Recent Discussions
How to move accounts from one hierarchy to another one
Hi, In our application Account hierarchy is Root>GL_Accts>SGL_Accts. The account A is created under "GL_Accts" heirarchy. The business requirement is the account A should move under SGL_Accts hierachy. Can we make change this change? please advise.
v9 - Linked Reporting Parameters not working
We have a dashboard that was originally built in v7 that allows us to add an intersection of data to a CV . When you click on an intersection in the CV, the code takes the Linked Parameters from the CV and populates combo boxes with the members in the intersection. You then change one or more of the members in the combo boxes and click another button to add this intersection (by adding a penny to another account) which then shows up in the CV. This used to work in v7 but now as we are testing this in v9 the linked parameters that are being passed to the code are not the current values in the intersection you are on. It seems to be passing old values. Any thoughts?
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream?
Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!SIC not available in 9.1
Hi all, We've installed a self-hosted 9.1 OS server, and now when trying to configure the SIC to connect to our datalake, I can't find the "Smart Integration Connector" in the Admin tab within OS Desktop. I already checked the version of all software an it's all 9.1.0. I could configure the Local connection to the Data Lake properly, but can't figure out what's missing to make it show as usually in OS admin tab. Anything I'm missing? Thank you! *** Sorry if this is the wrong forum, tried to find something related to this outside this one...
