OneStream Community

TimVierhout · 06-14-2024

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and include the payment terms, which is the term in which th...

TimVierhout · 11-17-2023

Hi community, With a button in a dashboard, I want to open an Excel file: FileSourceType=Dashboard, UrlOrFullFileName=[Input_Sales.xlsx], OpenInXFPageIfPossible=False, PinNavPane=False, PinPOVPane=False If Input_Sales.xlsx is in the default workspace...

TimVierhout · 10-03-2023

Hi all,We are successfully uploading budget information in an excel template. This is a matrix load containing 12 periods of data. For each line the user can upload a textvalue. This is also working. However, the comment is uploaded to each month. Ho...

TimVierhout · 07-04-2023

Hi all,Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list.With kind regards,Ti...

TimVierhout · 12-07-2022

Hi all,In our use case, users are uploading data through files into OneStream. Is there a possibility to check if the file have 1000-seperators in the file and block the upload if this is the case? Reason is that within one workflow the 1000 seperato...

TimVierhout

Hi, My approach would be to create a workflow template with the import step, and update all of the workflows with that step. It will be added as the last step which would be one manual thing you have to update. With kind regards, Tim Vierhout

TimVierhout · 06-20-2024

Hi, We are actually doing this for all of our customers. First note: The figures you pull from the ERP system should always be balanced! How this could be configured in OneStream: We generally configure this in a UD dimension; in our default setup, t...

TimVierhout · 06-17-2024

Calculating in the cube would be a challenge, as the payment term is derived on a more granular level (Contract and Customer) then what we are storing in the cube. We are evaluating 2 approaches:1: A second import as Fred suggests.2: Derivative rule ...

TimVierhout · 02-26-2024

Yes, my example is for the entity Intercompany extensions. But you can think of more examples where it could lead to issues due to different levels or accounts that become on-sided.

TimVierhout · 02-26-2024

Intercompany is where the eliminations are happening. So if the dimensions are extended and they are different between, for example, entities, it will not be possible to match as the details on which to match are not the same.

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Derivative rule: Add record for other time period

Dashboard button - Open file from workspace

Textvalue load in matrix Excel file

Customize answers to the certification questions

Checking for a 1000 separator in the source file

Re: How to add a new workflow step to existing workflow

Re: OneStream Final Balances

Re: Derivative rule: Add record for other time period

Re: Using Extensible Dimensionality to extend Accounts used within the Intercompany Matching process

Re: Using Extensible Dimensionality to extend Accounts used within the Intercompany Matching process