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March 21, 2025

Consolidated Annotations

  • March 21, 2025
  • 1 reply
  • 0 views

Hi.

 Is it possible to make annotations in the UD1 dimension and have them roll up to the respective legal entity (at consolidated level)?

A challenge I'm facing is that only specific base members under the UD1 dimension reference the legal entity in the text field. How can I manage this so that only the relevant regions (that reference legal entities) contribute to the commentary at the consolidated level?

1 reply

March 21, 2025

If you search One Community for either:

  • Aggregate Annotation
  • Consolidate Annotation

 

You should see several posts that explain this in detail.

Here are a couple examples:

Aggregation of View’s txt fields | OneStream Community

Finance Dynamic Calc: Annotations Consolidations | OneStream Community

It is probably best to search OC and see what exists already to answer this question.