Management vs Stat reporting - best practice approach?
Hello, We want to review both our Management and Stat reporting on a monthly basis. The 2 approaches we are considering using are: employ an Audit / Nature UD to build the separate views by adjustments layered over the local GAAP import. or use a separate Scenario for each view with the Local GAAP data being fed into each scenario. One of the main differences between the two views would be pre-acquisition TBs for newly acquired companies being included in the management view for comparative purposes. Would be Interested to hear anyone's feedback or suggestions - thanks!
Dashboard component/business rule
Is it possible to do a live character count using a text box and label component inside of a business rule that counts characters as they are being typed into a text box component that is used in a dashboard? The contents of this text are written to a relational table but as for the character count, I want to do that live BEFORE I write the contents to a relational table. This is on an 8.4 application.
Stored Calc Issue
Hi Team, I am trying to build a Stored calc. My account type is "Revenue" & Formula type is "Formula Pass 11". Here, if i give full combination (All Dimensions) data is sending from Source to designation. and one more thing if i give any variables Data is not sending from source to Destination. can you please help us how to make the calc as dynamic since i am giving all combinations.Confirmation Rules - Time Frequency
Hi there, We've developed rules that works properly in actuals with monthly frequency. Is there a way to use the same rules in other frequencies? I tried to link them to a budget scenario with yearly tracking frequency (Scenario property), but they are applied at the end of the year (for instance 2022) instead of each month. This behavior is kept even after changing to Monthly frequency, or "Member Filter" using "T#|WFYear|.Base". Is there a filter on the time from the WF itself? Ideally, we'd like to keep the actuals conf rules as they are. Thank you for the help. Regards
DM Step Issue with Exporting Data with View Filters
Hi team, I'm trying to export data using a Data Management step with view filters. When I specify the view as V#Periodic,V#YTD, only V#Periodic data records is being extracted. If I reverse the order to V#YTD,V#Periodic, then only V#YTD data records get extracted. Has anyone faced this issue or knows how to correctly extract data with View dimension filters? Thanks in advance! 🙂
Meta 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.
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?
XF 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.
