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SKVK's avatar
SKVK
New Contributor III
4 years ago
Solved

Members are in unedit mode. How to i make it editable and delete them

Team

I have 2 concerns:-

  1. Few members under account dimension i see grey out which am not able to edit. How do i make them editable
  2. How do i mass delete the members in Hierarchy and under Orphans without loading the entire metadata

 

Regards

Varun

 

Data Management
  • NidhiMangtani's avatar
    NidhiMangtani
    4 years ago

    Hi,

    1. Your account members appear in gray as they are inherited at Account_VK level. Please access these at DRM_Account level to edit. Kindly read about extensibility feature of OneStream.

    2. XML load is easiest to delete bulk metadata members along with their relationships. If selecting bulk members looks tedious to you, pull just one member in XML and then edit this XML in notepad++ to add additional metadata members you want to delete.

    Alternatively you can write a system business rule to remove the required metadata members along with their relationships.

     

9 Replies

  • SKVK's avatar
    SKVK
    New Contributor III
    4 years ago

    Thanks a lot !! I was able to get to the point#1.

    Am very new to the OneStream.. If you can share a sample business rule to delete members/hierarchy, that will help please.

  • NidhiMangtani's avatar
    NidhiMangtani
    Contributor III
    4 years ago

    Hi,

    1. For this point it is not clear where are you seeing the account members in read only mode, is it in a cube view or spreadsheet or form template or journal template. Check basic things like "Allow Input" property should be true for those accounts. All other intersections like origin, entity, etc should be base nodes. Workflow channel should be appropriate to allow input. 

    2. Refer to KB article for mass deleting metadata members:

    https://onestreamsoftware.service-now.com/sp?id=kb_article&sys_id=2ce683b7dbd3a380a5405eea4b961949

    You can also explore ACM marketplace solution for this.

    Hope this helps.

  • SKVK's avatar
    SKVK
    New Contributor III
    4 years ago

    Thanks Bharati for your response.

     

    1. Am refereeing to Account members  under "Dimensions" > "Account Dimensions". And yes, the accounts have allow inputs set as True
    2. The article talks about deleting member One by one since we need to manually by clicking + button
    • NidhiMangtani's avatar
      NidhiMangtani
      Contributor III
      4 years ago

      Hello,

      1. Still not clear on which screen are you seeing the accounts as read only.

      2. Please read the second method mentioned in KB article "Use the Load/Extract Metadata feature in OneStream". 

      https://onestreamsoftware.service-now.com/sp?id=kb_article&sys_id=2ce683b7dbd3a380a5405eea4b961949

       

  • SKVK's avatar
    SKVK
    New Contributor III
    4 years ago

    Hi

    Please see the attached screenshot for 1 & 2.

    #1 - Application > Dimensions > Account Dimension is the screen am refereeing to

    #2 - Pls refer screenshot

    • NidhiMangtani's avatar
      NidhiMangtani
      Contributor III
      4 years ago

      Hi,

      1. Your account members appear in gray as they are inherited at Account_VK level. Please access these at DRM_Account level to edit. Kindly read about extensibility feature of OneStream.

      2. XML load is easiest to delete bulk metadata members along with their relationships. If selecting bulk members looks tedious to you, pull just one member in XML and then edit this XML in notepad++ to add additional metadata members you want to delete.

      Alternatively you can write a system business rule to remove the required metadata members along with their relationships.

       

      • jrk's avatar
        jrk
        New Contributor III
        4 years ago

        For #2, If data exists for these orphan members, Will this remove member work even without clearing the data?