Default location saving excel files, not a temp folder
Hi, I noticed that when exporting a workflow/cubeview to excel the default save location of that file isC:\Users\xxxx\AppData\Local\Temp\OneStream. The local IT group policy is to empty that folder upon rebooting the computer. This path is not setup in my own/local excel options. Is there a way to change this folder location to for example 'downloads'?
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
Forecasting Adjustments
Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hierarchy as needed for specific adjustments. Would love to hear how you’re accomplishing this - any feedback would be appreciated!Cube View DatePicker, Time Zone and Custom Calculate
We're working on a solution, where users can enter and view a date through a Cube View using the Cell Type Date. The challenge is how OneStream handles date's (datetime) with time-zones. When a date is saved to the backend, it's converted to UTC time-zone. The Date component in the Cube View is also Time-Zone aware, so that it uses the local time of the user, to convert back from the backend UTC to local-time. The challenge with this is 2 fold: 1) Assuming we would calculate a rent for a given period. The user, based in CET time-zone, enters 2022-1-15 using the Gridview. This date is converted to 2022-1-14 as UTC (2022-1-14 23:00:00). Using a Custom Calculate method to calculate the rent from start (2022-1-15), now adds one day more, as the server time is UTC. (don't mention Daylight Saving Zone) 2) If another user, based in US Central, is reviewing data in the same Grid View (and same POV), this user will see a wrong date, as the server UTC date, is converted to this user's local time Is there a way to specify in the Cube View, that when using the Date/DateTime picker, that the component should ignore time-zones? Or are there other usable solutions for this issue? Cheers
O#Forms submissions to locked forecast scenarios
Hi all, How do you handle preventing users from accidentally loading data via an excel XFSetCell or QV submission to O#Forms/O#BeforeAdj on a scenario that’s locked on the workflow in OS? I’ve submitted this via OS support and there’s an enhancement request for “Requesting option to prevent users from submitting data in Excel via XFsetcell or QuickView” but there’s no workaround that they can provide. Our FP&A users load all data via excel and they’re generally educated enough to know what dimensions to change, but sometimes the communication doesn’t go out timely enough from corporate FP&A to stop loading adjustments (though the scenario is locked promptly on the workflow) and so we run into this issue. Any thoughts or feedback would be welcomed! Thanks!Having trouble installing OneStream on my Windows 7 Pro machine
Originally posted by Kostas Daikidis I'm having trouble setting up OneStream Golfstream sample on a standalone (app server, web server and db, no SSO) Windows 7 Pro machine for learning purposes. I have all the prerequisites, however, the app server fails to start with the following message: Error starting application server 'localhost' Please contact the System Administrator to resolve the issue and restart the server. Application Server Configuration Folder: 'C:OneStreamShareConfig'. Framework Database Schema: 'OneStream_Framework' Selected Server Set: 'Standard' I've followed installation instructions to a tee and tried clean install twice already. I'd appreciate your help.
