Using OneStream to Track Inflation and Related Metrics
Hi everyone, I’m interested in learning how other organizations are leveraging OneStream to track inflation and other account-related metrics. Currently, our approach involves using the Account dimension to explicitly separate inflation impacts for specific expense categories. For example: FOOD_BEV – Food & Beverage Expense INFL_FOOD_BEV – Inflation related to Food & Beverage Expense These inflation rates are externally calculated and loaded via XFD uploads. To support different reporting views, we load the data into three separate accounts: _PER – Monthly _QTR – Quarterly _ANN – Annual We also use a view dynamic account without a suffix, which adjusts based on the selected view. Exploring Alternative Approaches I’m considering whether using a User Defined (UD) dimension might offer more flexibility. For instance: Keep the account as FOOD_BEV Use the UD to switch between metrics like: "Dollars" (actuals/estimate) "Inflation" (loaded via XFD) "Per Guest" (dynamically calculated) "Pricing" (potentially another loaded or calculated metric) This method could streamline the structure and allow for more dynamic reporting, especially if inflation rates are only loaded monthly and calculated for QTD/YTD using weighted averages. Open to Ideas I’d love to hear how others are handling similar use cases. Are you using UD dimensions for this type of analysis? Are there better ways to structure inflation tracking in OneStream? Thanks in advance for sharing your insights! — Jeremy Morgan
Confirmation Rules - Time Frequency
Hi there, We've developed rules that works properly in actuals with monthly frequency. Is there a way to use the same rules in other frequencies? I tried to link them to a budget scenario with yearly tracking frequency (Scenario property), but they are applied at the end of the year (for instance 2022) instead of each month. This behavior is kept even after changing to Monthly frequency, or "Member Filter" using "T#|WFYear|.Base". Is there a filter on the time from the WF itself? Ideally, we'd like to keep the actuals conf rules as they are. Thank you for the help. Regards
Supplied Parameters in Workspaces
Hello, I have a button which is fed from a List Box seen below Upon clicking this button, I would like Users to navigate to another Dashboard where the label component and cube view open with this button selection. Are supplied parameters the way to accomplish this? If so, what are the correct configurations to achieve this. Thanks for your help!
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?
Combo 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.
Need 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 usedHybrid 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! Chris
Data 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 Ben
