OneStream Platform Forums

Hi,This is probably not something I can do. But I was wondering if it's possible to automatically lable a tab in excel witht he name of the cube view I download? It would be a great time saver when I'm dowloading multiple cube vews or creating a book. I haven't been able to find anuthing in the Academy site on that. Thanks in advance

Hi Team, We are creating a template in the input form to enter data. Is there any way to suppress the rows with no value while extracting the same form into the spreadsheet? Also can anybody suggest how to retain the spreadsheet format with multiple refresh?

Can we use an aggregated UD1 with a dynamic calc member in the Flow dimension across two cubes?  We have dynamically calculated members called ‘AggDetail’ in Flow Dimension with a rule on member formulas which aggregate base UD1 by entity dynamically.  All our base cost centers (UD1) are in the Financial Detail cube in the dimension library and this ‘FinancialDetail’ cube is called out in the dynamic calc rule. However, we have recently added a new sub parent in flow dimension under the “Financial” cube and it seems like this dynamically calculated flow member “AggDetail” is not aggregating the result for this new sub parent from the Financial cube. This is kind of close critical and see if anyone knows how to solve this in OneStream. If you know the solution, please reply to me here as quickly as possible. Thank you

Hi all,We currently have an issue whereby when we seed our Actuals data to our Forecast scenario we have set up, the Actuals do not overwrite everything as we would expect in that particular month. So for example, some of the forecasted data we loaded via forms in previous months is not being overwritten once the Actuals are imported. So we're having to cleanse the forecasted data in the affected months which is quite time consuming.Does anyone know what might be causing this issue?Thanks,Ged

Hello Experts, We are trying to do some tidying up and would like to delete cube views (and DM jobs etc) in Bulk. Is there an easier way to handle this rather than delete one by one manually? Many thanks Wei

Hello Experts,We have requirements on having the access enabled/disabled for system dashboards/forms channelwise (UD2 members). For this multiple slice security rules were placed on the cube which has been a tedious maintenance task and is probably adding performance impact on the dashboards. We are thinking of replacing the slice security rules via a Finance rule which will set conditional input for selected Entity, Scenario, Time, UD1, UD2 members from super user dashboard, Admin can lock/unlock these intersections via a super user dashboard on a button click. Is there a better alternative for achieving this? Any leads would be appreciated. 

Hi, is there a way to create a data management export in dr cr signage for a trial balance?  We have a UD8 member set up for reporting purposes, but can't seem to get that to work on the export. thanks,Greg

I created Journal template in excel and tried loading via workflow. when I select it through  ,it goes through but nothing happens, meaning it does not get data populated to post it. It does not give any error either. attached is journal Thanks,  

We are trying to "Load Cube" data for a workflow named "WF_Historical_TBReport" and are getting an error message when the procedure finishes.  As you can see, the error message references a different workflow profile all together ("WF_R12_DataLoad").  The  "WF_Historical_TBReport" workflow profile has the "Can Load Unrelated Entities" field set to "True", so we don't believe it is a access issue.  Thanks in advance for your suggestions! 

I am trying to push some data from a sql table back to the cube. I tried to use SetDataCellsUsingUsingCsvFile and SetDataCellsUsingMemberScript. Unfortunately, both function works for the Origin Forms but not Import. Could anyone kindly provide me with a working example? Thank you   Kai

Hello OneStream Community, I am posting this to gather some knowledge on what others are doing today in regards to managing APIs for your internal customers (primarily focused on Outbound integrations).  Feel free to use the topics below for this forum (not mandatory).  All ideas are welcome. Topics: - Best Practices - Api Management Software - Environment Considerations - Security  Thank you in advance for sharing.  - Clifton

Happy inflation and recession (aka layoffs) everyone <silly grin> How do you handle a sale of a division in your company to other corporations? For example:  We have a Division1 selling widgets. It is under a consolidation roll-up for external reporting purposes. After we sold it, we want to stop tracking its history of transactions, so we create another member in Entity dimension called Division1_sold, put it under a different 2nd roll-up in Entity dimension.  We need it to track and wrap up any costs/ revenue pertaining to Division1 that is no longer ours, and so we don't want to report nor consolidate it under the first roll-up.Is there a more elegant way to solve this problem?  I see that OneStream allows us to set up for each member (such as Division1) that has  a date when 100% consolidation begins and ends.Thank you for your advice. I'm in SLO California. If anyone lives near me, let's meet up for lunch - my treat!!

Acceptance Criteria: Definition of fixed, expected behaviour I created this enhancement request with 1Stream - do you agree with me ?  Do you have any suggestions to improve 1Stream design? Presently, we have to create workflows under OnePlace > under cubes. That does not make sense as a workflow can update different cubes and report from different cubes.Why not remove this Workflow hierarchy under Cubes?  Instead,  give us a new Workflow explorer- where we can customize our own folders to contain Workflows. For example, one folder for Planning WF, one for Budgeting.

One employee was terminated in June; however, calculations are being done all throughout the year (1-12). Should be zeroed out from July to December. (In Plan Reports) How do I ensure that calculations are made from January to June, but zeroed out after July until the end of the year?    

Good afternoon, as my corporation works through developing our application, we've copied our application a few times to ensure new upgrades don't interfere with existing working solutions. When copying the application today with a SNOW ticket, I received the following message: "Application will be created as a production application. Long Term Retention policies are applied to all production applications so additional costs will be incurred." Our cloud application only has one environment: production. What kind of costs are associated with having multiple applications? is this something I should be careful about to avoid getting a bill from OneStream?

Originally posted by Rich House4/22/2020 Hi, can I do this in transformation rules. I have cost centres 10001, 10002, etc. in the source in OS I have CC_10001, CC_10002 etc. Can I write a mask rule that says rule expression * and target value CC_*?

Happy start of recession and layoffs, everyone !!  😋 We need to import flat file that has a row of header followed by rows of data like this: |R|Year|AA|BB|Account  |cc|dd|ee|      |0|2022|  99,953,899.56-|      | account123   |          |     ||| Do you have a sample BR that reads this text file and  return the Column Number of unique header AA?  BR should return the number 3.

Within the Dimension library, is there a way to start collapsed vs. expanded.  even if you collapse the top, when you expand down, the children are not collapsed but still expanded.  We have some very large Dim's with many levels and it is hard to visually find what I am looking for.  Would love to be able to start at the top and expand down (like you can do in excel). Is there a default setting somewhere I can change.

Hi, I found this post from a year ago.  Has the solution mentioned been added to the product?  I have this exact situation and looking for the easiest solution. thanks, Greg   https://community.onestreamsoftware.com/t5/Office-Hours/How-do-you-clear-elimination-records-for-parent-members-that/ta-p/1224   Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourApplicableYear].DescendantsInclusive and then force consolidate. This will clear the elimination data for the parent (but also the data for the children entities). Then, the parents can be deleted/removed as needed. Note: There is a pending update to the product to address this in a future release.

Hello,I haven't yet found how to extract at once, all the Workflow Profiles for all entities for a single task.For instance, I need to extract the "import XLS" task for all entities, and not select the WF Profiles task entity by entity.In the module Load/Extract, it does not seem possible.Do you know how to do it ?Thanks,Regards,Harry

Is there a way to apply security on the records inside a Register ? For example I have 10 Entities and 10 Workflow Profiles with distributed registers built, Now inside the Registers there is a column for CostCenters. There are around 10-15 CC's. Users specific to CC should only see their records in Plan Register table. Is that possible ?

Is there a way to reference the contents of a spreadsheet created in OneStream via a business rule? I am trying to build a logic that will reference cells on the created spreadsheet in my BR.

In our people planning when you hit Complete on the Workspace it automatically goes through the Import, validate, Load steps.  Is there any way to do this when you start with Import, Forms or Journals and have it only stop if there is an error?  It would be much nicer if the user could kick it off and go do something else and have it be done when they get back.

Hi I want my UD3 value to be None for all BS and Revenue Accounts and then only look to the department to the 1:1 mapping if it is an expense.   I created composite rules that have for an example the expression A#[1*]:UD3#[*] with an order of zero and then the 1:1 mappings with the order of one but it still finds the 1:1 rule first.    Does the order only work within the Type and they always trigger 1:1 types first?  If that is the case an recommendations?  PS we are currently doing this in the data source but we run into a problem when we have a new account that they have to reupload the file again so that it knows what the account mapping is.  I figured if I put it in the UD3 transformation that the account transformation would have already happened.Thanks in advance!

All,New to OneStream but familiar with other tools in the space.  One request recently from a user was for a functionality similar to that of the "Personal Sandbox" capability within IBM TM1 / Planning Analytics.  This functionality allowed a user to easily create a new scenario that allowed them to perform what-if analysis and once complete, discard the scenario or (permissions permitting) push the new data back into an existing scenario.Any functionality or approaches like this available in OneStream?Thanks!