These standard templates can be used by consultants and customers to import an initial set of metadata values into OneStream.
Dimensions Template_v52.xlsx
This template allows the creation of dimension members and their hierarchies in Excel. Using this template, you can load the following dimensions:
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Scenarios
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Entities
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Accounts
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Flow Members
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User Defined 1-8
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Attribute Members
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Workflow Template_v52.xlsx
This template allows the creation and manipulation of Workflow Profiles. The recommended approach for using this template is to create a Cube Root Profile and Input Templates from within the OneStream application. Next, use the Excel template to build the Workflow hierarchy under the Cube Root Profile. The best approach for adding Input Profiles is to add the primary information for the profile, reference an existing input template which will build the required input children, and set the detailed properties from the input template.
NOTE: If any template fields are empty after import, the member fields will default to [None] which could be an invalid value for some member properties. Reference the dimension imported for the appropriate values available for each dimension property.
