Data retention and deletion
As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older than that must be expunged. Manual, painful, detailed steps aside: is there a good way to clear all old data that I just have never learned about because I have never actually worked with an org who was willing to let go of even one byte of information? I can manually delete the cube data with enough work (clear rules, consols, the odd custom rule or update to a member formula.) I can delete stage source data with even less work, though its still a bit tedious to click through a bunch of workflows. I haven't yet looked into how to delete stage target data; I'm hoping to find an easy solution but I'm also hoping someone will just tell me so I don't have to learn the hard way. What other data have I not even thought of yet? How do I get rid of it? Going forward, after we finish our year-end close, I suspect the next step for we admins will be to clear the oldest year. Ultimately, I'll have to write this into a guide that those who come after can follow but there's still lot I don't know that I don't know.19Views0likes3CommentsUpgrade from 9.1 to 9.2
Hi, I would like to know if any major changes need to be carried over from 9.1 to 9.2 version upgrade. As we had some changes performed when we moved from 8.5.1 version to 9.1.0: Winscp to SSH.net Marketplace solutions to be upgraded to latest versions also Navigation center replaced applications reports, security audit reports. so, we had to remove the existing AR, SAR solutions. We had .vb in the extension wherever the xfbr has been referenced that extensions were no longer supported in 9 version. Thanks in Advance!90Views0likes1CommentPercent Consolidation Behavior
Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ? Thank you for the feedback and help!Solved108Views0likes5CommentsComplex Expression in Transformation Rule - How to exit rule?
So we have a UD2 mapping set up in the List section. What I want is to be able to set up a Complex Expression in the UD2 Composite section so that for certain accounts it does nothing and so moves on to the List section, but for everything else we have a hard coded UD2 (e.g. None). I have no problem with setting the criteria in the Complex Expression, but I don't know if it is even possible to write some code that forces it to skip on out and look at the List mappings? I realise this is maybe a bit back to front compared to how the Composite mappings work, but we have a very tight list of accounts where we need to do the List UD2 mapping, and everything else (which can be any other account) should just go to None.4.1KViews0likes20CommentsCan constraints Slow Things Down in OneStream?
Constraints in OneStream are filters applied to metadata dimensions such as Flow, Accounts, UD1, or specific cash flow lines to narrow the scope of calculations, data retrieval, or Cube View rendering. They’re powerful tools, but when applied too broadly or dynamically, can they degrade performance? Larger evaluation footprint A Flow or Account constraint forces OneStream to check every intersection in that dimension. In dense cubes, this can mean millions of evaluations. 1. Dynamic filters are expensive. Static lists (e.g., A#1000, A#2000, Flow#Operating) resolve quickly. Dynamic logic FilterDim, Boolean conditions, or formula driven sets require runtime computation. Why? 2. Stacked or nested constraints multiply the cost. Does layering constraints across Flows, Accounts, and UDs in OneStream force the system to resolve each filter before executing calculations? 3. Reduced parallelism. When constraints slice across cash flow lines or UD dimensions, the engine can’t fully parallelize tasks. Does more constraint mean fewer threads working freely? Do you agree? Why? Cheers70Views0likes0CommentsCan we make consolidation process faster?
Hi, Currently we are not using translation (currency conversion) and I was wondering if we can skip translation process while consolidating or can consolidate only specific accounts (if it allows) to make the process faster? We have a reporting application with huge set of data and need to refresh the data hourly followed by consolidation which is time consuming process. I am using data management out of the box step for consolidation with C#Aggregated. Can I use any other approach to make it faster?Solved119Views1like3CommentsFX Rates by Subsidiary
Hello ONECommunity, We use NetSuite as our ERP system, and we have different FX rates by subsidiaries that apply to the transactions that occur within those subsidiaries. This means that for AverageRate we can have two EUR->USD FX rates within NetSuite. One FX rate for each of the two subsidiaries. When we pull those transactions for our income statement accounts into OneStream to load our YTD Actual scenario, we are seeing some FX variances because OneStream can only apply one EUR->USD FX rate that is stored within the cube's applied FX rate type. How have others solved this issue? Is there a way to apply multiple EUR->USD FX rates within OneStream we are not seeing or is this whole process uncommon and we need some changes to our ERP? Thanks!Solved60Views0likes2CommentsSetDataCell on AdjInput & OwnPreAdj
Hi All - I have a question on the SetDataCell Does the below work? I am trying to write 1 to an account. api.Data.SetDataCell("S#UltOwnShipConsolTracker:V#YTD:A#DirectOwnership:F#None:O#AdjInput:I#None:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None", 1, False) My Origin is AdjInput & Consol is OwnerPreAdj Thanks KrishnaSolved37Views0likes1Comment