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Looking for Best Practices: GetCell Offline Copies, Version Control, and Shared Report Access
We recently encountered an issue where users are unable to save offline copies, (v9.1) which led us into a broader discussion around version control and file sharing for our getcell reports. We’re looking for ideas or best practices from others who have implemented effective solutions to manage the below. What we’re hoping to achieve: - Multiple users able to access the same report simultaneously - A shared experience similar to Google Docs (centralized file access) - Strong version control to avoid duplicate or outdated files - Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration, but we’re hoping to find a solution that is less technical and easier to manage from a superuser/user perspective. If you’ve implemented a process, tool, or solution that works well for your team, I’d love to hear about it. Thank you!AshleeB12 minutes agoNew Contributor III4Views0likes0CommentsDynamic Cubes from Multiple Cubes
Is it possible to build a dynamic cube from multiple cubes? For instance, could I build a dynamic cube that had income statement level data from our month end close cube and summarized headcount data from People Planning? To my mind this is where the power of Dynamic Cubes would really shine.Brooks5 hours agoNew Contributor III25Views0likes1CommentSaving Offline Copy
My team has recently been unable to save offline copies of Excel files that contain XFGetCells + CubeViews. Prior to this, we had no issues and had saved 100+ files offline as part of quarterly reporting. I have seen prior threads where this has been discussed some time ago, and our team has tried updating preferences, saved elsewhere, etc. with no luck. Is anyone else currently having this issue?5Views0likes0CommentsAlias Dimension Property in V9.1
The newest release (9.1) of OneStream introduces the Alias property for just about all of the dimensions. The only place so far where I have found the Alias as being useful is in search. I have not been able to figure out the correct syntax to be able to use the alias in Cube Views, Quick Views or any business rule. My guess is that we are going to have to create a custom business rule that will allow us to call the Alias name and present in a viewable format. Does anyone have an example of where they have been able to display an Alias value in a Cube View or Quick view instead of displaying the default member name and/or description?SolvedRossLikesOS7 hours agoNew Contributor II232Views0likes6Comments- jcooley7 hours agoOneStream Employee7Views0likes0Comments
Export data using a Method Query
Hi I have a method query that returns a data table of roughly 300k of records. Is there anyway to export the result of the method query to a csv file? I'm not keen on using a spreadsheet business rule or a grid view on a dashboard given the volume of records that is being returned. Thanks, MarkSolvedMarkBird12 hours agoContributor III1.7KViews1like5CommentsSecurity Setup for Contractor ID
Hi All, qq--is there a way to disable SSO login for one account. we have one user created in OneStream as a contractor, and now we want to enable that user to login to OneStream application without SSO. Our OS app is configured with SSO sign, so we get a code whenever we login, but i wanted to overcome this to the Contractor id, is there any way that we can disable the SSO login. Any Suggestions pls. Thanks in Advance. Thanks Satish PShape the Future of OneStream Certification: Take the Financial Close Beta Exam
2 MIN READ Early Access February 17 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation from February 18 – March 11. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments. Who the Exam Is For This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including: Reconciliation Control Manager (RCM) Transaction Matching (TXM) Reconciliation administration and reporting Journal entries and adjustments Integration between RCM and TXM components Workflow setup, design considerations, and security Cube attribute and dimension usage Data loading and performance management Why Participate in the Beta Participating in the beta provides several unique advantages: 70% discounted exam pricing Full early access to the complete exam before public release Opportunity to provide feedback that helps shape the final credential A chance to validate your real-world skills across core Financial Close capabilities This is an ideal opportunity for professionals who want to influence final exam development while earning certification at a significantly reduced rate. What to Expect The exam is delivered online only, remotely proctored. Candidates should plan for: Use of two cameras — laptop webcam + mobile device Do NOT use a work computer, as the exam may not function properly Supported browsers: Chrome, Firefox, or Edge A full environment readiness check, including a sample quiz and technical verification A quiet, private testing location with all background applications disabled Awareness that dual monitors are not allowed, though an external monitor may be used if the laptop remains closed The exam includes multiple-choice items and performance-based tasks designed to assess true product competency. Ready to Register? Start the process with the step-by-step guide below: 👉 Registration Guide 👉 Prepare today! Download the Exam Study Guide27Views1like0Comments
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