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?25Views0likes2CommentsExecuteCustomCalculateBusinessRule in parallel
Hi all, so I'm running a Finance Business Rule through BRApi's ExecuteCustomCalculateBusinessRule method, passing a POV through its nameValuePairs parameter. Since I need to run it from a WorkSpace for a bunch of different DataUnitPK, I'd like to run them in parallel. Unfortunately it doesn't work. It seems to me that: The first launch runs with a POV passed in parameters (let's call it POV-A) The second launch sets its own POV (let's call it POV-B) if the first launch is still running - and that's natural for parallel execution - every reference to api object seems broken, since it refers now to POV-B Does someone was able to parallelize the above mentioned method ? Thanks in advance for Your help Regards FabioG65Views0likes4CommentsLoad/Extract EventHandler
Hi OneStream experts, I was looking to understand if it's even possible to handle the load button from the Load/Extract section in OneStream using a specific EventHandlers of any kind. I need to be able to add validations whenever a Metadata xml file is loaded through the Load/Extract to check certain things of its content without falling (as usual) in a custom development from scratch. Hopefully someone is able to assist. Thank you!40Views0likes1CommentDynamic Dimensions/Cube Services
Hello everyone, Trying to create dynamic dimension in v9.0 application, I'm not able to an option to do the same in the create dimension source type dropdown. Only seeing the following Same issue with creating Dynamic Dimension in a Service Factory (see ss below) Also not able to see any Data Binding Type setting on the cube in order to turn the into dynamic cube Does anyone have any idea if I may be missing anything here, or does the dynamic cube/dimensions is something I have to ask OS to enable in my application? Appreciate your time, thank you!Solved121Views0likes1CommentUsing 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 Morgan35Views0likes0CommentsBest 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?Solved56Views0likes1CommentBI Viewer / Calculated Fields
Hi all, is there some documentation about BIViever's Calculated Fields ? I cannot find info/examples about: aggr filter joinRule I need to compare values against the value of a specific row, but I'm not able to find a solution. Do someone faced the same challenge ? Do someone have more info about the above mentioned functions ? TIA regards FabioG88Views0likes1CommentGet Strings from other MU/WS
Hi, through XFString I am able to get a string defined in the same Maintenance Unit (or in another MU of the same WS). Looks like is not possibile to grab the String from another WorkSpace, even if it's marked as "Shared". Am I right or am I missing a clue ? Thanks FabioGSolved49Views0likes2CommentsData Management Export configuration
Hi all, I'm working on a Data Management to "Export Data", launching it from a Dashboard. Everything works fine, since filters (Cube, Entity, Account, Flow, etc) can be parametrized through Parameters. Is there a way to parametrized also the Options such as "Include Zeros", "Include Member Descriptions", etc ? I see that at UI level I can only choose between True and False, but I'd like to manage them from my dashboard. Thanks in Advance FabioG49Views0likes0Comments