Excell Add-Ins for Task Manager
Hello to everyone. Does anyone know how to build in Excel Add-ins for Task Manager? Our OneStream version is 8.2.2.16127? Guidance for this version provides the step-by-step instructions how to set up Add-ins for Word and PowerPoint, but not for Excel Add-ins. Our Task Manager version is PV800 SV100. If to be very specific, we are looking for the opportunity to install Excel Add-Ins to link the preparation status from excel file to particular task in Task Manager. For example, if we have the excel file somewhere outside OneStream (on Sharepoint), and when the work done inside this file, we can push built-in "Complete" button in this file. The completion status from this file automatically forces the change in the preparation status in Task Manager for this task, which is linked to this file through the action type functionality in Task Manager. Does it sound real? Could it be potentially implemented from technical point of view? Thank you in advance for any ideas. Kind regards, Yuliia Muliavka
List of User Default Home Pages
Hi Folks, Wondering if anyone has built a BR or query to compile a list of Users and their Default Home Page. I know its in the UserAppSettings.xml File within File Explorer under Internal/User, and you can set individuals through the Admin Solution Tools, however I have not found a good way to See what is already set without going to each user individually (that would not be very practical). Appreciate any help! StephanieList of User Default Home Pages
Hi Folks, Wondering if anyone has built a BR or query to compile a list of Users and their Default Home Page. I know its in the UserAppSettings.xml File within File Explorer under Internal/User, and you can set individuals through the Admin Solution Tools, however I have not found a good way to See what is already set without going to each user individually (that would not be very practical). Appreciate any help! Stephanie
Next month Data not showing reversal of YTD
In consolidation system in the month after close example if we close April , May should show reversal of April. Please see below screen shots of how system is should show up and how it is showing. We tried clearing base data through data management. Any ideas would be helpful. Normally However the system is doingpossibility of UD1 parent-member consolidation by time
Dears, I need move one base member under another parent in UD1 dimensions, the problem is that member should be consolidated till specific time period and then should be consolidated under another parent. There is no option like "percent consolidation" with time frame on UD1 dimensions. Could anyone have any solution for described problem? Before: U1#A(parent) U1#A001(base) consolidated till proper month in 2026 U1#A002(base) After: U1#B(parent) U1#A001(base) consolidated after proper month in 2026 U1#B001(base)Same Scenario Across Two Cubes vs Separate Scenarios — Pros & Cons?
Hello everyone, I’m looking for feedback on the pros and cons of using a single Actual scenario across two cubes (e.g., Consolidation and FP&A) versus defining separate scenarios for each cube. For example: Option 1 (shared): Consolidation Cube : Actual (Scenario Type = Actual) FP&A Cube : Actual (Scenario Type = Actual) Option 2 (separate): Consolidation Cube : Actual (Scenario Type = Actual) FP&A Cube : Monthly (Scenario Type = Control) From your experience, how do these approaches compare in terms of data governance, maintenance, performance, flexibility for planning/reporting, and potential risks (e.g., unintended impacts between cubes)? Any best practices or lessons learned would be greatly appreciated. Thanks in advance!
