possibility of UD1 parent-member consolidation by time
Dears, I need move one base member under another parent in UD1 dimensions, the problem is that member should be consolidated till specific time period and then should be consolidated under another parent. There is no option like "percent consolidation" with time frame on UD1 dimensions. Could anyone have any solution for described problem? Before: U1#A(parent) U1#A001(base) consolidated till proper month in 2026 U1#A002(base) After: U1#B(parent) U1#A001(base) consolidated after proper month in 2026 U1#B001(base)
Exporting Grid View Filter Results
Hi OneStream Community, I had a question regarding extracting dimension metadata and properties from OneStream. Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties. I’m trying to find out if there is a way to automate this instead of doing it manually. Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated. Has anyone implemented something similar or know of an approach to achieve this?
Tabbed Dashboard
Hi, I have Dashboard with tabbed embedded reports. for example, MainDashboard - Tab1, Tab2, Tab3. Everything works fine when the user clicks on Tab of their choice for the fiscal year 2026. For Historical data I would like to show the same report for with changed tab. for example, MainDashboard - Tab1, Tab2, Tab4 for the he fiscal year 2025. If the user changes the Scenario from 2026 to 2025 or vice versa the dashboard report tab3/tab4 shows/hide based on FY. How can I achieve at the workflow level? Any help will be appreciated. Thanks.
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
View Member Issue on Cash Flow Report
Hi All, I am working on a Cash Flow Cube View to show the beginning cash, ending cash, and change in cash (activity) in three separate rows. All the base cash accounts are under the new parents (beginning cash, ending cash, and change in cash) in an alternate account hierarchy for the Cash Flow. We are using the BegBal_Dynamic flow member from the Blueprint app for beginning cash, EndBal for ending cash, and Activity_Calc for the change in cash. Figures are flowing in, but for these accounts the columns have a view member set to Periodic, QTD, and YTD. The problem is that figures are not representative of the View member, that is to say that they are all the same on the ending cash. Below is a screenshot and the Cell POV for each of the members. I am happy provide any other screenshots or additional information to get a resolution on this. Thanks in advance! MTD (Periodic): Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#Periodic:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#Product_Total_Core:U3#Reported_GAAP_Tot:U4#PayType_Total:U5#Initiative_Total:U6#None:U7#None:U8#None QTD: Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#QTD:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#Product_Total_Core:U3#Reported_GAAP_Tot:U4#PayType_Total:U5#Initiative_Total:U6#None:U7#None:U8#None YTD: Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#YTD:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#Product_Total_Core:U3#Reported_GAAP_Tot:U4#PayType_Total:U5#Initiative_Total:U6#None:U7#None:U8#None
