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!
FX Data Feed - Actual & RE-BP Rates - Automate from Onestream to another source like GCP
Hi, we are looking for guidance and experience on automating the process of exporting fx rate data from OneStream to Google Cloud Platform (GCP). What is the best approach to automate this data flow from OneStream to GCP? Are there recommended methods (API, connectors, data pipelines) for this integration? Any best practices or examples for handling FX data in this setup? Thank you!Extract Related components for Dashboard
Hi OneStream experts, Lets say a dashboard has 10 components in DEV and in PROD. Added 11th component in DEV and want to move it to PROD by Extract and Load. Is there any easy way to collect all related components of a dashboard? Manually collecting components is painful. What is the best secured way to collecting objects to move it to PROD? Thanks //SureshBackward compatibility in client software
Hi Onestream experts, We need to install client software 9.1.0 for accessing Environment 1, which is running on version 9.1 We could not use the client software 9.1.0 for accessing Environment 2, which is running on version 8.4 Why is the client not backward compatible? This is a very normal situation for any customer, to have different environment in different version. How to solve this? Thanks Suresh
