Planning: Daily Data to Daily Import to a Monthly App
Have you seen a KB / post that met the requirements for daily data? Please share your experience / practical advice to help us meet daily data requirements. - for Planning - flat files: Daily Data per Month - flat files: Daily Import - Reporting by Day by Month Thank you folks for sharing your expertise.
Check details for disk space
Hi guys! I would like to know if there is a way to get a more detailed view of what is consuming disk space for each application within my environment. I understand that the System Diagnostics dashboard provides a report indicating how much space is allocated and how much is being used per application; however, I would like to know if there is a way to obtain a more detailed breakdown per application. Thanks!
Process around InUse flag for master data
What do you use as guidelines to flip the "inuse" flag on accounts or entities? Do you wait until the entity balances are brought to zero in your source or some other trigger? What considerations do you make around any immaterial translation values? Interested to hear what your company is doing - thanks so much! -Nicole
Load/Extract EventHandler
Hi OneStream experts, I was looking to understand if it's even possible to handle the load button from the Load/Extract section in OneStream using a specific EventHandlers of any kind. I need to be able to add validations whenever a Metadata xml file is loaded through the Load/Extract to check certain things of its content without falling (as usual) in a custom development from scratch. Hopefully someone is able to assist. Thank you!
Refresh of Spreadsheet with the Cube Views and Table View
Hi all, for one customer we need to prepare a an input file template with cube views to deliver correct metadata (dimensions). The Idea is to prepare as much data and metadata from the applicatoion for the user as possible. We were not able to find a solution how to retrieve a list of all entities when the user has access only few out of all. So we switched to the Table view. We created a dashboard containing the spreadsheet with the template that is refreshed at load. The trouble is refresh itself. If I have a blank spreadsheet and add the table view there, the refresh (TV or the whole Sheet) is almost instant. If I have the template with just some Cube Views, it is also very quick (few seconds). But refresh of the same template with added Table View takes almost 2 minutes and it freezes the client and even the Excel if I use the add-in. Would you have any recommendations?
How to move accounts from one hierarchy to another one
Hi, In our application Account hierarchy is Root>GL_Accts>SGL_Accts. The account A is created under "GL_Accts" heirarchy. The business requirement is the account A should move under SGL_Accts hierachy. Can we make change this change? please advise.
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream?
Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!
