Book Viewer / Book Publishing Best Practices
Good afternoon, I'm curious to see how other companies handle this situation. We've recently launched a Dashboard allowing the vast majority of our user base, ~800 users, the ability to interact with and drilldown on their financials. One of the growing pains we're experiencing with this change is that the users have the ability to create a PDF Book for their selected Locations + Children on whatever Cube View they're currently on. So it could be one PDF or a lot (50+ locations). Opening the Book Viewer creates a background server task which on its own doesn't seem to be an issue. However, we have a couple of "triggering" events that cause an influx of our user base to all access the system for financial review and book publishing at the same time. Prelim financials are ready to review, financials are closed, etc. The problem we're experiencing seems to be when we have a lot of users all trying to create books at the same time it appears that their tasks are stepping on each other. So either the process is taking longer than normal or the user is receiving a "Cannot access the file filepathandfilename.pdf because it is being used by another process." And maybe the last error is something the user did but I don't know what that could have been honestly. Just trying to get a feel if any other companies / users experience this kind of influx on Book Viewer all at once and how they handle. Thanks, Brandon
Looking for Best Practices: GetCell Offline Copies, Version Control, and Shared Report Access
We recently encountered an issue where users are unable to save offline copies, (v9.1) which led us into a broader discussion around version control and file sharing for our getcell reports. We’re looking for ideas or best practices from others who have implemented effective solutions to manage the below. What we’re hoping to achieve: - Multiple users able to access the same report simultaneously - A shared experience similar to Google Docs (centralized file access) - Strong version control to avoid duplicate or outdated files - Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration, but we’re hoping to find a solution that is less technical and easier to manage from a superuser/user perspective. If you’ve implemented a process, tool, or solution that works well for your team, I’d love to hear about it. Thank you!
Saving Offline Copy
My team has recently been unable to save offline copies of Excel files that contain XFGetCells + CubeViews. Prior to this, we had no issues and had saved 100+ files offline as part of quarterly reporting. I have seen prior threads where this has been discussed some time ago, and our team has tried updating preferences, saved elsewhere, etc. with no luck. Is anyone else currently having this issue?
Rounding in cube views - Best practice
Hi all, I am sure this topic has been covered before, but I am looking for what the community is doing in terms of rounding issues (as they apply to CV's). Especially in the case of when financial reports are scaled (to thousands or millions). Are most just jamming differences in via forms as needed. Is there some sort of automation that can account for rounding issues? Any advice would be most welcome and appreciated here. Thanks!Workflow Status Details including user names
I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example: I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream Community Displaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide! Thanks!
Export Cube View to Report Format?
Does anyone know if there is an api to export a cubeview to a report format, similar to how BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile can be used to export a cubeview to Excel via code? I want to get rid of the menu options so users can not use the normal save button but instead a custom dashboard save button. However, I need to find a way to replicate the export options that will also be removed. Thanks.Actuals Adjustment
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!
