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.About Foundation Second Edition
Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality Tune Performance, and optimize your application New content on Workspaces, Smart Integration, Dashboard design, and more. Over 180 updated images. The information contained within this book is relevant to software version 8.4.0. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Foreword by Tom Shea Introduction [Peter Fugere, updated by Chul Smith] Methodology and the project [Greg Bankston, updated by Greg Bankston] Design and Build [Peter Fugere, updated by Chul Smith] Consolidation [Eric Osmanski, updated by Nick Bolinger] Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski] Data Integration [John Von Allmen, updated by Joakim Kulan] Workflow [Todd Allen, updated by Chul Smith] Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith] Security [Jody Di Giovanni, updated by Bobby Doyon] Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith] Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker] Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]About Advanced Reporting and Dashboards
Written for administrators, dashboard and report designers, plus end users, and filled with background knowledge and step-by-step guides, this book deep dives into cube views, dashboards, reporting, and highlights the tools and tricks that will take user experiences to a new level. We examine how leveraging the full power of the OneStream Platform will help you move beyond the standard interface, align your end-user experiences with your business and process requirements, promote user adoption through efficiency and ease of use, and truly maximize the value of your OneStream implementation. By the end of this book, you will have a deep understanding of the components that drive the user experience and how and when to use them. You’ll walk away with a plethora of tools and ideas to incorporate into your application to deliver your very own user experience. In this book, we will: Design and build cube views, based on data entry and reporting needs. Discuss the use of cube view extender business rules to expose advanced formatting capabilities. Explore how navigation links and drill to dashboard functionality provide intuitive analysis. Identify the benefits of configuring personalized home pages to ensure user adoption. Create working role-based dashboards inspired by real-world customer requirements. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Getting Started Keeping The User in Mind The Moving Pieces OnePlace / Out-of-the-Box Basics Cube View Concepts Fundamentals of Cube View Design and Build Cube View Formatting Taking Cube Views to the Next Level Build Your Own Cube View Dashboards Splash Screens and Home Pages Executive Dashboards Administrator Dashboards Dashboards for Budgeting, Planning, and Forecasting What Have We Learned?
