Preventing YTD true up for Attribute Member?
Hi, I've set up Attribute Members in my application. They are using Text fields in my UD3 dimension and the Attribute Members are in my UD6 dimension. For default Text values, it works great. However, if I want to make a time-dependent change, it does a YTD true-up on any values. For example, let's say I have a member "Member1" with the default value "Smith" and 1,000 per month. If I want the Text value to be "Jones" starting in M4, I make that change in the Text field for that period. When I view the data, the Smith row will have 1,000 for 3 months and then -3,000 in month 4 and the Jones row will have 4,000 in month 4 and 1,000 per month after that. Is there any way to prevent that YTD true up? I just want the amounts to stop for Smith and start for Jones without the true up?
usage of Aggregated member from Consolidation dimension
At the moment the Aggregated member uses the IsConsolidated property to aggregate or not. Do I have any option if I wanted to aggregate a member but not consolidate it? With the introduction of the new member Aggregated, is there going to be a IsAggregated property created or will it always work with the IsConsolidated property? ThanksUsing Variance Explanations and UD8 (Dynamic calc periods) together
Originally posted by Felipe Alcorta Hello: We'd like to incorporate variance explanations into our cube views. If the cube view shows one periodic comparison (e.g. Jun YTD CY vs June YTD PY), we have a corresponding dynamic calc that calculates the variance and we can use the (out of the box) variance explanation from the View dimension in order to have comment/explanation functionality. However, if we have multiple comparison period in the same column template/cube view, we are unable to. If we take the same approach as one periodic comparison, the same comment would appear in both comparison columns since there's nothing to distinguish which periodic comparisons are being explained against. We tried using a placeholder UD8 elements (no formulas) in addition to the variance explanation from View dimension but OneStream says it's an invalid cell. Advice?
Process for closing entities
Hello! What is your process for closing entities? Do you rename them or mark “Is consolidated” as false or do something else to discontinue them? We’re working through creating an official process for closed entities so I was wondering how other folks deal with clearing out RE or other account calcs or otherwise officially close entities. Appreciate any input! Thanks!
Can a Data Mgmt Data Extract step be saved somewhere other than under that user's folder?
When running a Data Mgmt Data Extract step, you can chose where you want the file saved: However, the name you provide always starts under the File Share\Applications\[App Name]\DataManagement\Export\[User Name] folder. So, the above extract would show up as File Share\Applications\MyApp\DataManagement\Export\Phil\20211202\CubeData.csv We need these extracts to be available to users who do not have access to the individual user folders on the File Share (i.e. - they aren't Admins) Is there a way to have the Data Extract saved to a truly user defined location, like Application Database\Documents\Public\DataExtracts? How could this be done? If you run the extract from a business rule are there arguments you can pass into the data management call to override the export path? Or is there a way to programmatically move the file after it's been created? Thanks,Carryforward V#Annotation Inputs
Hello, Wondering if there was a way to carryforward V#Annotation inputs on BalanceRecurring Account Types (or any other Account Types) similar to how a V#Periodic input is carried forward on BalanceRecurring. For example, we have the users selecting a text string in a data cell and would like that data cell to be carried forward when saved. When we click save on this BalanceRecurring Account, the text string doesn't carry forward months because no value is being stored at V#Annotation. V#Annotation: However, we can change the parameter to have the value of a MemberID (Integer) which stores the value at V#Periodic and displays the String. At V#Periodic, this carries forward that string which is our end goal. V#Periodic: Due to the nature of the tables supporting these custom dropdowns, we would prefer to be at V#Annotation and carrying forward text strings that way. Has anyone encountered this or have solution to carryforward V#Annotation inputs?
