Implementation Q&A Archive
Questions and Answers from real consultants

Knowledge Base Articles

Question: What are the best practices for using a Forecast Working scenario, relating to Workflow Status? Is there way to revert all the forms and workflow once it has been copied away?

Answer There are 2 options that can be used to accomplish this: If the data doesn’t need to be preserved in the ‘working’ scenario, a reset scenario data management job would work. If data needs to be preserved in the ‘working’ scenario, an Extensibi...

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Question: Is it possible to reference a Workflow text field in a member filter within a where clause to drive the rows that are returned in a form?

Answer Yes, this is possible. The following syntax will work: Remember that OneStream will look to the workflow that you have selected at run time, so you will need to ensure that you set up the relevant text property on the individual workflow step ...

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Question: The predictive analytics documentation asks for the name of a Cube View to run the models against. What does that Cube View need include?

Answer Each row in the Cube View becomes an item to forecast in predictive analytics. Be cautious with the number of rows in the Cube View It is possible to nest dimensions in the Cube View, but predictive analytics is not intended to be run across t...

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Question: Regarding Account Reconciliations: Is it possible to only have approvers on certain periods like the quarters versus every month?

Question (cont) Is it possible to load multiple S schedules? For I items, is it possible to pull the I-docs in any way? Documentation notes that pulling items does not pull the documentation. Is there a way to pull the documents attached? Answer Curr...

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Question: When migrating data from Dev to Prod, can we retain origin detail if we extract data with a Data Management job and then reimport that data into the Prod app?

Answer You will lose the origin detail when you export data using a DM job and then try to reload that data through stage. Everything in the file will be loaded into the import member. Even if you could extract everything by origin and then load via ...

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Question: When using a Data Management (DM) copy sequence, I’m having difficulty copying data from a YTD scenario into a periodic scenario. It works fine with a business rule, but when using a DM sequence, it creates derived numbers in later months.

Answer Generally, the recommendation would be to use business rules rather than Data Management copy sequences. Business rules: Give you more flexibility/choice in terms of what type of data is copied (e.g., you may need to be selective regarding sto...

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Question: I am trying to clear out aggregated zero value rows after the transformation rules have been run but prior to the intersection validation. Can this be done without directly impacting/deleting rows in the stage tables?

Question (cont) The client is loading rows with net zero values from the source system and currently these are being loaded to a suspense account. Answer It is possible to interact with the process using an event handler business rule. However, you a...

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