Answer Submitting data via excel will respect the security model set up in OneStream. So consider typical security setup. Also consider using constraints to manage "valid" data intersections. Inputting data via set cell will get tracked in the audit ...
Answer Answer: Yes this is possible. For example, within the budget and forecast process, some clients want their planners to input only the receivable or payable with the system automating the offsetting entry in the partner entity. This can be achi...
Question (con't) For example, if we have "Bonus = Sales * Bonus %", not all intersections in the sales account will have values but the client wants the result of the calculate function to load a zero to the corresponding bonus intersections. Answer ...
Answer Rather than triggering a calculation/consolidation from the business rule, consider adding it as a second step in a data management sequence instead (for example after the ‘data copy’ custom calculation step). Otherwise, one can create a calcu...
Answer: OneStream would respect the defined security model (entity/workflow access). If the stage data is loaded via a central workflow, potentially you would need to develop a method to control who can see sub-sections of the data. In a dashboard th...
Answer There is not an easy way to remove the deprecated form / hide it from being shown. It should stop being shown in subsequent periods based on workflow tracking frequency. Source: Office Hours 2020-7-16 - Jerri McConnell
Answer Yes. A lot of clients use the XFSetFxRate function in an excel file to load FX Rates. This excel file could be opened within a spreadsheet component and assigned to a form or embedded on a dashboard. This form/dashboard can then be assigned to...
Answer OneStream is storing the true value and using a number format to display the values as scaled. If the client only takes scaled amounts, rounding could cause reports to not foot correctly in Workiva. Possible options: Dynamic calculation on the...
Answer Yes, this can be achieved using derivative rules. Derivative rules apply logic to the stage data. There are two types of derivative rules, Source and Target. Source Derivative rules are created to apply logic defined by the inbound source data...
Answer: Filter out the calculated accounts in the BR that is copying the data so the base data can calculate from scratch instead of overriding values. Source: Office Hours 2020-7-16 - Jerri McConnell
Answer Table views are available in the spreadsheet component which allow a user to query relation tables and present this in spreadsheet format. This functionality is not available, however, within the Excel add-in. Within a dashboard, the stage dat...
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