Recent Discussions
Spreadsheet tool in v8.5 - does it work?
Trying to confirm if the spreadsheet tool in v8.5 is working for anyone in the following manner... Created dashboard with the spreadsheet tool. The page renders fine... However, when doing something as simple as Save As, the following message is generated. Excel file is defined in the configuration. One client mentioned this, so I tested this on another client with the same results. Heard this is fixed in v9.0. Is this correct or am I missing something? Thanks for any input! Ed Puente
Data Cells become invalid when Flow Processing Type is enabled
When the Flow Processing Type "Is Alternate Input Currency for All Accounts" is enabled on a Flow member (as shown below Data Intersections become invalid for that Flow member and Foreign Currencies (USD, CAD).Entity BU_200 default currency is EUR. Note that when this property is not enabled the foreign currency cells are valid. My understanding is when this setting is enabled the foreign currency data cells should be enabled for data load or input. Appreciate any clarification on this.
Smarter Data Loading: How OneStream Transformation Rules Automatically Handle New Members
In the world of Enterprise Performance Management (EPM), clean and accurate dimensional mapping is essential for a reliable reporting process. Fortunately, OneStream makes this easier through its robust Transformation Rule framework, which intelligently handles new dimension members automatically. Whether it's a new GL account, cost center, or entity, OneStream’s transformation engine ensures that new data doesn’t derail your process, even before user intervention. 🔍 Key Benefits Dynamic Member Detection When a new source member enters the system—say, a newly created account in the ERP—OneStream flags it immediately as “Not Mapped” in the staging area. This provides the user or administrator with a clear indication that attention is required. Mapping can then be quickly added or adjusted to keep data flowing seamlessly. Centralized and Flexible Maintenance Transformation rules support Wildcard and Dynamic Mapping, making it easy to set default routes for unknown members (e.g., directing all new accounts to a placeholder for Unmapped Accounts). From there, consultants or admins can reassign the correct mappings when ready. This approach provides control without interrupting the load process. Built-In Mapping Validation There’s no need to build dashboards or manual reports to detect mapping issues. OneStream’s Data Source and Transformation Rule editors include built-in validation tools to identify unmapped or incorrectly mapped items before they affect results. This enables early detection, faster resolution, and reduces dependence on visual checks. ✅ Why This Matters By leveraging these out-of-the-box capabilities, organizations save time, reduce risk, and streamline their integration workflows. Consultants can focus on higher-value tasks instead of constantly updating mappings, and end users can trust that data loads will highlight issues automatically, before reporting is impacted. Please keep it simple. Do you agree that OneStream handles what it's built to do?View Member Issue on Cash Flow Report
Hi All, I am working on a Cash Flow Cube View to show the beginning cash, ending cash, and change in cash (activity) in three separate rows. All the base cash accounts are under the new parents (beginning cash, ending cash, and change in cash) in an alternate account hierarchy for the Cash Flow. We are using the BegBal_Dynamic flow member from the Blueprint app for beginning cash, EndBal for ending cash, and Activity_Calc for the change in cash. Figures are flowing in, but for these accounts the columns have a view member set to Periodic, QTD, and YTD. The problem is that figures are not representative of the View member, that is to say that they are all the same on the ending cash. Below is a screenshot and the Cell POV for each of the members. I am happy provide any other screenshots or additional information to get a resolution on this. Thanks in advance! MTD (Periodic): Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#Periodic:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#Product_Total_Core:U3#Reported_GAAP_Tot:U4#PayType_Total:U5#Initiative_Total:U6#None:U7#None:U8#None QTD: Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#QTD:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#Product_Total_Core:U3#Reported_GAAP_Tot:U4#PayType_Total:U5#Initiative_Total:U6#None:U7#None:U8#None YTD: Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#YTD:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#Product_Total_Core:U3#Reported_GAAP_Tot:U4#PayType_Total:U5#Initiative_Total:U6#None:U7#None:U8#None
Clear ALL Data related to a specific Member.
Hello everyone, I'm just wondering if there's a method or a way to delete ALL Data with a click of a button. I know about data management steps and the use of it along with the finance BR. So my concept and idea is that, I allow the user to select the member (step 1) or list of members (if step 1 is good). Then the user can click one button to delete all data. Why I want to do this is because let say the user want to delete a certain member, it will be easier for the user to do so. I tried to retrieve all the cubes that I have in the application and changing it via the scriptbuilder/databuffer method and setting the cell to 0 but the concept of DataUnit do not allow us to do so. Thus, I am here seeking for guidance and wisdom from the community. :) Thanks!
Consolidation in a Dynamic Cube
Hi Experts, I have a dynamic read only cube, source of this cube is a relational table having details like salary band, department, position, benefits %, tax %, etc. I am simulating some calculations in workspace assembly and setting records in the dynamic read only cube. I see expected data at base entity levels. How can I see correct data at the top entity level? Entity structure: I see same data at multiple levels. Asia and AllRegions data should not be same. Also drill down results are same at multiple levels which is weird. So if we are setting data at base entities in a dynamic cube, how does consolidation work here? JackLacava , would you please clarify this?Data Management Export configuration
Hi all, I'm working on a Data Management to "Export Data", launching it from a Dashboard. Everything works fine, since filters (Cube, Entity, Account, Flow, etc) can be parametrized through Parameters. Is there a way to parametrized also the Options such as "Include Zeros", "Include Member Descriptions", etc ? I see that at UI level I can only choose between True and False, but I'd like to manage them from my dashboard. Thanks in Advance FabioG
OneStream 9.0 file explorer error
Hello, I installed OS 9.0 on premise version recently and I am having the following error when I try to upload a file: You can find below the error details: Unable to load file.An error has occurred. BadRequest. User Interface Stack Trace: at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.UploadFileFromStream(XFFileTransferRequest request) at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.<>c__DisplayClass370_0.<BeginUploadFileFromStream>b__0() at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state) --- End of stack trace from previous location --- at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state) at System.Threading.Tasks.Task.ExecuteWithThreadLocal(Task& currentTaskSlot, Thread threadPoolThread) Do you know what is the cause of this issue? Thank you in advance. Antony
