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January 25, 2024

Drivers Based Forecasting

  • January 25, 2024
  • 2 replies
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How do I see if my OneStream application has Drivers based forecasting? Is it a separate module or workflow profile?

2 replies

January 26, 2024

You can check if there is a dashboard that allows central users to input factors on Forecasting workflow. This kind of dashboard usually contains SQL Table Editor components and some BR functions behind to save SQL table and retrieve factors for calculations.

January 29, 2024

Hello! 

There's not typically an entirely separate area to look for driver based forecasting as the calculations can be built into business rules or dimension members. You can try reviewing the Formula List in the application reports to see what calculations are being run or also pull a business rule report or extract (sorry, not as familiar with this one so I can't list a specifically named report) to determine what drivers might be set up.