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January 15, 2026
Question

How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream?

  • January 15, 2026
  • 0 replies
  • 0 views

Hi Everyone,

I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data.



Key points:

  • Adjustments must tie to Actuals by Company, Account, and Month
  • Each adjustment includes:
    • An Add Back Category 
    • An Add Back Name, which is free-form text and can vary monthly
  • I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name

My questions:

  1. What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream?
  2. Should Add Back Name be a UD member with auto-create, a text attribute, or something else?
  3. How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name?
  4. How can I ensure adjustments roll up correctly and maintain data integrity?
  5. Any recommendations for validation, governance, and reporting for this kind of adjustment detail?

Thanks in advance for your insights!