Use Claude to speed up OneStream development?
Hi All, Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience? In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose. By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so. Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build. Thanks.36Views1like1CommentConsolidate / Aggregate Averages
Good morning all, i've been asked to add some customer satisfaction values to our reports and its just a score out of 5, this works fine for base entities but I really need to parents to be an average of the base Entites that have a value. Is there a way t achieve this? appreciate your time. Tad26Views0likes1CommentSame Scenario Across Two Cubes vs Separate Scenarios — Pros & Cons?
Hello everyone, I’m looking for feedback on the pros and cons of using a single Actual scenario across two cubes (e.g., Consolidation and FP&A) versus defining separate scenarios for each cube. For example: Option 1 (shared): Consolidation Cube : Actual (Scenario Type = Actual) FP&A Cube : Actual (Scenario Type = Actual) Option 2 (separate): Consolidation Cube : Actual (Scenario Type = Actual) FP&A Cube : Monthly (Scenario Type = Control) From your experience, how do these approaches compare in terms of data governance, maintenance, performance, flexibility for planning/reporting, and potential risks (e.g., unintended impacts between cubes)? Any best practices or lessons learned would be greatly appreciated. Thanks in advance!27Views0likes0CommentsTXM - TXM - Reconciling Duplicate Lines with the Same Amount in the Same Data Set
Hi, We are working on a Proof of Concept (POC) with the aim of implementation. However, one issue remains a roadblock and is hindering the adoption of the solution: the deletion of lines loaded with the same amounts, which we are unable to reconcile or isolate. In TXM, our ERP system sends us many identical lines (following corrections by the accountants): e.g., Transaction ID 1, CPT1, Invoice: 10000 Amount: 10; Transaction ID 2, CPT1, Invoice: 10000 Amount: 10; Transaction ID 3, CPT1, Invoice: 10000 Amount: 10. I would like to know how, within a single Data Set and from the same Data Source, to reconcile and/or isolate these lines, which represent unnecessary noise in the analyses. From my understanding, intra-Data Set reconciliations are not possible in this case. I sometimes have 2, 3, 4, 5 or even more almost identical lines that unnecessarily clutter the analyses and hinder the actual cases that need to be studied. Do you have a solution for reconciling these lines and placing them in a reconciliation status awaiting validation? (Ideally, matching them with a reason code like "same lines," for example.) Thanks! BR15Views0likes0CommentsHide Tabs in Dashboard
Hi, I have a dashboard with 5 tabs which is assigned to a workflow step. One of the tab has a cube view where assumptions are inputted. I want this tab to be visible only for administrators and not for every user. IsVisible is something i have used to hide dashboard components with an XFBR but i dont see the same option for embedded dashboard. Is there a way to get this done?72Views0likes2Comments"In Use" property: Time and Scenario Dependent maintenance
Hello All, for our project, we are using the In Use property in UD2 with the Time/Scenario dependency option. Seems to work but the problem for us and also raised by customer is the maintenance part of it. We showed them how to use Grid View but with that we are not able to see how this In Use property is configured by scenario and time. Grid View only shows In Use ticked box everywhere even if we set it to False for some scenario/time combinations. This is really a drawback for us now in implementation phase and for them in the future to administer this application. Does anybody that used scenario/time dependant set up (whether for in use property or for any text attributes, that would be same problem) had a good way to maintain this property without having to go one by one in each member to see what is configured and update it ? Or did you achieve differently the requirement to handle the fact to activate/inactivate some members over time without using the In Use property ? Thank you in advance for your support and feedbacks on that!Solved225Views0likes4CommentsData retention and deletion
As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older than that must be expunged. Manual, painful, detailed steps aside: is there a good way to clear all old data that I just have never learned about because I have never actually worked with an org who was willing to let go of even one byte of information? I can manually delete the cube data with enough work (clear rules, consols, the odd custom rule or update to a member formula.) I can delete stage source data with even less work, though its still a bit tedious to click through a bunch of workflows. I haven't yet looked into how to delete stage target data; I'm hoping to find an easy solution but I'm also hoping someone will just tell me so I don't have to learn the hard way. What other data have I not even thought of yet? How do I get rid of it? Going forward, after we finish our year-end close, I suspect the next step for we admins will be to clear the oldest year. Ultimately, I'll have to write this into a guide that those who come after can follow but there's still lot I don't know that I don't know.Solved129Views0likes7Commentsv9.0.4 Platform Upgrade - OFC Impact
Hello all, It's unclear to me if upgrading the platform to v9.0.4 will impact the continued use of OFC PV 8.4 SV112. Does anyone have any insight if OFC needs to be upgraded to PV9.0.0 SV201 if the platform if upgraded to v.9.0.4? Thank you!Solved69Views0likes1CommentSetLiteralParameterValue issue on web
In our first workflow step, we set the value of a literal parm using dashboard extender and then in next step use that parm in a DM job to export data based on that parm value. On windows client, our DM job works fine but when we try it on web, it does not find the value of the parm and errors out. Can someone please share any experience with this kind of setup and how to make it work on web?80Views1like2Comments