Smarter Data Loading: How OneStream Transformation Rules Automatically Handle New Members
In the world of Enterprise Performance Management (EPM), clean and accurate dimensional mapping is essential for a reliable reporting process. Fortunately, OneStream makes this easier through its robust Transformation Rule framework, which intelligently handles new dimension members automatically. Whether it's a new GL account, cost center, or entity, OneStream’s transformation engine ensures that new data doesn’t derail your process, even before user intervention. 🔍 Key Benefits Dynamic Member Detection When a new source member enters the system—say, a newly created account in the ERP—OneStream flags it immediately as “Not Mapped” in the staging area. This provides the user or administrator with a clear indication that attention is required. Mapping can then be quickly added or adjusted to keep data flowing seamlessly. Centralized and Flexible Maintenance Transformation rules support Wildcard and Dynamic Mapping, making it easy to set default routes for unknown members (e.g., directing all new accounts to a placeholder for Unmapped Accounts). From there, consultants or admins can reassign the correct mappings when ready. This approach provides control without interrupting the load process. Built-In Mapping Validation There’s no need to build dashboards or manual reports to detect mapping issues. OneStream’s Data Source and Transformation Rule editors include built-in validation tools to identify unmapped or incorrectly mapped items before they affect results. This enables early detection, faster resolution, and reduces dependence on visual checks. ✅ Why This Matters By leveraging these out-of-the-box capabilities, organizations save time, reduce risk, and streamline their integration workflows. Consultants can focus on higher-value tasks instead of constantly updating mappings, and end users can trust that data loads will highlight issues automatically, before reporting is impacted. Please keep it simple. Do you agree that OneStream handles what it's built to do?How to Run Workspace Assembly from a Data Management Step In 6 Easy Steps
This was originally a question.It took a while to figure out, so to save someone else the hours of trial and error, here is the process I use in detail, start to finish, to run a Workspace-based Data Management step in a Workspace Assembly business rule. Here's a How-to step by step: List of abbreviations used below: DM: Data Management WS: Workspace MU: Maintenance Unit BR: Business Rule AS: Assembly 1. Workspace:Set the NameSpace Prefix - this is what gets filled in at runtime for __WSNameSpacePrefix 2. Assemblies: Note these properties 3. Create the Assembly Business Rule:Create an "Extender" business rule, this is done by right clicking files and selecting "Extensibility Rules" Add some test code, to verify correct configuration, such as BRApi.ErrorLog.LogMessage(si, "Hello from the new extender!"then code the way you would any other extender 4. Create The Data Management Group: Create a DataManagement Group in the same workspace that the Assembly that has your business rule is in 5. Create a Data Management Step - Create a DM step in the new DM Group, reference the rule using the pattern: Workspace.{WorkspacePrefix}.{AssemblyName}.{BusinessRuleName} In this case it would be: Workspace.Current.DMTestAS.DMTestStepExtender Note: we could also use 'DMTestWS' instead of 'Current'.We use Current because the DM Step is in the same WS as the Extender Rule. 7. Done! Test the DM Step with run button and check the error log(System Tab -> Logging -> Error Log),for your test code's output.Fact or Fiction? A user must upgrade to the latest software version in order to continue using OS
A user must upgrade to the latest software version in order to continue using Onestream Question Credit: Nick Hymes Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? I have People Planning in my application, I can set this up so that only some...
Statement: I have People Planning in my application, I can set this up so that only some people can see the data – and not the CFO admin Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!Fact or Fiction? Assuming data exists at every base account shown, the data will be accurate at...
Assuming data exists at every base account shown, the data will be accurate at the 69000 – Net Income level using the following account structure in a monolithic cube. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? If you’re using a dimension for only dynamic calculation members, it needs to be...
If you’re using a dimension for only dynamic calculation members, it needs to be enabled on the cube where you want to use that dimension. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? All Scenarios belonging to the same Scenario Type must have the same Formula...
All Scenarios belonging to the same Scenario Type must have the same Formula assigned Question Credit: Janice Kirkbride Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? Scenarios always must utilize the FX rates on the Cube
Scenarios always must utilize the FX rates on the Cube Question Credit: Parker Laabs Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releasesFact or Fiction? An account can exist in multiple account dimensions
An account can exist in multiple account dimensions. Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases
