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Christoph
March 31, 2025

Write an amount

  • March 31, 2025
  • 2 replies
  • 0 views

I am having difficulty writing an amount to a prior month via a Finance business rule.  Specifically, for forecasting purposes in the last month of a quarter we calculate an excess amount and then want to spread that amount to the last two months in the quarter.  I can successfully calculate and write to the last month but cannot seem to write to the prior month.  For example, in Q2 as of June calculate the excess amount and then write 50% in May and 50% in June.  Has anyone been able to accomplish something like this?  Thanks in advance. 

2 replies

M
markolainio
April 1, 2025

Time is a data unit dimension and as the calculations run per data units as a default you cannot and should not write outside of the current data unit. However, you can retrieve values from outside of the current data unit. So, I think you could first calculate the value you want to spread to the future month and then you would need to run calculations for the prior months to retrieve the calculation outcome to the prior months. This could be done with custom calculate for example.

Hopefully this answered you question.

H
Henning
April 2, 2025

Hi, in addition to the first answer: I assume you have a periodic setup in your forecast scenario. Changing data in prior months will affect all following months. Here is a great blog post about how this works:

Making sense of the Scenario settings | OneStream Community

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