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Questions and Answers from real consultants

## Knowledge Base Articles

### Question: How the amount in the standard DSO function is calculated?

Answer The DSO formula uses the standard countback methodology, rounded to the nearest full day. Therefore, the P&L account view is fixed to Periodic and the BS account view Periodic/YTD. As a dynamic calculation, you will see the same figure no matt...

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### Question: Is it possible to see statistical data as 3-month average, for example, if the Quarter is selected as the time period?

Answer For most situations, this would most likely require either A dynamic UD8 calculation against the statistical account, or A Cube View data helper rule called within the cube view to display the desired results Source: Office Hours 2020-01-31 Pa...

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### Question: With Specialty Planning, what is the general approach to build same-store sales analysis?

Answer We have customers who have such solutions in place, but the approach will vary on the specific requirements. Source: Office Hours 2020-01-31 Partner Enablement

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### Question: When writing ratios such as DSOs, where can I find the days of the period, are they already in OneStream?

Answer The number of days in each period will reflect whatever has been defined in the time profile (found within the application tab). Calendar Months will show the standard days per month but you can customize the month type or start date for each ...

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### Question: In a Cube View heading, how can I include the last day of the month as the time description in a page caption (e.g., display "as at 30 September 2020" instead of "September 2020“)?

Answer Assuming that the date being shown is always the last day of the month and the client is using calendar months, it is possible to use XFBR string rule to call a function to get the number of days in the month. Source: Office Hours 2020-01-17 P...

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### Question: Is there a report to show differences between datasets after a reload?

Answer There is an archive data function to manage late changes. Typically it is not something that would be used as part of every load since the previously imported data is being snapshotted and stored (essentially a back up of relevant stage and th...

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### Question: Are there any learning materials to help when setting up a new application (in addition to the training materials)? As a new partner, we're spending some time to build an application to understand the interdependencies but is there anything which defines what order things need to be set up?

Answer Attached is a sample project plan showing the typical build activities and the ordering of such. Source: Office Hours 2020-01-17 Partner Enablement

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### Question: How do I extract register data to Excel? The register has a lot of text fields and unstructured data that is not suitable for storage in a cube. How can I extract the register data for analysis in Excel, without the data going through a financial cube?

Answer Option 1 – Instead of using the register in specialty solutions, a ‘lighter’ option would be to use the data import staging area, where you can use attribute columns for text. This is set on the cube settings, where you can enable additional a...

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### Question: If there is data in BI Blend tables, how do I track if there are changes in the BI Blend data from period to period in my workflows?

Answer Use the workflow type of “BI Blend, Workspace”. This way you can import/transform the data and then immediately afterwards use a dashboard to query review the data on each cycle. If the workflow tracking frequency is monthly then the a new BI ...

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### Question: Can I copy BI Blend data from period to period, without re-importing it from the source again?

Answer In principle, an extensibility rule could be used to copy the data from one period to the next, however it would be inefficient use of space to simply duplicate data that is the same each period. Source: Office Hours 2019-12-12 Partner Enablem...

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### Question: What is the best way to extract register data, specifically for Specialty Planning solutions? Users would like the option to press a button and download the register information and benefit from the formatting options that can be done with an Excel template.

Answer For the raw data, you can download as a CSV out-of-the box.However, the column order may not be the same as what was used in the Excel upload register template, and of course there is no formatting. Using an Extensibility rule, you could run a...

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### Question: Is it possible to get rid of Culture-specific descriptions that we don’t need to use such as English (United States)?

Answer Not possible to remove this, however some customers usethese ‘cultural’ descriptions for alternative descriptions for use in reports, even if it has nothing to do with language. Source: Office Hours 2019-12-12 Partner Enablement

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### Question: With Account Reconciliations, is it possible to multi-select inventory items so they can be removed?

Question This concerns the list of reconciliations…in the guide, it mentions that if there are items you don’t need then then can be selected and deleted. But can this be done through a multi-select? Answer Multi-selection is not possible at the mome...

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### Question: In FX Rate tables, is it possible to rename the rate type?

Answer No it is not possible at the moment, in the FX Rates screen. The tool-tip text can be misleading, in that it mentions. You have to remove the rate type, then re-create it with a new name. Source: Office Hours 2019-12-12 Partner Enablement

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### Question: A Data Source was created which is a Matrix Data Load “Figure 1” ...

Question Continued Is it possible to dynamically reference the Source Field Name mapping “Figure 2”. For example, the application created is a 4-4-5 time series and dependent on the quarter interfaced the first week could be WK14, WK27 or WK40. Ideal...

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### Question: Is it possible to sort the product by the account data value “Sales” and have the product with the greatest sales first etc.?

Question (Cont) A Cube View was created which has a row defined as S#ACT “Actuals” and a Column defined as U1#Product.Children. An Advanced Chart was created with the Diagram Type = XY2D, Swap Axes set to True and Type is Bar Stacked. Otherwise, defa...

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### Question: How can I restrict an entity list in cube view rows to only show those that users have security access to?

Answer      Source: Office Hours 2019-11-26 Partner Enablement

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### Question: Is there a way to search for a data management sequence step by name?

Answer No, not currently. The Object search is limited to the object types shown in the figure. You can submit an enhancement request to have additional objects added. Source: Office Hours 2019-11-26 Partner Enablement

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### Question: What’s the method to override the aggregation of a parent UD member when it is desired to have the UD parent be a calculation and not an aggregation.

Answer It is not possible to override the aggregation and store a different value in a parent because UD parents are not stored members. The only way to accomplish this is make the parent member a dynamic calculated member and define the calculation ...

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### Question: When using api.Data.SetDataCell to set a data cell to zero, do we need to specify the entire data unit or can it be done at a higher level?

Answer It is always recommended to specify as many members as possible. Any members not specified for dimensions not applicable will default to the “None” member. Source: Office Hours 2019-11-26 Partner Enablement

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