OneStream Excel Enhancement Requests
Hello, Our Organization is currently going through a Planning implementation of OneStream. We have provided a list of enhancement requests to OneStream that we feel would significantly improve the products reporting capabilities. Here is a list of the enhancement requests submitted. I am posting with hope that other customers would also benefit from these enhancements and reach out to OneStream directly to also request this functionality! You can also like ("Kudos") this post. 1. Drill Down within XFGetCell Function. (This was something that came up a lot at Splash when discussing with other customers) 2. Retain excel formatting when refreshing quick views 3. Ability to utilize the member description to pull quick views or XF functions (Today you can only user member name) 4. “Hardcode” the default Quick View POV when creating a new quick view (Users are required to retype their defaults when sending a report to a user otherwise the data could change depending on the other users POV settings) 5. Option for a Default “Member Expansion” that will only pull parent members (Subtotals). This would be helpful when drilling or creating reports
Using Git or other version control source control for OneStream
Has anyone used Git or another version control / source control system with OneStream? Currently, we keep a lot of commented out code in our OneStream system. It would be a lot nicer to be able to only have to keep the latest in production, and have a version control system track the changes. By default ( not that I know how to change it) the OneStream app does only 1 XML document per type, so the changes aren't tracked at the individual object level, and you'll get a lot of changes to search through. Has anyone made it work, or are you aware of a best practices document or other doc for this?
Task Scheduler: best way to disable all tasks in app copies
Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have. Thanks, Nicole
SQL table editor - no access to add or delete rows
Hi, As an admin user I can add and delete rows from a SQL table editor. However a non-admin user does not have access to do so. They can view the data but the add/delete row button on the toolbar are greyed out. Can someone tell me how to give them access to add/delete rows? Thank you Mark(on Prem) Automate Daily Restores from Prod to Test (automate rename in O.S. DB Config tool)
We like to have a "Prod Yesterday" version in Test that has data from the overnight backup of production. This helps when working with data issues and testing where one wants to have up to date data. The major stumbling block to automating this is the need to automate the Rename Application functionality in OneStream Database Configuration manager. Has anyone found a solution for this? Or, for the more general solution of automating a daily restore of production to a lower environment for on premises OneStream? Overall process: MS SQL job restores the MS SQL DB to the lower environment We run the One Stream Database Configuration Tool , select the database, right-click and select "Rename Application" Restart the IIS servers Import (IE "Load") XML files to apply Test environment config
Using a Where Clause for the Member Filter Tree - Is this Possible?
Is it possible to use the where clause for the member expansion ".Tree", specifically filtering on the AccountDim. There is a top-level reporting cube and a few merged cubes sitting beneath (using entity extensibility). There are also a number of extensible Account Dimensions utilized... i.e., Level 1 (Highest - Forecast Accounts) Level 2 (Consolidated Accounts) Level 3 - #1 (Lowest - linked to lower-level reporting subsidiary cubes using base GL Accounts - the account dimension names for these cubes always include 'Base') Level 3 - #2 (base GL Accounts) Level 3 - #3(base GL Accounts) Level 3 - #4(base GL Accounts) I am looking to build a report using the ".tree" member filter to allow for expandable/collapsible rows (accounts as rows), however I do not want to include the Level 3 Account Dimensions. When building out a consolidating report (pulling from the top-level reporting cube) with the entities running across the columns I am having trouble filtering out the Level 3 Account Dimensions. When I try A#Revenue.Tree.Where(MemberDim DOESNOTCONTAIN 'Base') or something of the similar the report is only displaying the Revenue account. I have tried using the options function such as, A#Revenue.tree.options(Cube=[Top Level Cube], ScenarioType=Actual, MergeMembersFromReferencedCubes=FALSE), however when the merged entities are included in the columns the report pulls in the level 3 account dimensions.. Ultimately the goal is to create a report that allows for expandable/collapsible account rows but filters out the level 3 account dimensions. Any ideas how to achieve this?