Question: Client wants to be able to input parent entity adjustments using forms rather than journals.
Question Answer The relevant account(s) needs the follow setting updating to Data Entry rather than Journals See knowledge base article KB0010218 for complete instructions https://onestreamsoftware.service-now.com/sp?id=kb_article&sys_id=1bc22565db472b008feee3a84b961963 Source: Office Hours 2020-07-02 - Partner Enablement
Question: Is it possible to filter the list of members returned in a parameter/drop-down box based on a user’s cube data cell (“slice”) security access?
Answer One approach would be to use a bound list parameter together with a dashboard dataset business rule. Source: Office Hours 2021-04-29 - Partner EnablementQuestion: Is there any security options to limit a user's ability to submit data using excel?
Answer Submitting data via excel will respect the security model set up in OneStream. So consider typical security setup. Also consider using constraints to manage "valid" data intersections. Inputting data via set cell will get tracked in the audit logs, however, clearing this data can be problematic if you wish to clear all out all submitted cells. Rather than using set cell, another option is to set up an excel import which would go through stage and allow for clearing of the data set. There is a pending enhancement request to have an option available to restrict some users from submitting via excel. Source: Office Hours 2020-7-2 - Partner EnablementDoes OneStream have the capability to refresh Cube View connections within Excel workbooks via XFDoc or some other type of functionality? Goal is to schedule the refresh & distribution of an Excel workbook via the Book or other functionality, so that both CVs and XFGetCells can be used. Per our prior testing, when using an XFDoc.Xlsx file type, the XFDoc will refresh XFGetCells when retrieved. However, it does not refresh cube view connections embedded in the Excel XFDoc.
Answer There are numerous Enhancement Requests related to this: PF-385, PF-1309 Source: Office Hours 2020-10-08 Partner EnablementQuestion: In a Cube View heading, how can I include the last day of the month as the time description in a page caption (e.g., display "as at 30 September 2020" instead of "September 2020“)?
Answer Assuming that the date being shown is always the last day of the month and the client is using calendar months, it is possible to use XFBR string rule to call a function to get the number of days in the month. Source: Office Hours 2020-01-17 Partner EnablementIs it possible to load multiple thing planning registers to meet different requirements and, if so, how?
Answer It is possible to create different "versions" of thing planning which could be then used for different requirements (e.g., travel planning and sales planning in the same application). Using the marketplace solution "Marketplace Solution Tools", you can create multiple instances of a marketplace solution which you would then load into the application as normal. Source: Office Hours 2020-12-03 Partner EnablementQuestion: According to the Design and Reference Guide, it is possible to post adjustments using a form. How is this set up?
Answer It is possible to use a data entry form to update the AdjInput member of the Origin dimension. This is achieved by setting the adjustment type on an account-by-account basis. Each account member has an Adjustment Type property which gives control over whether the AdjInput Origin member will be populated using Journals or Data Entry Forms. This property can vary by scenario and time. Source: Office Hours 2021-01-21 - Partner EnablementCan you give an example of the best way to sum a row from a cube view? For example, if I add two rows to a cube view, one with a selection of members, how do I make the second row a custom sum of the first? I know one way to do it, but I don’t love it, I would love to see what else you guys recommend.
Clarification – this is referring to using Cube View Row/Column math when members expansions are in use. Answer No “elegant” ways to address this currently – options are: Avoid using member filters (i.e., break the source rows down to more detail) Replicate the member filter in a GetDataCell function on the total row Create a CV Helper function to return the same thing Enhancement Status: There have been numerous enhancement requests to allow CV Row/Column math to work against member expansions, as well as suppressed rows/columns. These have all been approved by Development and should be in one of the upcoming quarterly releases in 2020. Source: Office Hours 2020-03-26 Partner Enablement
