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Tech Talks After Hours: Genesis Solution Packaging Kit (SPK) from Scratch - Pt. 2
Join Tony Mallardi and Tom Linton as they "develop developers" in this series covering SPK fundamentals, combining practical architecture guidance with a hands‑on build to strengthen confidence and fluency with the platform and supporting Solution development! To receive OnePoints for watching this Tech Talk video, please visit the link below: Tech Talks After Hours: Genesis Solution Packaging Kit (SPK) from Scratch - Pt. 2
Linking external Excel Spreadsheet to cube view input spreadsheet
Hi all, I'm building a cube view which includes pre-filled columns including 12 months for CY budget, PY actuals and columns for YTD actuals. Additionally, I have included all future months in the year to be for the Forecast scenario for users to input. I have embedded this cube view into a spreadsheet form, so that users can either directly enter their forecast numbers into the spreadsheet in OS app, or it can be opened in Excel for users to complete outside the system. When I open the file in Excel, the CV correctly works and refreshes, and submission correctly writes the cells back to Onestream when FCT1 numbers are entered. However, I am stuck on one thing - is there a way to update the Cube View form cells by referencing other cells in another spreadsheet, or in the workbook? I can link 1 cell individually, but once I reference the cell, it automatically converts to a number and I cannot autofill any formula link to the remaining cells. Most users will either be wanting to link to the budget numbers and adjusting those, or workings they have in their own spreadsheets. I know another option is to use setcells, but I am trying to avoid this method if possible for this purpose. Happy to hear of any thoughts, maybe I'm missing something simple. Able to link 1 cell: Converts immediately to a number and unable to drag cell reference down: Thanks AndrewPOV Actions
Hi all, I've found a different behavior between 8 and 9 releases of OneStream, related to the "Change Workflow" POV Action on a ComboBox component. In a Dashboard I have 2 combo boxes with the ebove mentioned Action: Select Scenario => Set WFScenario Select Time => Set WFTime In rel 8, when I select values in the combo, things works as expected: the WF variables changes and I DON'T exit from my dashboard. In rel 9 (9.2.0.18004), whenever I change one of the combos, the current dashboard lose the focus and I get redirected to the Workflow page. Why this behavior has changed ? Is there any workaround ? TIA FabioG
Excel add-in V9: Not able to drilldown
We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?
Best Practice to Clear Stage Data Globally and Cube Data for Selected Entities
Hi Team, I’m looking for guidance on the best approach to clear data in OneStream. My requirement is twofold: Clear all data from the Stage area For a selected set of entities, clear both Stage and Cube data I’m particularly interested in understanding the most efficient and recommended way to handle this, while ensuring data integrity and minimizing any unintended impact. Specifically, I would appreciate insights on: Recommended methods to clear Stage data globally (e.g., via Data Management steps, Business Rules, or utilities) The best approach to selectively clear Cube data for specific entities Any considerations around workflow locks, data unit locking, or audit/history implications Performance best practices and recommended sequence of operations If anyone has implemented a similar requirement, I’d love to hear your approach or any lessons learned. Thanks in advance for your help!*RESOLVED* Known Issue Report & Workaround for Community Pages Not Loading
1 MIN READ This issue has been resolved The OneStream Community team is aware of an issue that impacts the usage of the IdeaStream and User Groups for all OneStream Community members. We are working closely with our platform vendor to publish a patch to resolve these issues. Please read on for further details. Who is impacted? This issue impacts all signed in OneStream Community members that are attempting to 1) Access any space or post within the IdeaStream, and 2) Post a new discussion within a User Group. What is impacted? IdeaStream and User Groups. How is it impacted? Members who attempt to access a category or post within the IdeaStream or attempt to post a new discussion within a User Group will notice that the URL displayed in their browser will change, but the page will not proceed to the URL listed in the browser. Workaround Click the intended link or button, and then click refresh on your browser to display the desired page. This will load the page as expected. Status RESOLVEDLIM: Example of Setting up my Customizations Outside of LIM’s Workspace(s) for Future Upgrades
DISCLAIMER: It should be noted that the focus of this technical guide is to provide general information, considerations, and guidelines for an identified topic. It is NOT to be interpreted as the ONLY approach nor a guarantee that there will not be any issues encountered by using this approach as a customer’s requirements or application configuration may render this guidance as not applicable. In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this article, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. OneStream does not warrant as to the accuracy of this guidance, which is provided on an as-is basis. Any forward-looking statements contained herein are based on information available at the time those statements are made and/or good faith beliefs and assumptions as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Considering these risks and uncertainties, the forward-looking events and circumstances discussed in this guide may not occur and actual results could differ materially from those anticipated or implied in the forward-looking statements. VERSION: PV900 SV120 PLATFORM: 9.2.0 WHY DOES THIS MATTER? To handle future upgrades! By having customizations sit outside of LIM-related Workspaces, the risk of rework or override is minimized. I’ll cover the initial customizations setup and the step-by-step examples of how upgrades are handled. There are three main parts CustomEventHandler initial setup: download and upload the CustomEventHandler file, then update the Workspace Assembly Services on the CodeOnly (XXX) and Workspace Create a custom workspace and copy the Assembly from your LIM-related workspace to your custom workspace. Update assembly code accordingly. Create the dependency within the LIM-related Workspace CustomEventHandler Initial Setup Go to Files under your Workforce Planning # workspace (or LIM-related workspace). You should see a File with a name along the lines of CustomServiceFactory_XXX.zip. NOTE: XXX represents the prefix/suffix for your LIM-selected solution (e.g., Workforce, Duration, Term) Download the .zip and then Load this via Application > Load/Extract Update the Maintenance Unit > CodeOnly (XXX) “Workspace Assembly Service” to CustomEventHandler_XXX.WsAssemblyFactory. NOTE: XXX represents the prefix/suffix for your LIM-selected solution. In my example, the file is CustomServiceFactory_PLN so notice that my Workspace Assembly Service is updated accordingly. Before After Update the Workspace’s Workspace Assembly Service as well from XXX.WsAssemblyFactory to CustomEventHandler_XXX.WsAssemblyFactory NOTE: XXX represents the prefix/suffix for your LIM-selected solution. In my example, the file is CustomServiceFactory_PLN so notice that my Workspace Assembly Service is updated accordingly. Before After Upon refresh, you will see CustomEventHandler_XXX assembly component under your CodeOnly (XXX) Maintenance Unit. Custom Workspace Setup Create new workspace (e.g. Workforce Planning Custom) Set Is Shareable Workspace = True Give it a Namespace Prefix. THIS IS IMPORTANT. REMEMBER TO DO SO. After creating the new workspace (e.g. Workforce Planning Custom), within that workspace create a DMU (e.g. custom as shown below) Copy the CustomEventHandler assembly from your LIM-related workspace) Paste it into your newly created Workspace. In my example, I am pasting it to my Workforce Planning Custom’s Custom Maintenance Unit Rename the Assembly. This can be done by clicking on the Assembly Properties tab and then clicking on the Rename button. In my example, because I have copied the CustomEventHandler assembly from Workforce Planning 2 into my Workforce Planning Custom, I am going to use PLNB2 as the suffix; remember PLNB2 is Workforce Planning 2’s Namespace Prefix. Click into the Assembly component under your Custom Maintenance Unit. Click on the WsAssemblyFactory file. Update ALL the lines to reference the source Workspace (in my example, I updated these lines to reference that of Workforce Planning 2 [prefix of PLNB2]). Another example (I am in the WsAssemblyFactory file). The 4 highlighted rows are going to correspond to your specific customizations that you will then write into the corresponding Services files. Click into each of the Services files and update to your source Workforce Planning instance. Create the Dependency in your LIM-Related Workspace Go back to your source Workforce Planning instance’s CustomEventHandler_PLN assembly and Add Dependency. Fill in the details. Example below. Import your separate workspace in the WsAssemblyFactory file (Workspace.NAMESPACEPREFIX.ASSEMBLYNAME) Update your WsAssemblyFactor lines to reference your custom Assembly. Walk-though of an Upgrade after Implementing this Custom Workspace Load the latest LIM version into the application Go to specifically Line Item Modeling Installer workspace > click on Uninstall or upgrade existing instance of Planning > select relevant workspace > Upgrade REFRESH application then you will see your dashboard under the Workspace appear. CustomEventHandler will be removed, so you will need to go to Files, under CodeOnly (PLN) and download the CustomServiceFactory_PLN.zip. Upload this zip to the application. Update Maintenance Unit > CodeOnly (PLN) "Workspace Assembly Service" to CustomEventHandler_PLN.WsAssemblyFactory. Update Workspaces > Workforce Planning 2 "Workspace Assembly Service" to CustomEventHandler_PLN.WsAssemblyFactory. In CustomEventHandler_PLN, add Dependency and reference the Assembly from your dedicated custom Workforce-related workspace. Add in the import to the WsAssemblyFactory file in CustomEventHandler_PLN Update the relevant ServiceType(s) Your custom code is good to go!Registration for Tech Talks: Journal Entry Manager (JEM) now open!
1 MIN READ Join Chris Morelli, Tom Linton and Matt Kerslake as they explore Journal Entry Manager (JEM) and walk you through setup, posting methods and automation in a practical, admin-focused conversation designed for implementers and architects. Register now! https://www.onestream.com/events/tech-talks-journal-entry-manager-jem/How do you clear elimination records for parent members that have been cleared/removed but cannot be deleted due to existing elimination data?
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. Source: Office Hours 2020-08-27 Partner Enablement
