Rule Rules - ONLY write rules when necessary.
Rules TIP - ONLY write / use Rules when necessary. OneStream projects should not be a contest to see who is better at writing complex rules. If you must write rules please remember: Unless specified, the calculation will run on Base Entities AND each Parent Entity. Use these lines almost always in your rules. For Base entities only use: If Not api.entity.HasChildren Then For Parent entities only use: If api.entity.HasChildren Then For ALL entities: api.Data.Calculate(“A#Account1 = A#Account2”) There are up to 6 calculation operations in the Consolidation process per Entity. Conditional statements can be added to formulas to limit which Consolidation calculation processes will do something for this formula. For Local currency only: If Api.Cons.IsLocalCurrencyforEntity Then For Translated currency only: If api.Cons.IsForeignCurrencyForEntity Then For Parent-Child Relationship levels: Api.Cons.IsRelationshipLevel returns True for Consolidation level being OwnerPreAdj, Share, Elimination or OwnerPostAdj. For best performance, use Remove Functions – Zero and No Data Can be used in a Member Formula or a Business Rule. RemoveZeros Function removes data cells with cell amount of 0 from data buffer AND removes data cells with cell status of NoData from data buffer. RemoveNoData Function ONLY removes data cells with cell status of NoData from data buffer (data cells in a Data Unit). When declaring variables in a member formula or business rule, ensure the variables are within the calculation conditions to avoid unnecessary code execution. TIP 2 - Don’t Stack api.Data.Calculate Functions. Let's say we need to calculate data for the dimension members below. What shall we do? Use a filter; don’t be afraid to create alternate groupings. Use member filters to perform the same calculation logic for multiple members. Use the hierarchy to drive calculations. Reduces the number of times the Data Unit is called into memory and the number of times data is written back to the Cube. Avoid referencing a user's workflow POV in stored formulas: Finance rules can and often do run outside the workflow. Instead of the above - do the list below. For more information: OneStream Finance Rules and Calculations Handbook. Level 2: Financial Model Rules course.Microsoft Power BI vs. Excel: A Comparison
Power BI is Not Excel 😊 Microsoft Power BI vs. Excel: A Hilariously Technical Showdown Purpose and Functionality: Think of Microsoft Power BI as the flashy superhero of the data world, designed to turn boring numbers into eye-popping, interactive dashboards and reports. It’s the show-off cousin who just got a sports car. Conversely, Excel is the dependable, slightly nerdy sibling who’s been around forever, excelling (pun intended) at data entry, analysis, and complex calculations. The trusty old sedan has seen it all and done it all. Data Handling: Power BI is like a data-hungry beast that devours vast amounts of information from various sources – clouds, databases, and even the web's dark corners. It’s all about real-time munching and crunching. Excel? Well, it's the meticulous librarian of data, handling large datasets with care but getting frazzled if you dump a truckload of info on it simultaneously. It’s great for detailed work, but it prefers its data to be served in manageable portions. Visualization and Reporting: Power BI is the Picasso of data visualization – dragging, dropping, and creating interactive masterpieces that make you go, “Wow!” While competent with charts and graphs, Excel is more like your high school art class. It can make things look good, but it’s not winning any gallery showings. Power BI’s dashboards are so dynamic that they jog when you click on them. Collaboration and Sharing: Power BI is the social butterfly at the party, effortlessly sharing dashboards and reports through Power BI Service, embedding them into apps, and updating them in real time. It’s always up-to-date and ready to mingle on your phone. Excel, bless its heart, tries its best with Office 365 sharing and collaborative editing, but sometimes it feels like sending out invitations via snail mail. Advanced Analytics: Power BI has been hitting the gym with AI and machine learning, flexing its muscles to uncover patterns and predict trends. It even shows off with R and Python integrations. With its powerful functions and add-ins like Power Query and Power Pivot, Excel is like the seasoned chess player – brilliant at what it does but not ready to jump into the AI and ML ring without serious prep. Conclusion: Power BI is the flashy, tech-savvy hero in this epic battle, ideal for real-time visualization, advanced analytics, and collaborative reporting. Excel remains the stalwart, detail-oriented veteran perfect for intricate data analysis and spreadsheet wizardry. Both tools have unique charms and are best used to make your data journey as entertaining and efficient as possible. So, why choose one superhero when you can have the whole team? Coming soon: Power BI OneStream Connector.Fact or Fiction? All Scenarios belonging to the same Scenario Type must have the same Formula...
All Scenarios belonging to the same Scenario Type must have the same Formula assigned Question Credit: Janice Kirkbride Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? The Formula for Calculation Drill Down will impact consolidation performance
The Formula for Calculation Drill Down will impact consolidation performance. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? You can only enter data for up to 12 months in any given Workflow.
You can only enter data for up to 12 months in any given Workflow. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? Scenarios always must utilize the FX rates on the Cube
Scenarios always must utilize the FX rates on the Cube Question Credit: Parker Laabs Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? I can use global variables
Statement: I can use global variables. Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? I have People Planning in my application, I can set this up so that only some...
Statement: I have People Planning in my application, I can set this up so that only some people can see the data – and not the CFO admin Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!
Fact or Fiction? To be able to use them in Task Scheduler, you must organize your DataManagement...
To be able to use them in Task Scheduler, you must organize your DataManagement Steps into Sequences. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases
