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Covers required steps to load and extract predefined template packages, including Time Profiles, Default Dimensions, and Simple Currency Cash Flow and Simple Single Currency Cash Flow. 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All rights reserved.  \nAll trademarks, logos, and brand names used on this website are the property of their respective owners. This document and its contents are the exclusive property of OneStream Software LLC and are protected under international intellectual property laws. Any reproduction, modification, distribution or public display of this documentation, in whole or part, without written prior consent from OneStream Software LLC is strictly prohibited.  \nTable of Contents  \nUsing Sample Templates  1  \nTime Profiles Overview  2  \nDefault Dimensions Overview  3  \nSimple Currency Cash Flow Overview  4  \nSimple Single Currency Cash Flow Overview  5  \nUS Entity Dimension Overview  6  \nWorkflow Import Custom Tables Overview  7  \nWorkflow Templates  7  \nCustom Table Templates  7  \nSetup  8  \nWorkflow Excel Import Templates  8  \nCustom Table XL Templates  9  \nSecurity Template Overview  10  \nSetup  11  \nUser Security Design  11  \nData_Certifier Security Design  11  \nWF Profile Security Design  12  \nAccount Security Design  13  \nImport Best Practices  13  \nOptimal Display Settings  14  \nModifying OneStream Solutions  14  \nUsing Sample Templates  \nThis guide describes the necessary steps to set up and use the OneStream Sample Templates Solution. The package contents for the solution is located in the OneStream Solution Exchange. The templates include:  \nl Time Profiles  \nl Default Dimensions  \nl Simple Currency Cash Flow  \nl Simple Single Currency Cash Flow  \nl Security  \nl US Entity Dimensions  \nl Workflow Import/Custom Tables  \nNOTE: Excel files imported into custom tables need to be modified to match the table definition prior to importing.  \nOneStream Sample Templates 1  \nTime Profiles Overview  \nThe Time Profiles template provides a set of predetermined templates that include twelve XML files each containing the metadata for a different fiscal year. This provides a quick way to add Time Profiles for alternate year-end definitions.  \nTime Profiles are configured to set the calendar to a Non-Standard Fiscal Year End. This solution only impacts Months and does not affect any other application properties.  \nThe Time Profiles zip file contains twelve XML files, each including the Time Profile metadata for a different Fiscal Year End. Determine the month and year end needed for the flow dimension for a Customer Application and then extract the appropriate XML file from the OneStream Sample Templates zip file.  \nTo add the Application Template:  \n1. Log into the correct application.  \n2. Open the Application Load/Extract screen.  \n3. Import the XML file.  \nThese profiles can be assigned to any cube in your application.  \nOneStream Sample Templates 2  \nDefault Dimensions Overview  \nThe Default Map Templates Solution provides a set of predefined Pass Through Dimension Maps for Entity, Account, Intercompany, View, User Defined Dimensions 1-8, and three separate Time maps (mmm/yyyy, mm/yyyy, and Pass Through). Use these to quickly build an application or Proof of Concept. Each map type has separate metadata files that can be imported, which saves time when creating the Dimension.  \nThe Default Dimensions Template package is a zip file containing multiple XML files, each containing the metadata for a different Dimension mapping (Entity, IC, Time, View, and UD1 – UD8).  \nTo set up a default dimension:  \n1. Determine the Dimension where the template will be imported.  \n2. Extract the appropriate XML file from the OneStream Solution Exchange zip file.  \n3. Log into the application that contains the Dimension template.  \n4. Open the Application Load/Extract screen.  \n5. Import the XML file.  \nNOTE: Import individual XML files only. Do not import the entire zip file as this will result in importing all of the Transformation Rules that include multiple time maps.  \nOneStream Sample Templates 3  \nSimple Currency Cash Flow  \nOverview  \nThe Simple Currency Cas","cbCaicVOeD3wJ8de","https://ap.wps.com/l/cbCaicVOeD3wJ8de","pdf",269454,"English","# Using Sample Templates\n## Time Profiles Overview\n## Default Dimensions Overview\n## Simple Currency Cash Flow Overview\n## Simple Single Currency Cash Flow Overview\n## Security Template Overview\n## Setup\n## Workflow Excel Import Templates\n## Custom Table XL Templates\n## User Security Design\n## Data_Certifier Security Design\n## WF Profile Security Design\n## Account Security Design\n## Import Best Practices\n## Optimal Display Settings\n## Modifying OneStream Solutions","[{\"question\":\"What are the Time Profiles templates used for?\",\"answer\":\"They provide predetermined XML metadata files for different fiscal year-end definitions, enabling quick setup of alternate year-end Time Profiles. They mainly impact Months and support non-standard fiscal year ends.\"},{\"question\":\"How do I import Default Dimensions using the template package?\",\"answer\":\"Extract and import only the specific individual XML file corresponding to the dimension mapping needed (Entity, IC, Time, View, and UD1–UD8). Avoid importing the entire zip package to prevent importing unintended transformation rules with multiple time maps.\"},{\"question\":\"What precautions apply when using the Simple Currency Cash Flow template?\",\"answer\":\"Do not import it into an environment that already has an existing Flow dimension, as conflicts may occur. Use it in a test environment, renaming members and updating formulas as necessary.\"}]","OneStream Sample Templates - Using Sample Templates Guide | PDF",1789175277,6]