Best practices for handling overlays with varying dimensionality in OneStream
We are designing a planning solution where overlays will be used across accounts with very different levels of dimensionality. For example: Some accounts have minimal dimensionality (straightforward base members for input). Others require navigating through multiple UDs before reaching the base intersection. Ideally, I’d like users to be able to choose their drill-down path until they reach the correct base intersection for data entry. Has anyone implemented a design pattern or approach that balances these differences effectively?16Views0likes1CommentMeta Data UD2 DIM
We have some group of base customers under different parents with text property, and we are planning to block input to those customers in all the input forms if we use dimension property Allow input 'false' then it will block input but after that update during close FPA team should do adjustments for those Customers. Can we do it with irrespective of that dimension property false update. Is there any option that without updating input forms (CUBE VIEWS) with customer (UD2) parameter or with the help of business rule can we override that dimension property Allow input 'True' by running DM Step for certain customers when we give them in DM JOB and revert again to false after inputs through DM step. Please suggest your solutions.11Views0likes1CommentData Management Step Service documentation missing ?
Hello, It looks like the data management step service in assemblies is currently not documented in the online Help. Does anyone have experience, snippets to share in order to leverage this service? How is it triggered? What can we do with it ? Regards,Solved74Views0likes6CommentsXF Dimensions Template - Update properties by scenario type
In the metadata XML file, if there are multiple values by scenario type, it splits into two rows and there is no easy way to generate two rows from the XF Dimension template. Is there any way to update member properties varying by scenario type via the upload template? I have to manually update, copy, and paste hundreds of times in order to have that property updated for the accounts. Using the standard metadata builder template, the other properties are getting overridden.16Views0likes0CommentsWhere are journal attachments stored in OneStream?
Hi all, Does anyone know the physical storage location for journal attachments in OneStream? I found a table (table name: Attachements) with file names and related text but couldn’t locate the actual folder or path where I can extract it using a BR. Thanks in advance!Solved24Views0likes1CommentZero cells count
Hi, I wanted to ask about the OneStream guidelines for an acceptable proportion of zero cells. I remember reading something a few years back about a suggested maximum proportion, but I can't find that info now. I know it's important to minimize zero cells and that there are ways to do this, like using the RemoveZero command in formulas. I also get that the proportion of zero cells is just one part of the overall system performance. Could you share the specific proportion of zero cells to total cells that would typically trigger further investigation? Also, what threshold would indicate that I'm in the clear? I have one client with an existing implementation where zero cells make up about 20% of the total data cell count at the total entity level for Actual. Is that a reasonable proportion? Thanks25Views0likes1CommentLock Out Sold Entities, Keep Their Impact!
Managing Sold Entities Without Losing Consolidation Results. Hi Community, We’re looking to hear how others handle this in OneStream: When an entity is sold in a specific period (e.g., 2025M5), the requirement is to: ✅ Retain its posted journal values in group consolidation ❌ Prevent any further use of the entity (journals, data loads, forms) The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity. Our workaround: Keep In Use = True for the sold period Use workflow locks and security restrictions to block future changes Only set In Use = False once everything is finalized and locked 💡 Feature Suggestion: It would be incredibly useful to have a system property or override flag that allows us to: Set In Use = False to fully disable the entity in the workflow Still retains its consolidated values during reconsolidation How are you managing this today? Your thoughts! Thanks,27Views0likes0CommentsLooking for a security report
Hi all, Does anyone know if the standard OS security audit or application dashboard reports present a way to determine all of the objects within a OneStream application where a particular Security group is used? For example - let's say I have a grp called "E_WF_specialUsers" and I want to better understand where this group is used within my application (i.e. is it attached to the display group of certain user dimensions, or account members, or workflows, cube views, etc.). I can't seem to find anything that does this within OS but want to make sure I'm not missing something here. Thanks in advance, K.25Views0likes2CommentsTracking User Details and Timestamps in OneStream Dashboard Export
Hi , Good Day! I'm currently building a dashboard in OneStream that allows users to select all possible points of intersection for dimensions and their members. Once selected, they can click a button to export the data to a file share using a Data Management export sequence. This part is working well, and the dashboard is complete. Now, I want to enhance it by capturing user details (who entered the data) and the timestamp of when the data was entered for each point of intersection. I'm wondering if there's an existing OneStream Marketplace solution or feature that supports this kind of tracking and logging. Has anyone implemented something similar or come across a solution that could help with this? Thanks in advance!16Views0likes0Comments