Answer •Generally, consultants will upgrade or downgrade studio/excel add-in as necessary based on the version the client is using. It is possible to have more than one desktop app shortcut, so it is possible to access multiple client environments (a...
Answer •Beyond the initial migration of the table, there shouldn't be a need to create those tables again. •Depending on what change is being made, you may have to consider how to migrate the modifications. That could involve copying the table or mak...
Question Answer •There are a number of substitution variables available which can be used within the allocation methods. These can be used to create the allocation (e.g |Wage| * |Bonus|), however, they can also be used with XFCell and XFBR strings to...
Question Client wants to be able to track cash balances by bank account by week. However, a week is denoted as every Friday of the month and the month end day (even if not a Friday). Therefore each month ends up having 5 or 6 "weeks". Is this somethi...
Answer It is not possible to extract Dynamic Calculations as part of a Data Management job. One possibility is to bring the data into Stage, then export….to follow-up via e-mail (follows). Here is the follow up to address your question this morning o...
Answer After discussion with ISS, it was suggested that a Support ticket be submitted on this…could not find ticket opened on this, so unknown if self-resolved.
Answer Following is a business rule and an example output of our ability to send an email to all late tasks owners for a given time period. The customer wanted to have an automated process that sends a summary email to all late tasks owners that desc...
Answer You can configure a task to take you to an Account Recs workflow (see below), but not to a specific reconciliation:
Question Can we talk about the order in which the engine executes the allocation methods? It looks like the sequence of the allocation methods in the calculation plans does not control the order of execution of these methods. We are currently using t...
Answer The script for this query is on the data adapter used for the Intercompany dashboard component. NOTE: Modifying this could impact upgrades (i.e., be overwritten) if the customer upgrades system reports. Source: Office Hours 2019-10-04
Answer Make sure client loaded data in YTD Ensure the data that you want reconciled is loaded to stage Ensure that you ask who’s responsible for what tasks to ensure that license requirements are going to be met How is external data loaded (balance s...
Answer Yes. The Last user to save will overwrite the other contributor’s changes. There is currently no versioning or collaboration features available at this time. NOTE: There is an Audit Business Rule table on the Application Database that can help...
Answer Yes. Non-Data Unit Dimensions such as the Account, Flow, UD1-UD8, dimensions will aggregate on-the-fly. If the requirement is to also that the data also aggregate on-the-fly up the entity dimension, then OneStream has an out-of-the-box Dynamic...
Answer No. They will be required to execute when a consolidation is run.
Question Answer When applying best practice for business rules, the first step is to make sure you understand what the purpose of the business rules are… Are they rules that facilitate calculations…or, perhaps execute a specific series of logical exp...
Answer Answer: Yes, you could do this, but would require custom elimination rules to be applied to the cube. This would generally not be recommended simply to have all elims in one entity…and would impact the ability to do IC matching out-of-the-box....
Answer Yes, you could do this, but would require custom elimination rules to be applied to the cube. This would generally not be recommended simply to have all elims in one entity…and would impact the ability to do IC matching out-of-the-box. Source:...
Answer If the account is initially set to “Is IC Account = FALSE”, then presumably all data in the account is sitting in I#None. If this is the case, changing to “Is IC Account = True” should be OK. The reverse of this might not be though…
Question When you have multiple cubes (Corp cube with 2 extended cubes)…With cube views, can you view all levels of accounts from the top Corp cube, down through the 2 division cubes in one column of a CV? Example: When you have the CV row syntax A#B...
Answer If users are allowed to process, approve and post journals, then the only way to accomplish this would be through a Journal Event Handler rule.
