Monthly vs Quarterly allocation of accounts
Hello, We are trying to automate a simple allocation of specific corporate expense accounts. The accounts allocate to different business based on their contribution to total GP. I currently have two calculations: Account Dynamic Calc - BU GP / Total GP, giving the business GP% UD8 Dynamic Calc - GP% * Corporate Expense Account, giving the expense to be allocated to each BU I run into an issue when data is pulled as either QTD or YTD. As an example, if someone is to pull the data at 2025M3/QTD, it will calculate calculate a separate GP% for the QTD information and complete the calculation. This creates a discrepancy when looking at data monthly vs. quarterly. Instead, I would need it to add together months 1-3 for consistency. (See below table for reference) Is there a way to make a dynamic calculation calculate only at the monthly level and instead aggregate months for other view selections (QTD/YTD)? What is happening What I need Calculation QTD GP * QTD GP% M1 + M2 + M3 MTD M1 M2 M3 Q1 / M3 QTD Q1 / M3 QTD Business GP 100,000 400,000 200,000 700,000 700,000 Total GP 500,000 1,000,000 900,000 2,400,000 4,300,000 GP % 20.0% 40.0% 22.2% 29.2% Corporate Expense 10,000 50,000 20,000 80,000 Allocation 2,000 20,000 4,444 23,333 (29.2% * 80,000) 26,444 (M1 + M2 + M3)
While consolidating on Top level getting error in Stored Calc
HI Team, We have created a stored calc and it is working fine at Base and parent entity level, but when we are running at Top entity level and my Time is 2028, at this i am getting below error. could not able to figure it. Can you please help us resolve the issue.
UD8 Dynamic rule to hide derived values. Does anyone have an example of this UD8 calc?
•You can set a text color on the Cubeview (i.e black) so all values show in a single colour, which would override the default grey/black. •You can also use a UD8 dynamic rule to hide derived values in future periods, if necessary.Databuffer not working in an WS Assembly rule but is working in a Business Rule
Hi, I ran into an issue that a data buffer rule does not work in a workspace assembly but does work in the Business Rules area. The data buffer rule is the one found in this forum topic and is relatively simple. See link. Question: Is there an option to clear non-calculated data in a “bulk” (as known from hs.clear) other than looping through the data buffer and use “SetDataCell” (which has a higher performance impact)? The “ClearCalculatedData“ is not impacting input/imported data – right? | OneStream Community I have this rule in an existing custom calculate rule in the assembly and the rule fails to get the source data buffer. I take this same rule and include it in a new Business Rule and it runs fine. Rules that work in the business rules should work in assemblies also.
Invalid destination data unit in script
I'm making my first attempt at using the DataBuffer to perform a data copy from a source scenario to a destination scenario. This is being done through a Data Management (DM) step and a Custom Calculate business rule. To keep things simple for this initial version, the input values are hard-coded. Dim dbSource As DataBuffer = api.Data.GetDataBufferUsingFormula("S#Budget:T#2026M7:A#CF101:O#AdjInput:E#ES", DataApiScriptMethodType.Calculate, False) Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("S#Forecast_Q2:T#2026M7:A#CF101:E#ES:O#AdjInput") api.Data.SetDataBuffer(dbSource, destinationInfo,,,,,,,,,,,,,False) Appreciate any inputs to fix this. Thanks
FilterMembers syntax (: vs ,) and base clearing when using GetDataBufferUsingFormula
I’m working on a custom clear process that clears cube data using GetDataBufferUsingFormula() The goal is to dynamically clear data for all base members under the current POV (Entity, UD1-UD4) by expanding any parent members with the .Base suffix. In other words, I want to make sure every dimension in the POV (Entity and UDs alike) is ultimately resolved down to base members before the clear runs. Here’s a simplified idea of what I’m doing: Dim filterString As String = String.Join(":", intersectionParts) Dim fullFilter As String = $"FilterMembers({filterString})" Dim sourceBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula(fullFilter, DataApiScriptMethodType.Calculate, False, destinationInfo) The process builds a FilterMembers() expression dynamically, retrieves the buffer, and sets all cell amounts to zero to perform a clear. However, I’m facing two issues: Some child members aren’t being cleared, even when I use .Base on their parent. I’m not fully sure about the correct syntax for FilterMembers, should the dimensions be separated by colon (:) or by comma (,)? What’s the real difference between the two, especially when dealing with multiple parent members or nested intersections? For example, if I have three parent members in my intersection, I might build something like: FilterMembers(E#MyEntity.Base:U1#ProfitCenter.Base:U2#Location.Base) But it’s unclear whether that colon syntax is correct, or if it should be comma-separated, or another thing is, the use of square bracket...since some base-level data doesn’t seem to clear. Could this be a syntax issue with FilterMembers, or could the problem come from how I’m constructing or passing the intersection into GetDataBufferUsingFormula()? Any clarification or working example for multi-parent .Base expansions with FilterMembers() would be a huge help. Thanks in advance!
Create a parameter to determine the initialization status of each forecast?
Hello everyone, We have set up a monthly forecast that is compared to the budget or actual figures in different cube views. We currently use a parameter to select the forecast month in each cube view, but I would like to remove it and have the latest forecast for the year or year N-1 displayed automatically. I have created an XFBR that retrieves the holding company's turnover for each of the 11 forecasts (January, February, etc., November) and displays the forecast closest to December with a turnover. The problem is that not all users have access to this company, so the BR does not work for them. I could change the BR to add companies to it so that it works for all users, but I find that cumbersome. Is it possible to save a value (X or 1) in a variable when initializing the forecast so that the BR can query this variable based on the Time scenario and thus know which forecast has been initialized? How do you do this in your OS?account is not translating
Good afternoon, I need help with translating a balance account. We set it up to calculate job to date and load its local currency value, then I wanted to translate it using a job to date rate (also setup as the balance account). The formula attached to the account is for every foreign base entity executes this: api.Data.Calculate("A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#USD = RemoveZeros(A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#Local * A#JTD_FX_RATE:V#YTD:F#EndBalLoad:U8#None:C#Local)",,,,,"U1#Active.base") The problem is that when I set the original account with Formula Pass then I get an error during the consolidation suggesting the invalid destination data unit in script. When I don't attach any Formula Pass then nothing happens at all. Any suggestions what I miss or how else balance accounts can be translated? Thank you, Ola
