also be the same as the Finance Cube. The two required Tax Scenarios (TXP_Actual and TXP_ActualRTP) with their specific attributes would need to be added. Make sure that the Scenario Settings are set up appropriately. The (Default) scenario type option is only used for the Entity and Scenario dimensions. The remaining dimensions are defined at the “Tax”, “ScenarioType7” and “ScenarioType8” (if current year Forecast scenarios are used) scenario types: Below is a summary of the Cube Dimensions and their expected modification status. Note that UD5 and UD6 are not currently used. Cube References This section is currently not used for Tax Provision Blueprint. This area may need to be updated in the case of a Linked Cube Financial Model design. Data Access This section is currently not used for Tax Provision Blueprint. Integration This section controls the Dimensions that are updated with the Import Input Type in Workflow and the columns of data that appear in the Stage database when imported data is viewed. It determines the order of processing Dimensions and which Dimensions are turned on for data integration. If one Dimension must process before another (rare case), the transformation sequence can be changed. All integration settings are defined at the “Tax”, “ScenarioType7” and “ScenarioType8” scenario types.Can I Rename the "XFW_TXP" Tax Cube?
Simply put - No. The Cube name is used throughout the entire application. We recommend that you also use the cube name “XFW_TXP” in your application. The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 41. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Tax Cube Setup - XFW_TXP" Cube - XFW_TXP The XFW_TXP Cube is the organizational structure that holds the Tax Provision Blueprint data. Related XFW_TXP Cubes may need to be created for OneStream Linked Cube application designs if entries are necessary on the Cube References tab of this Cube (depending on Entity Dimension assigned and if Extensible Dimensionality is in play). If you opt to not use the Cube name “XFW_TXP”, then extensive search and replace will be required on all objects in the Tax Provision Blueprint application. Therefore, changing the Cube name is NOT recommended. There are 780 references to the "XFW_TXP" tax cube name in the Blueprint app. Searching through the application zip file, the break down by file type is as follows: ApplicationDashboards.xml 150 references ConfirmationRules.xml 5 references CubeViews.xml 294 references DataManagement.xml 97 references DataSources.xml 1 reference FormTemplates.xml 0 references Metadata.xml 13 references ParserBusinessRule.xml 0 references TransformationRules.xml 1 reference WorkflowProfiles.xml 219 references If you opt to rename the tax cube, we strongly recommend complete comprehensive testing of ALL functionality.
