OneStream XF - Scenario Properties: Settings

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Publication Date: 07/16/2019
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OneStream XF does not limit the amount of Scenarios users can have for a specific Scenario Type. Usually, organizing Scenarios is based on formulas and by creating 1 formula by Scenario type, it will effect all the Scenarios of that specific Scenario Type. To make an exception for a Scenario, you must specify it in the business rule or formula.


Usually, OneStream XF will have the input frequency as monthly (this is the most common setting). However, apps that use weekly Scenarios must be changed from monthly to weekly. The default view for YTD Scenarios is best set to YTD, whereas Periodic Scenarios should follow the Periodic view. If View is not specified however, then the default view setting is generally used.

In Onestream XF, the default setting for retaining next period data is set to True. Ideally, companies should avoid changing this setting if possible (ex: it should be changed to false if companies need the entire year to be reloaded every month).


As a default, the consolidation view in OneStream XF is set to YTD. However, it should be adjusted to be Periodic for Periodic scenarios. Because the default is set as YTD, eliminations are usually stored as YTD (and likewise with Periodic).

If setup is the default (YTD), then IC accounts without data should carry a value of 0 for eliminations. For companies that use Periodic instead, IC accounts without data will still have activities that helps offset the 0 YTD for eliminations.


Need help implementing OneStream XF? No worries - our consultants at Paradigm SES are well-versed in EPM software and can help your company successfully implement OneStream XF. Feel free to contact us for more information and details. A consultant will get back to you shortly.