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 used
Hybrid 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 BenCube | 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.
is 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 Guerrero
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.Actual at other FX rate (PY/Bud/PP) - Currency Neutral - How to view Fcst Scenario at other rate
Two part question. Comparing Actuals as other Rates to remove currency flux We want to take our Actuals and view at PYE, PYP & budget FX rates to take out flux in currency. Is there a feature (outside of creating BR's or Alt Rate types) to do this. We currently have built 3 scenario for the above rates and it works as expected for base level members. Where we run into issues is with converting to Reporting currency at parent members. Ex is converting our EMEA entity (currency - EUR) to USD. The BR seems to store the USD value at the base entity but is converting from EUR to USD at parent level using OS logic (ie current defined rate for Actual scenario). It is not consolidating up the USD value but converting from EUR at parent member. This BR was created almost 6 years ago when we implemented so hoping there is something out-of-the-box now that will do this. I am exploring creating 3 new Rate Types: PY Budget, PYE Actual & PYP Actual. I would copy all the PY rates into these 3 new rate types and then create 3 Actual scenarios, each using these new rates. The big issue is having to copy all the data over from Actuals and then reconsolidating. Hoping there is a better way. Fcst Currency Neutral - Having Fcst at the Budgeted rate We are US company with large % of our business from Europe and the flux in EUR to USD is distorting our review of how we are doing. Looking for a way to see our Fcst how we expect (current process) and at Budget rate. I could copy to new scenario that is set to Budget Rate but we have 12 Fcst scenarios and that would take up alot of resources to copy and consolidate as we would need to do this many times during Fcst process (ie it would not be something we only did once the Fcst was closed but during the process) Would this be a UD8 member and if so, how would it handle Base and Parent level members. Looking for best practice advice on how to handle these two issues.Capital planning - Access
Hi, We are using the capital planning module. There is a requirement from client For a few lines, users should not be allowed to change, modify, or delete anything. However, if he adds additional lines, he should be able to edit, add new line or remove. Example: In the budget scenario, data is copied from Actual, and it also has its own budget data. So, for data that comes from Actual, end users should not be allowed to modify or remove. However, for budget data, he should be able to update, change, and remove lines from the Capital Planning Register. Is it possible?
