Implementation Q&A Archive

When loading to a Range scenario and I reload with a different set of periods than what was previously (for example, the first load was Months 1-3, and second load was Months 4-6), then have noticed that Months 1-3 do not get cleared from the cube during the second load. Desired behavior is to clear all periods for the Range. Is this by design? (Question is related the Specialty Planning application)

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.

With respect to e-mail notifications in Task Manager, are the pre-set choices the only ones available? Or would beyond this list be considered customized? Would like to have an e-mail that informs the user that an item is past due.

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...

If we’re doing both Task Manager and Account Recs (RCM) at the same customer, can a Task in Task Manager have an action type that will take you to an Account Rec, or are they living independently of each other?

Answer You can configure a task to take you to an Account Recs workflow (see below), but not to a specific reconciliation:

Question: What order does the engine execute allocation methods?

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...

Is there a way to suppress a row in a cube view based on values in another row using conditional formatting?

Answer It is not possible to do this using conditional formatting. However, it IS possible using Cube View Extender rules.

Question: How do you add additional filters to a method query for the intercompany dashboard?

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

Question: What are the key design considerations around Account Reconciliations?

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...

Question: Can you provide more information about OneStream’s various audit related features?

Answer OneStream has out of the box dashboards and reports that detail system related changes.

Question: When multiple individuals work on business rules at the same time, what happens when one of these individuals saves their progress? Is the other individual’s contribution overwritten?

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...

Question: Are non-Data unit dimensions able to aggregate on-the-fly in OneStream?

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...

Question: If business rules are attached to the cube is there a way to run a consolidation without the rules?

Answer No. They will be required to execute when a consolidation is run.

Question: What is best practice for business rules? Is it a better approach to attach them to the cube and run as part of the consolidation or is it better for them to run through a data management sequence?

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...

Question: For the UD dimensions, the “None” member is not utilized and instead an equivalent member (e.g., UD1#No_CC, UD2#NOFUNC) has been created. What are the design considerations of this?

Answer This is quite common and sometimes a necessary design, especially if using “stacked” dimensions where the None member can’t be used in multiple places without “doubling” the values. In addition, properties on the UD None members cannot be chan...

Question: Can you create an entity that holds the elimination (versus in the parent at C#Elimination)? Client has some manual elims and some automated, but wants them to reside in the same entity.

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....

Can you create an entity that holds the elimination (versus in the parent at C#Elimination)? Client has some manual elims and some automated, but wants them to reside in the same entity.

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:...

Question: Are there any issues changing the setting on an account to “Is IC Account = TRUE” once the account already has data?

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 the CV row syntax A#BalanceSheet.Tree, will it show the account detail into the division cubes?

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...

Question: If you have a parent corporate cube with two divisional extended cubes, and IC accounts have been extended in each, can you do eliminations in the Corp cube?

Answer Yes, you can, but generally there will be issues with IC matching functionality working properly in the workflow. But, there are work-arounds for this. With the above, IC matching will not work properly because the account containing the offse...

The customer would like for users to be able to process/approve/post journals, but have these three steps completed by different users for each journal? Thus, journals should have segregation of duties. How can we accomplish that?

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.

Question: Can you please provide a process to clear all data from a workflow so that it can be permanently deleted?

Question (cont) During build/development, we often create workflows that end up being redundant or unused. Once the workflow is used for loading data, it can’t be easily deleted and ends up under a “Deprecated” workflow parent. Can you please provide...

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Knowledge Base Articles

With respect to e-mail notifications in Task Manager, are the pre-set choices the only ones available? Or would beyond this list be considered customized? Would like to have an e-mail that informs the user that an item is past due.

If we’re doing both Task Manager and Account Recs (RCM) at the same customer, can a Task in Task Manager have an action type that will take you to an Account Rec, or are they living independently of each other?

Question: What order does the engine execute allocation methods?

Is there a way to suppress a row in a cube view based on values in another row using conditional formatting?

Question: How do you add additional filters to a method query for the intercompany dashboard?

Question: What are the key design considerations around Account Reconciliations?

Question: Can you provide more information about OneStream’s various audit related features?

Question: When multiple individuals work on business rules at the same time, what happens when one of these individuals saves their progress? Is the other individual’s contribution overwritten?

Question: Are non-Data unit dimensions able to aggregate on-the-fly in OneStream?

Question: If business rules are attached to the cube is there a way to run a consolidation without the rules?

Question: What is best practice for business rules? Is it a better approach to attach them to the cube and run as part of the consolidation or is it better for them to run through a data management sequence?

Question: For the UD dimensions, the “None” member is not utilized and instead an equivalent member (e.g., UD1#No_CC, UD2#NOFUNC) has been created. What are the design considerations of this?

Question: Can you create an entity that holds the elimination (versus in the parent at C#Elimination)? Client has some manual elims and some automated, but wants them to reside in the same entity.

Can you create an entity that holds the elimination (versus in the parent at C#Elimination)? Client has some manual elims and some automated, but wants them to reside in the same entity.

Question: Are there any issues changing the setting on an account to “Is IC Account = TRUE” once the account already has data?

Question: When you have the CV row syntax A#BalanceSheet.Tree, will it show the account detail into the division cubes?

Question: If you have a parent corporate cube with two divisional extended cubes, and IC accounts have been extended in each, can you do eliminations in the Corp cube?

The customer would like for users to be able to process/approve/post journals, but have these three steps completed by different users for each journal? Thus, journals should have segregation of duties. How can we accomplish that?

Question: Can you please provide a process to clear all data from a workflow so that it can be permanently deleted?