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How can I force a delimited data source to not skip blank values in an Amount field?
I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit. QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank. If there is a credit value in the credit column, the debit column is blank. This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load). I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped). I'm using a Parser Business Rule to return the net amount (debit column 2 minus credit column 3) for the Amount value, but the records where the Debit column is blank never make it to the parser rule (e.g. accounts 1170, 2000, and 2002 in the screen capture of the source file) because of OneStream's built-in Non-Numeric Amount preprocessing. I've tried various combinations in the Substitution Strings settings, hoping to find one that replaces the empty field with '0', but with no luck. I've tried all of the following Find combinations (the '$-' does successfully produce a 0 by the way). And yes, I know the documentation lists |Null| as a valid Replace value, not a Find value, but I thought I would try it in the Find string just to see if it worked: $-^ ^$- |Null|^$- $-^|Null|
Now Available: The OneStream Certified Specialist Financial Close Exam
2 MIN READ The OneStream Certification Program is pleased to announce the availability of the OneStream Certified Specialist Financial Close exam! Individuals who successfully earn the OneStream Certified Specialist Financial Close certification are capable of performing Financial Close tasks such as, using Reconciliation Administration, TXM administration, adjustments and journal entries, TXM and reconciliation reporting, data splitting, etc. They are knowledgeable in basic accounting and/or finance principles, have a general understanding of CPM principles, and are ready to be staffed on their first Financial Close project. OneStream Certified Specialists in Financial Close have hands-on experience with the OneStream platform and a track record of successfully providing support or enablement. This exam is based on four courses in the OneStream Solutions series and the OneStream Essential Series: Getting Started with OneStream OneStream Solutions: Implementing OFC Account Reconciliations OneStream Solutions: Implementing OFC Transaction Matching OneStream Solutions: Integrating and Automating OneStream Financial Close (OFC) To prepare for the exam, including exam objectives, learning of recommended courses and real-world experience, download the exam study guide. Register today by logging into CertMetrics and SSO to TestWise! Delivery Type: Remote, Live-proctored via webcam Exam Fee: $1,000.00 USD Duration: 2.5 hours Number of items: 60 to 70 Multiple Choice and 4 Performance-based Tasks Language: English Digital Credential: Yes For any additional questions, please contact the Certification Team by opening a ServiceNow ticket with credentialing. Thank you to the Exam Subject Matter Experts and Contributors! The OneStream Certification Program thanks the following subject matter experts for their valuable contributions throughout the exam development process. Without their dedication and expertise, this exam would not have been possible. Aaron Bolshoun, Compintelligence Cindy Eichner, Finit Daniele Rusconi, Deloitte Dimitrios Christodoulopoulos, Pryzm Global Eric Hanson, OneStream Heather Upton, OneStream Jannesa Zhang, OneStream Justice Dzama, Inplenion Michelle McDevitt, Compintelligence Nicky Baretta, OneStream Patrick Bischof, 4 Solutions Raj Chaudhury, Sky Roq Robinson Wise, Compintelligence
Adding comments in cube view in front of calculated row
I’m working on a Cube View where one of the rows is a calculated row (using CVR / GetDataCell to derive the value from other rows). The users want to be able to enter comments directly in the Cube View in a column that appears “in front of” (or next to) this calculated row. Has anyone implemented comments or text entry against a calculated row like this? Specifically, I’m trying to understand: Whether it’s possible to add comments to a CVR-based calculated row (where the numeric data is not stored, only calculated at runtime). If not directly, what design patterns are recommended? Any examples of Cube View layout or member/filter tricks that let you show a calculated row and a comment entry cell side by side for that row. Environment is OneStream version 8.5.3, and this is a standard Cube View used for reporting (not a custom dashboard). Thanks in advance for any ideas or examples.
Issue in adding data to LIM WF model
In LIM WF model, I have created register with only 7 fields, Start Date, End Date, Entity, Employee id, Position id, FTE and Base Salary. Created two accounts FTE and Base Salary to copy data to people cube. Now when I am trying to add row, it is not adding any data in but its not showing in register. If i check database table I can see data. Earlier I have uninstalled LIM and WF multiple times to check if the issue gets resolved but still in same place. Any help will be good.
Scheduled Monthly Reports
Does anyone know where I can look to start getting a better understanding of automatically scheduled monthly reports or packages? We have several Business Units that all look at the information a bit differently. Any suggestions on what has worked for your Business Leaders in regards to what they see each month?
Title: Genesis Error Occurring for Some Users with Identical Access Rights
Hello, We are experiencing an intermittent Genesis error. All default values appear to be correctly configured, but the error is triggered for some users and not for others, even when they have the same security roles and access rights. The issue is also not tied to a specific report, as it can occur on different reports depending on the user. Has anyone encountered a similar issue? Example error message: We also noticed that when we remove the link between the Content and Main workspaces, the issue is resolved. However, this workaround does not work for all affected users. Thank you for your help.CPM Express IFRS (PV930 SV100) was released on June 9th!
1 MIN READ The Express Development team is excited to share that CPM Express IFRS (PV930 SV100) was released on June 9th! What’s new in IFRS? This latest release delivers greater transparency and control for finance teams, introducing the Consolidation Helper for clear audit trails into elimination and consolidation entries, a detailed documentation around the consolidation engine, an enhanced Consolidation Hub to handle proforma and what-if, Intercompany Matching at the transaction currency level, along with reporting, performance, and usability enhancements. Want to learn more? Read: Review of the release notes and product documentation on the Solution Exchange. Want to get involved? If you are a customer and are interested in how CPM Express is used, please contact your implementation partner or Customer Success Manager. If you are a partner and would like to learn more about CPM Express, please contact your Partner Alliances Manager. Looking for Training? Instructor-led training is coming at the end of June, watch for more details in Navigator. Have feedback? If you have feedback or receive it from customers or prospects, please share it with the team via this link so we can continue improving the solution.Course Announcement: Designing Dashboards for the Modern Browser Experience (MBE)
1 MIN READ This course is intended for administrators or consultants who want to build dashboards that can be used with the MBE. It covers dashboard design approaches, practical considerations, and explores how Smart Links can be used to share dashboards Delivery Types: On-Demand (OD) Duration: 1 Hour, 30 Minutes Availability: This Course is Free Course Link: Designing Dashboards for the MBEIn the Windows application, is there a way for the Zoom to default to what was last selected – each page has a different zoom setting and each session requires users to set the zoom again.
Answer This has been submitted as an enhancement request (TFS 7944) and APPROVED for a future release…release date/version TBD. Source: Office Hours: 2019-08-22
