Question: Is it possible to display Task Manager tasks in a hierarchical view?
Answer It is possible to display in the Gantt View, but not in a hierarchical view. Source: Office Hours 2021-05-13 - Partner Enablement
Knowledge Base Articles
Question: Is it possible to attach documents to a register table?
Answer There is no “right-click” option to upload documents to each row of a register table. There are some MarketPlace solutions (e.g., Reporting Compliance) which provide the ability to upload documents related to each row. However, this functional...
Question: Does the Reporting Compliance solution support changing a user’s culture setting?
Answer From the end user perspective, dates and values are displayed based on the user’s culture settings. The underlying business rules appear to be written for international cultures. Currently, there are no known issues. Source: Office Hours 2021-...
Question: What are the methods to clear data from O#Elimination?
Question (cont) I’m trying to clear data from O#Elimination for a deprecated IC plug account using api.Data.ClearCalculatedData and api.Data.SetDataCell functions as a member formula but unsuccessful. Are there other methods to clear data from O#Elim...
Question: When establishing a Cube View connection within an Excel file, is it possible to display the Cube View headers?
Question (cont) The customer wants them to appear in Excel the way they do when exporting from Data Explorer to Excel. Answer The current functionality does not behave in this manner. There is an enhancement request for this (PF-12115) on record…appr...
Question: I am using extensibility in the Account dimension, what member filter should I use to get all the base members within the Budget account structure?
Question (cont) I am using extensibility in the Account dimension, whereby I have a summary/parent dimension containing Budget Accounts. This has been extended to provide more detail for Actuals. What member filter should I use to get all the base me...
Question: Is it possible to launch the Load and Extract page from a dashboard button?
Answer There is a Knowledge Base article (KB0010045 How to Open Another Onestream Page From a Dashboard) which explains how to use the XFPages options. This KnowledgeBase article details the commonly used XFPages options, however, it does not include...
Question: How can I list multiple accounts within a single Excel XF Get Cell function?
Answer You cannot list multiple accounts within the same XFGetCell function. The XFGetCell function retrieves a cell from the cube based on parameters supplied. To retrieve multiple accounts, you can add multiple XFGetCell functions within the same E...
Question: Is there a way to see individual account layers within a hierarchy?
Answer Yes, if you would like to see the children members at lower layers of account structure you can for example: “children.children.children” to accomplish this. Additionally, you can leverage text values on the members you’d like to retrieve and ...
Question: How do you place the sum total of a report at the bottom without using the Tree reverse functionality?
Answer Answer: Reverse descendants and reverse children options will accomplish this. Source: Office Hours 2020-05-07
Question: Is it possible for PDF Formatting to show underline each row?
Answer Yes it is possible, there are formatting options to accomplish this, however please note that formatting applied to a row definition will apply to all members within the row definition. Another option is to take it to Report Studio for further...
Question: If I calculate a value in allocation methods within People Planning and I use that value in the plan table, is there an expression that can be used to grant that value?
Answer When the plan is calculated it calculates the entire plan in cache and then writes it to the table. To grant that value you would need to refer to the cached memory. There are XFBR PLP parameter helper functions that have been provided to assi...
Question: When presented with data in the form of a grid with multiple pages within OneStream and a right click is performed to export data to excel, it exports a single page. The preferred method is to export all pages of data.
Answer •OneStream will export just the data that is presented on the screen. •It is possible to increase the amount of records presented using an XFBR, but this must be performed with caution as the system can become overloaded when too many records ...
Question: When a cube view is refreshed in the workflow it resets the parameters that were previously selected. Is there a way prevent this?
Answer Cube views are specifically designed to work this way. There is not a way to prevent this. Source: Office Hours 2020-05-21
Question: When a client is moving from an import process consisting of loading .csv files over to a direct connector, is there anything that should be taken into consideration when changing the data source on the existing workflow that was previously used to load the data manually?
Answer •Be aware that if you go back and reprocess prior months that leveraged the previous load process then it will clear out the data from those intersections. •These prior periods should be locked so data is not lost. •Audit integrity should be m...
Question: Regarding the Clear Calculated Data Function, is it possible to clear just select base or intermediate members of a parent member? This is in an effort to not clear the entire dimension but just a subset of data.
Question Answer •Please see OneStream Software's Knowledge base article related to how to clear the Data Cells in a Specific Data Buffer: https://onestreamsoftware.service-now.com/sp?id=kb_article&sys_id=abcf0fc6db0bc410ea2c25894b96192f •When clearin...
Question: Where can we find examples of FDX Connectors?
Answer •Attached below is a number of FDX Connector .xml files that should assist with understanding more about FDX Connectors.
Question: Is it possible to show the natural sign in the Accounts Reconciliation MarketPlace solution?
Answer •An XFBR can be used to reference the solution helper and change the way the balances are displayed •Or, a UD8 calculation can be used to show the GL sign Source: Office Hours 2020-06-04
Question: When using a scenario with a range Workflow Tracking Frequency, why can I only input to a single period?
Answer The Workflow Tracking Frequency does NOT have any impact on the number of periods you can input data into…it would be a combination of other settings, possibly: Workflow Start/End Time Number of No Input Periods per Workflow Unit Form/Cube Vie...
Question: Can workflow profiles be bulk built using a method other than profile templates?
Answer Yes, the MarketPlace solution Excel Metadata Builder includes a workflow profile builder tool. Source Office Hours 2020-06-04
-
OSAdminValued Contributor
-
JackLacava
Moderator -
OSCommManagerVisitor II
-
akloepfer
Community Manager -
jvonallmen
Community Manager
