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Showing posts from January, 2024

OneStream Excel Addin and Formulas

How to keep Excel formulas intact, when refreshing Quick view with new PoV ? In the Quick View settings, at the top are two settings:  "Insert or Delete Rows (Columns) When Resizing Cube View content" Try turning both to "False"

Exporting data automatically to other systems, outside of OneStream

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Trying to automate a data extract process to send data from OneStream to another system eg ERP, Trintech, Anaplan etc.  Setup a data management job to export the data to a CSV on the file share.  Move that CSV file from the file share to my desktop for example (or any other file storage place).  You can use OneStream Business rule such as the Fdx functions within BRAPI, they are creating a data table object and they are retrieving the data very fast, they are all starting with BRApi.Import.Data.Fdx<Something> Screen shot below.

Hyperion HFM to OneStream Rules

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Following is a snippet that will  help plan rules from HFM to OneStream: Message me for the full file.

How to setup default home page for Users and OneStream logo ?

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If you are planning to build a default landing home page for users upon login, this is where the XML sits for that Dashboard. Follow the File Explorer path - Internal/Users/UserName, UserAppSettings.xml