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Manjunathak
September 15, 2023
Solved

Data copy to new expense account

  • September 15, 2023
  • 6 replies
  • 1 view

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Best answer by aricgresko

Maybe take an alternative approach to this... rename the existing expense account to the name of the new account.  Then, if you still need the existing (old) account with no data, recreate it.  Note: this would require you to delete the newly created account before you rename the existing.

6 replies

A
aricgreskoAnswer
September 15, 2023

Maybe take an alternative approach to this... rename the existing expense account to the name of the new account.  Then, if you still need the existing (old) account with no data, recreate it.  Note: this would require you to delete the newly created account before you rename the existing.

M
ManjunathakAuthor
September 16, 2023

This will fix the current problem, however still i am curious to know how we can copy by accounts.

J
JackLacava
September 16, 2023

A simple Custom Calculate rule. The OneStream Finance Rules and Calculations Handbook has a lot of examples.

K
Kamila
September 18, 2023

Best to use api.data.calculate()

M
matt515
September 18, 2023

api.data.calculate("A#Account2 = A#Account1")

The left side of the calculation is the destination and the right side of the formula is the source. The examples in the book show you can calculate something like A#Sales =  A#Price * A#Volume

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