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Set default value of parameter in a dashboard

Set default value of parameter in a dashboard When using parameters in a dashboard the Default Value doesn’t bring back the default value on the parameter settings. The default value can be set with a dashboard extender rule which is a fairly simple process and will be described below. In this example, I have set […]
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OneStream Dashboard
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How to create a Dashboard Pop-Up Dialog Box

How to create a Dashboard Pop-Up Dialog Box There are situations where you have a button on a dashboard that will run a process such as a Business Rule. You may have the request to put in a “Are you Sure?” type of functionality, giving the user the chance to re-evaluate their choice, yes, or […]
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Sorting Entities in OneStream

Sorting Entities in OneStream OneStream does a great job grabbing dimensions and their members rather easy. Most of the time a user will just grab a parent and then use a member expansion to grab its children, base members or all its descendants. Doing so gives the users a list of the members exactly how […]
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XFC Member Rename
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OneStream look up data from App Database

How to look up data from an Application Database and return it to your business rule in the form of a Data Table. There are cases when I want to look up data from an application database and return it to a business rule for further use. I may want to look up a single […]
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OneStream File Explorer
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Charts From Excel, A Quick Guide

Charts From Excel, A Quick Guide Note: the process described below was tested on a OneStream 7.3.1 environment. The steps may differ depending on the OneStream version. As a CPM platform, OneStream offers many different possibilities to build more specific charts. The combination of multiple data loading methods and the BI Blend tools allows users […]
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Leveraging OneStream Software: Acme Brick’s Strategic Move in Financial Transformation

With its rich heritage as a leading manufacturer of brick and masonry products, Acme Brick has recently embarked on a noteworthy journey to elevate its financial management system by integrating OneStream Software. This strategic initiative is not just about adopting new technology; it represents a pivotal shift towards optimizing financial processes and enhancing operational efficiencies. […]
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A Re-Introduction to NetSuite Analytics Warehouse (NSAW)

What is NetSuite Analytics Warehouse? To thrive in today’s competitive landscape, organizations need more than just data, they need actionable, accessible insights. Enter NetSuite Analytics Warehouse (NSAW), a powerful and intuitive analytics solution designed…
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Frequently Refreshing Data in NetSuite Analytics Warehouse

Frequently Refreshing Data in NetSuite Analytics Warehouse Over my 17 years of working in Business Intelligence and Analytics tools, one of the great white whales has often been achieving a perfect balance of data storage and data freshness. Data warehouses allow us to store and analyze billions of rows of data, but the processes used […]
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