OneStream Excel Enhancement Requests
Hello, Our Organization is currently going through a Planning implementation of OneStream. We have provided a list of enhancement requests to OneStream that we feel would significantly improve the products reporting capabilities. Here is a list of the enhancement requests submitted. I am posting with hope that other customers would also benefit from these enhancements and reach out to OneStream directly to also request this functionality! You can also like ("Kudos") this post. 1. Drill Down within XFGetCell Function. (This was something that came up a lot at Splash when discussing with other customers) 2. Retain excel formatting when refreshing quick views 3. Ability to utilize the member description to pull quick views or XF functions (Today you can only user member name) 4. “Hardcode” the default Quick View POV when creating a new quick view (Users are required to retype their defaults when sending a report to a user otherwise the data could change depending on the other users POV settings) 5. Option for a Default “Member Expansion” that will only pull parent members (Subtotals). This would be helpful when drilling or creating reports
Option 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.Cube | 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.
PLP register field not displaying values
We have two 8.2 environments with PLP SV 101. In one environment, all of the parameters for the register field lists display as expected. In the other, the same fields are blank. However, we know there is indeed a value there as the plan calculates correctly and we can see the resulting entities in the export to the cube. For troubleshooting purposes, we’ve been using the entity field (aliased as Department in our solution.) The Register Field List setup is entirely conventional: The parameter is configured the same in both environments: The function in the business rule that it’s calling is the same in both environments. I’ve tested the resulting SQL in SSMS and it returns valid values. I temporarily added some logging to make sure the method was actually hiring and returning a data table as expected; it is. The fact that it does populate the entities when calculating the plan data suggests all of this is fine and it’s just a display bug but nothing I can find seems to allow it to display properly. What can we do to address this? I know the parameter is custom but the issue doesn’t appear to be with the parameter as it works fine in every other environment we have except this one. What we need help explaining specifically is the display issue, which seems like a bug.
Read/ Analyze contents of Binary columns
Hi there, For a client i want to do a detailed analysis of the data (numbers) in the database. We want to investigate the percentage of numbers < 0.01. However, when i use the Data records i see the following: But in this view i cannot filter on values in the Value1, Value2 etc. columns. In the binary table itself i see as contents of the CellAmounts the following: When i convert this to a string i see a binary code that i cannot read. Does anybody know how to write the select statement in SQL to see the Value fields in the CellAmounts column so i can filter on them? Thanks in advance.
Excel Add-in offline copy shows #LOGON instead of the numerical values.
Hello, Our Business Operations team provided us the plan in an offline copy of a cubeview in Excel. When the FP&A user opens the offline copy it shows #LOGON instead of the numbers. How can the FP&A user see the actual values instead of #LOGON? is there any setting that will need to be set to view the values before submitting into the application? ThanksStarting FTE Calculations for Periodic/QTD/YTD and Fiscal Year
OSAdmin We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views FTEs (Ending Balance) = Starting FTEs + Activity (Movements) Starting FTEs (Opening Balance) = Prior Period FTEs value Activity (Movements) (Flow) We are getting right results for periodic, not for YTD/QTD and Fiscal Year As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules Note:- Flow dimension is not being used and defaults "None" Any insights/guidance will be helpful Thanks in Advance
