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SamKing
Member
June 21, 2022
Solved

Transformation Rule based on a different column in the source

  • June 21, 2022
  • 5 replies
  • 1 view

Hi All,

We're currently trying to map IC relationships in the transformation rules where the source data doesn't contain this field. We can map this based on the GL account from the ERP system but just unsure on how to do this in OneStream. Essentially we'd like to use 1-1 mapping but based a different column other than the IC in the source, is this possible?

Thanks,

Best answer by db_pdx

Hey SamKing: yup, OneStream has you covered.  This sounds like a standard Composite Transformation Rule.

Your rule expression will include both the target dimension (IC) as well as the dimension which can be used to identify the mapping (Account, in this instance) in the format of: A#UniqueAccount:I#*.  Specify the I# target as the Target Value

This can be read as, 'anything from A#UniqueAccount from any I# should map to the I# Target Value'

Cheers,

-DB

5 replies

D
db_pdxAnswer
Contributor
June 21, 2022

Hey SamKing: yup, OneStream has you covered.  This sounds like a standard Composite Transformation Rule.

Your rule expression will include both the target dimension (IC) as well as the dimension which can be used to identify the mapping (Account, in this instance) in the format of: A#UniqueAccount:I#*.  Specify the I# target as the Target Value

This can be read as, 'anything from A#UniqueAccount from any I# should map to the I# Target Value'

Cheers,

-DB

    N
    NicolasArgente
    Veteran
    June 22, 2022

    Hi there, 
    On your source file, the account will give you the IC member? If this statement is correct, then in your datasource, you can map your Account column to your IC dimension. After than you simply use a transformation rule where you transform your A# Member (which will be Account) to your IC members 
    Please give a kudo if it helps.

      C
      OneStream Employee
      ChristianWOneStream Employee
      OneStream Employee
      June 22, 2022

      In addition, there are two snippets showing you samples how to do it using a business rule:

      ChristianW_0-1655888853656.png

      ChristianW_1-1655888900882.png

       

       

      A
      AllenMorrison
      Newcomer
      June 22, 2022

      Sam.  this should be as straight forward as referencing the account column as the IC dimension in the data source...then mapping 1 to 1 in the transformation rule.  Doesn't seem like you need anything fancy at all.

      S
      SamKingAuthor
      Member
      June 22, 2022

      Thank you all!

      I've used the rule expression suggested by db_pdx and this has worked perfectly.

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