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What's new and exciting in OneStream 6.4

What's new and exciting in OneStream 6.4 #CPM #OneStream #NewReleases #Wishlist

In this video, I’m looking at the new features that excite me in the new OneStream 6.4 release. I’m also adding two items to my wishlist of features in this one.

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How to create tasks in OneStream Task Scheduler

How to create tasks in OneStream Task Scheduler #CPM #NoMoreScripting #OneStream #TaskScheduler

We are going to take a look at OneStream’s task scheduler. No more writing PowerShell scripts or calling Cloud Support to create schedule scripts for you. It is easy peasy. The best thing is like about it is the calendar view and the ease with which you can look at all the scheduled tasks on the application. You can add parameters to the sequences and use one sequence to do multiple things. (if…

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How to extract OneStream metadata and how to automate metadata load using MMM - MMM Part III

How to extract OneStream metadata and how to automate metadata load using MMM - MMM Part III #CPM #LifeMadeEasier #MetadataExtract #OneStream #Toolbox

We are going to look at another feature in MMM. MMM can be used to extract OneStream metadata. You can extract the dimension as an OneStream XML file or as a parent-child file. The important feature of extract metadata in MMM is its capability to extract hierarchies and an option to exclude or include(default OS behavior) orphan members while extracting dimensions. It also shows how to…

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How to update OneStream metadata using a SQL query - MindStream Toolbox - MMM Part II

How to update OneStream metadata using a SQL query - MindStream Toolbox - MMM Part II #LifeMadeEasier #MetadataLoad #OneStream #Toolbox #CPM

We are going to look at another feature in MMM. MMM can be used to update OneStream metadata using a SQL query making automation much more easier The important feature of MMM is its capability to perform a “Replace” load instead of a “Merge.” This video shows how to update OneStream metadata using a SQL query and MindStream toolbox (MMM). You can upload varying member properties (slowly…

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How to update OneStream metadata using a flat-file - MindStream Toolbox - MMM Part I

How to update OneStream metadata using a flat-file - MindStream Toolbox - MMM Part I #MetadataLoad #LifeMadeEasier #OneStream #Toolbox

We are going to look at another MindStream Toolbox item. MindStream metadata manager (MMM) can be used to update OneStream metadata more easily. You can update/add metadata using a flat-file and even automate the process. The important feature of MMM is its capability to perform a “Replace” load instead of a “Merge.” This video shows how to update OneStream metadata using a flat-file and…

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How to extract OneStream data and load it to an external table - Part II

How to extract OneStream data and load it to an external table - Part II #CPM #DataLoad #FileToTable #SQLBulkCopy

In this post, we will look at how to extract data from OneStream and load it to an external table by choosing specific columns from the extracted file I’m going to repurpose the rule from How to extract OneStream data and load it to an external table We will cover how to save a DataTable to a relational table (SQL Server), use SQLBulkCopy, and add Column Mappings for SQLBulkCopy. Here is how…

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How to load a delimited file to a table in OneStream

How to load a delimited file to a table in OneStream #CPM #FileToTable #DataLoad #Tips #Tricks

In this post, we will look at how to load a delimited file to a table in OneStream. I was working on a project, and my colleague raised this question. “Hey, I got a CSV file, is there a way I can load that to an OneStream table?” Till that time I’ve never thought of doing something like that. Here is how it can be done. Here is the code that I wrote during the video. Dim fileName As String =…

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SQL database backup to Citrix ShareFile

SQL database backup to Citrix ShareFile #Backup #Citrix #CPM #ShareFile #SQLDatabase

I love VirtualBox. However, I don’t like how big those files are and how disaster can strike any time. This is exactly what happened to me before my Christmas break. All my pet projects were on a VirtualBox machine (OS installed) stored on an external drive, and it died!! It really felt like someone near to me passed away. I tried to recover and even thought of getting professional help.…

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Introducing CPMInsights YouTube channel

Introducing CPMInsights YouTube channel #CPM #DashboardExtract #Dashboards #MDE #Toolbox #Utilities

I finally decided to do it. After thinking about it for months and deciding not to do it here, I am. CPMInsights is on a new medium now. CPM Insights – YouTube. I’m planning to do more video blogs this year. So you’ll have to bear my face and voice now. :):):) Please subscribe to the channel, and use the notification bell to keep informed about the new videos. Now that the formalities are…

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MindStream toolbox

MindStream toolbox #CPM #MakingLifeEasier #Toolbox

Introducing MindStream toolbox!!

I love the toolbox that I got in my garage. However, most of the time, I cannot find them when I need them, and then a frantic search happens next. After that, yelling at my wife and blaming it on her happens. (doesn’t always follow the same order)

Once she finds it, I go ahead as if nothing happened and moves on with my work. 🙂

Hehehe, I know some of you…

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Conversations with the Essbase lady

Conversations with the Essbase lady #ConversationsAreFun #GroovyBeginnings #Podcasts

When we started the podcast EPM Conversations, I did decide that I’m not going to write about it here. However, the latest episode (the second and last part) with Natalie prompted me to write one.

It was fun talking to her and Yrs truly. do have a part in this one. All 3 of them turned against me and asked me questions (well, that is the nature of the podcast; it is a conversation).

So why…

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Collate and Try catch in Groovy rules to speed up Smart Pushes

Collate and Try catch in Groovy rules to speed up Smart Pushes #GroovyRocks #OrclEPM #SmartPush

I was working at a client who uses a lot of Smart Pushes to move data to the reporting application and as you know Smart Push is really good at replicating the data using the form context.

Now you might ask me what about if we are using allocation and the members we are allocating to are not present in the webform. Here is where overrides come in (and of course, Groovy). 🙂

When Smart Push…

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Something new!!

Something new!! #Insights #podcasts

First of all, I need to apologize to you, my dear reader. I was aiming high and still didn’t achieve much.

I wanted to blog every week for a year and fell short (2 months short. My last blog post was in June). Apologies for not updating this blog to your (or mine) expectations.

I got busy is fairly an understatement. However, I was enjoying the other things that got me busy. As you all…

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OneStream - execute a rule as an Administrator using REST API

OneStream - execute a rule as an Administrator using REST API #Automation #CPM #RESTAPI #RunAsAdmin

This blog post follows the same idea we covered in my previous post about executing a rule as an Administrator using PowerShell.

We are going to look at how to do this using the REST API in OneStream.

How is it done

You’ll need an external authentication setup for REST API to work. Also, your OS environment must be 5.2+ 🙂

Now that is covered, let’s look at how to use REST API. The…

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OneStream - execute a rule as an Administrator using Powershell

OneStream - execute a rule as an Administrator using Powershell #CPM #Automation #PowerShell #RunAsAdmin

I was on a project where Hyperion Workforce planning was replaced using OneStream’s People Planning specialty application. There was an instance where I found that OneStream’s extra tight grip on security was prohibiting me from executing a business rule with Administrator privileges (this is how Hyperion Planning works).

Most of the parts you don’t want to do this!! All the rules that are…

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Freeze panes in OneStream Specialty Planning - Quick Tip # 14

Freeze panes in OneStream Specialty Planning - Quick Tip # 14 #CPM #FreezePanes #QuickTips #SpecialtyPlanning

I bet you didn’t know this. (if you did, then you are way smarter than I am, which you are either way)

My client wanted an option to freeze panes in Specialty Planning, and since I didn’t know, I asked them to file an enhancement request.

After a few days, I got a call from Steve Mebius, and he explained to me how to make it work. Apparently, Jeff Jones remembered about the enhancement when…

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OneStream BRGlobals and Specialty Optimization

OneStream BRGlobals and Specialty Optimization #CPM #PerformanceMatters #QuickTips

If you are reading this, you either know all about BRGlobals, or you might have seen this in OneStream business rules.

I didn’t quite realize the use of BRGlobals (or how powerful it is or how to make use of it) till recently.

I’m currently on a project where Asset planning is done on OneStream’s specialty planning application, and they use many drivers at the Asset level.

The way I…

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