Scenario management for FX
We are in the design and build phases of OneStream and it is really important to me that we get the foundation right and use OneStream the way it was intended to be used. What are the recommended design solutions in OneStream to enable users to quantify the FX translation impact separate from performance when comparing one period of time to another (e.g., YTD actuals versus budget or full year latest forecast versus full year budget). Hi HFM we do this through recalculation scenarios. For example, we have the following budget and forecast scenarios. 14 forecast scenarios - one for each month, one to recalculate the prior forecast at the most recent actual rates (used for comparisons against YTD and month actuals), one to recalculate prior forecast at the forecast rates (used for full year comparisons to prior forecast and full year budget). The latter two get overwritten every month with the latest previous forecast data and new rates. 3 budget scenarios - one for the original budget, one to recalculate the budget at the most recent actual rates, one to recalculate at the latest forecast rates. The latter two get overwritten every month with the new rates. The process works well in HFM. Should we design the same solution in OneStream? How do other people manage this?
PowerBI Custom Data Adapter
I have built a OS data adapter off of a cube view that has a parameter that prompts for entity. I subsequently built PowerBI query to pull data via this data adapter. I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI. What I would like to do is replace hardcoding the Entity value with list prompt for the user. That will let the user decide which entity they want to pull when they refresh the query. Any ideas on how to create this functionality? #PowerBI
Create new Documents in Narrative Reporting
Hi, I am attempting to upload files for our Narrative reporting and I am failing miserably here... I would like a CubeView report in either Microsoft Word or PowerPoint. I have following the instructions online within Word to Insert >> Field >> DocVariable and input the Syntax as instructed: I add it to my Narrative files and keep getting errors about parameters. I went as far to change the report so there are no parameters and all the dimensions are defined within the CubeView. Any ideas what I could be missing? Or does anyone have an example of what they used for their syntax and uploads? I can't seem to find this initial step.WfTime parameter not working in SQL table editor
Hi everyone, I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table: The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'), it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|: and it shows exactly the current WF period: Is it possible that the parameter |WFTime| does not work as a filter for a SQL table editor? Or am I missing something? Thanks in advance for the help!
How can I become a Advanced User of Member Filter Builder in QuickView
I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?
How do I remove parameter prompts from WF?
I am using a Cube View (IS) within a dashboard. The client does not want users to be prompted with parameters for selecting Entity, Time, or View. Instead, they expect these dimensions to be driven automatically by the Workflow Point of View While I’ve successfully applied WF Time and View dimensions in the CV to align with the Workflow POV, I’m encountering an issue with the Entity dimension. It does not respond to the Workflow POV such sd WF, WFProfile, etc.. I either have to hardcode it, or use the Parmeter. Can I create a parameter that does not prompt a user make a selection?
