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.Solved39Views0likes5CommentsPlanning: Daily Data to Daily Import to a Monthly App
Have you seen a KB / post that met the requirements for daily data? Please share your experience / practical advice to help us meet daily data requirements. - for Planning - flat files: Daily Data per Month - flat files: Daily Import - Reporting by Day by Month Thank you folks for sharing your expertise.Solved58Views0likes1CommentDynamic Cubes from Multiple Cubes
Is it possible to build a dynamic cube from multiple cubes? For instance, could I build a dynamic cube that had income statement level data from our month end close cube and summarized headcount data from People Planning? To my mind this is where the power of Dynamic Cubes would really shine.Solved155Views0likes4CommentsHow 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!20Views0likes0CommentsHow 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.24Views0likes0CommentsDynamic 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!Solved160Views0likes1CommentCube 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?Solved108Views0likes4CommentsTask 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.29Views0likes0Comments