Best practices for handling overlays with varying dimensionality in OneStream
We are designing a planning solution where overlays will be used across accounts with very different levels of dimensionality. For example: Some accounts have minimal dimensionality (straightforward base members for input). Others require navigating through multiple UDs before reaching the base intersection. Ideally, I’d like users to be able to choose their drill-down path until they reach the correct base intersection for data entry. Has anyone implemented a design pattern or approach that balances these differences effectively?12Views0likes1CommentCombo box cell type not working in Excel
I am working on in OneStream V9. I have a workspace cube view with a combo-box cell type. The cube view works fine in the application, but when I open the same cube view using the Excel add-in the combo-box drop down is not active. Any ideas on what I should check? Thanks.44Views0likes2CommentsExcel Add-in not working for one user
Dear Users: I had just one user who was not able to get their instance of Excel Add-in 8.4 for various workbooks. However, if the very same workbook was emailed or shared with another users it worked just fine. The main issue is that the user could not "REFRESH" the sheet. Eventually, the Excel add-in started to work. Has anyone experienced this in the past? What was the solution? This is the error message: Description: Object reference not set to an instance of an object. Error Time: 1/17/2025 5:49:51 PM Error Level: Error Tier: AppServer User: xxxxxx Application: OneStream_Prod App Server: vmPRD1int000001 App Server Version: 8.4.0.16413 App Server OS Version: Microsoft Windows NTSolved138Views0likes2CommentsNeed to reset import validate load step via BR
Hi, I am trying to load the data from a file into the cube (import validate load steps) via Business Rule and while I am able to load it successfully. I am not sure how to reset it if the job fails in between. For instance: Data pulled from the file gets failed at validate step due to some transformation rule issue. Now if I trigger the rule again , it will not do anything as import step is already completed. I need it to reset clear the cache from stage and redo the load process again when the business rule is triggered. Can you please assist? Below is the code being usedSolved90Views0likes2CommentsHybrid Scenario – Pre-Aggregated Member Setup for Entity Summarization (V8.4)
Hi Team, I’m working on a Hybrid Scenario setup where the goal is to copy data from a source scenario to a management (MGT) scenario. This allows the MGT team to work with the data independently, using their own workflow with high-level access. So far, the base data copy works well. However, I want to summarize entity data in the target scenario so that users only see Entity parent nodes, while maintaining visibility of all other 17 dimension members (Account, UD1-UD8, etc.). To achieve this, I tried creating a dummy parent member (Entity X) in a new Entity dimension that mimics the top-level parent from the legal entity hierarchy (Entity Y). My intention was to use this structure in the Pre-Aggregated Members field in the Hybrid Scenario configuration, effectively copying: Entity X = Entity Y Unfortunately, this method worked successfully in Version 7.4, but does not appear to function as expected in Version 8.4. Maybe in version 9.0 +, we can successfully configure pre-aggregated entity mappings for Hybrid Scenarios? Can we customize this to version 8.0 and above? Would appreciate any advice or examples from the community if you’ve made this work in your applications. Thanks in advance! Chris367Views0likes2CommentsData Import of prices with average result
Hello, In our planning solution I'm looking for a change to plan with less detail. We import transfer prices on material level, but now we want to plan on product level which includes several materials. During transformation the items with the same dimensionality are being combined and show a total value, but for these prices I would need a simple average. Example below: Imported values: After transformation the original UD4 is replace by the product member which is imported on Flow, because some UD4's remain unchanged: I would need to have the simple average (871.48 + 880.82)/2 = 876.15. Is there a simple setting for this, i can't find it, any other suggestion would help also. kind regards BenSolved78Views0likes1CommentCan a Format Template Profile call a Cube View created in a named Workspace?
In v9.0, I have created all my cube views in a named Workspace (i.e. Not Default). I need to attach a single Cube View to a workflow task. In the past, I would create a Form Template Profile which I would then assign to a workflow Form Input task. In v9.0, when I select the Workflow task, I get the message (Unable to open Cube View "mycubeview"). Is this possible, or do I need to create them under the Default workspace or under Application->Presenatation->Cube Views? ThanksSolved26Views0likes2CommentsCube | Data Access | Data Cell Access Security/Slice Security by U1#Geography
Data Management Access Security Please share your expertise to set up a Cube's Data Cell Access Security / Slice Security to limit data read access as outlined below: Dimension: U1# - Geography Total_Geography = Child 1 + Child 2 = Total / Top North_America = Child 1 / NA International = Child 2 / Int'l Slice Security: Access Level - Read Data by Geography - in a CV and a QV Total_Geo_Data = Read Total data | Read NA data and Read Intl data NA_Data = Read NA data | no data access = International and Total Intl_Data = Read Int'l data | no data access = North America and Total TY for your practical advice - SMEs.Solved195Views0likes2Commentsis possible to upload data on the parent member?
hi All, I need to upload data into the new scenario Plan with 5 years and would like to load data in parent membaers (Entity, Account and UD1), I'm using the scenario property "Allow input into Aggegated Consolidation member" but I think that this property is for another purpose. I'm coming from EPM Planning where it could be possible and many people told me that uploading data at any level is possible but cannot find any example. Could somebody help me? Thanks in advance and best Regards. Mario Guerrero72Views0likes2CommentsOption to disable the "Load" button and only show "Load and Process" on the WF step.
Having the option to disable the "Load" button and only show "Load and Process" on the WF step would help when we add a rule in the process step that needs to be run every time the user uploads a file. This would reduce the risk of a user clicking Load and not Process, which is important for our operational planning teams to avoid data being missed or incorrect because a calculation or rule was not completed.26Views3likes1Comment