Planning: Daily Data to Daily Import to a Monthly App
Please share your experience / practical advice to help us meet daily data requirements. Have you seen a KB / post that has met daily data requirements for Planning? - Daily Data per Month - Daily Import - Reporting for Planning by Day by Month Thank you folks for sharing your expertise.
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!
How to stop a Data Adapter task that keeps launching CubeViews?
Hello, I’m facing an issue with a Data Adapter that launches a CubeView. The problem is that the Data Adapter seems to be looping and triggering the CubeView multiple times, which results in a very long execution time. When I manually cancel some of the tasks related to the CubeView, it looks like new tasks keep getting created, as if the main process is still running. My question is: Is there a way to kill or stop the main task/process that was initiated by the Data Adapter, so that all dependent CubeView tasks are also stopped as a consequence? Or is there a recommended way to safely terminate this kind of runaway Data Adapter execution PS : The same OS environment hosts both development and production. I’m currently running OneStream version 7.2. Thanks in advance for your help.
Dynamic Dimensions/Cube Services
Hello everyone, Trying to create dynamic dimension in v9.0 application, I'm not able to an option to do the same in the create dimension source type dropdown. Only seeing the following Same issue with creating Dynamic Dimension in a Service Factory (see ss below) Also not able to see any Data Binding Type setting on the cube in order to turn the into dynamic cube Does anyone have any idea if I may be missing anything here, or does the dynamic cube/dimensions is something I have to ask OS to enable in my application? Appreciate your time, thank you!
Cube view no input cell based on parameter selection
In the cube view, I have the customer selection on the dropdown list. When NoCustomer is selected, they want to see data that is loaded on Import. But they want to block the input for NoCustomer on Forms. is there an easy way to achieve this? Like if NoCustomer, read only?Task Manager Auditor / View Only Access
I have a requirement to setup auditor (view only) access within the Task Manager solution. Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution. My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned. Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.
