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LIM PV9.0.0 SV4.0.0, platform 9.4, fresh install. I left LIM Solution Administrator at the default, Administrators, and my user is in that group.Both Fixed Term and Workforce instances show “Solution setup incomplete”. Settings is hidden, and admin actions fail with “User is not permitted to access this page”. Re-saving security with the same group and doing a clean reinstall didn’t help.Fix: a new group with my user as an explicit member, assigned in Instance Manager → Save Security. Both instances then opened the Setup Wizard.Is the Administrators default expected to work, or is a dedicated group required? If it’s required, a note in the guide or an installer warning would help.
Getting the error ‘Arithmetic operation resulted in an overflow’ when trying to export all pages of a calc plan (~7k records). Appreciate any insight that can be provided!
Can we have a dynamic start date field (like today's date) as default value in Line Item modelling (People planning register fields). We are currently using LIM V300.
Changing “Is IC Entity” to False achieves the desired result of blocking entries to the inactive entity. However, it also causes historical out-of-balances, as it cannot be time-stamped as a Stored Item.Changing “In Use” to False can be time-stamped, but it does not prevent posts to the inactive entity via the Intercompany Dimension. It only prevents activity in the Entity Dimension.Is there any native functionality to block these posts in a way that does not change history? Much appreciated!
I have tried everything, how on earth can I get the gray border of the cube view component in my dashboard removed???? Bonus points if you know how to get rid of the search/filter box in the cube view too.
Hello, I have tried everything to remove the border from my cube view components on my Canvas layout type dashboard. Any suggestions?
Is there a way to show "%" symbol in display Name in LIM(People planning register ). For Ex : BonusPer as Bonus % .
I’m using a dynamic grid dashboard component to allow me to control formatting - column names are generated programmatically, so I don’t know them to use a normal grid and column formats.It’s not perfect - I don’t seem to be able to override the data format string at the cell level, for instance, but my biggest question relates to the paging controls. I don’t need them - these are short data sets returned in a single fetch. Does anybody know a way to hide the paging controls?Thanks,Rose
Dear Community Members,Found several great posts about creating account members from a rule. I am trying to clone a scenario member (Forecast with Range defined). I have to admit that i am running into a knowledge gap when it comes to how to create some of the properties.I am reading the properties of my source scenario and naively thought i can just use SetStoredValue with the property of the source scenario. Got stuck at InputFrequency.Any pointers to documentation, Golfstream, Community posts, or samples would be greatly appreciated.
Hi, we are on the cloud and plan to upgrade our environment from v9.2 - v9.4. I have a couple of questions in blue regarding the upgrade. .NET 10 ASP NetCore & Desktop Runtime Who handles the installation for the web and app servers? Do we need to install these in our Gateway servers? Upgrade Request When submitting the request to upgrade from 9.2 - 9.4, how quickly does the change happen? We’d like to minimize any system downtime and coordinate with our IT team to install .NET10 in our gateway server (if needed) + upgrade the Smart Integration Connector Desktop Client We currently get our users to install the application through the link: https://[name].onestreamcloud.com/onestreamweb/onestreamwindowsapp.aspx This currently installs the v9.2 application. Will this link automatically get updated to v9.4 when I submit the request or do users need to install the v9.4 client using the installer from SolutionExchange? I am currently compiling business rules and comparing
We're currently evaluating the upgrade to OneStream 9.3.1 and noticed that this release requires a move to .NET 10, which appears to be a more significant prerequisite compared to previous 9.x upgrades.For those of you who have already completed or are planning the upgrade, I'd appreciate hearing about your experience and any lessons learned.Questions for the Community1. Infrastructure & CompatibilityDid the .NET 10 requirement introduce any challenges in your environment? Were there any compatibility issues with existing servers, middleware, integrations, or third-party software?2. Upgrade EffortHow much additional effort did the .NET 10 migration add to the overall upgrade? Was the .NET upgrade straightforward, or did you encounter unexpected issues during installation or testing? Were any rollback plans needed? any issues occur and popup related?3. PerformanceHave you observed any performance improvements or regressions after moving to 9.3.1 and .NET 10? Were there any noticeabl
There seems to be a lack of documentation on the new settings Number Type and Storage Type inside of Cube → Cube Properties. I could not find anything on what this setting does and what the dropdown options entail.
Hello.OneStream is self-hosted in AWS environment. For Authentication, we have PingFederate.When i launch Dev Studio, i am not able to connect, I get certificate error.I dont have OIS installed with OneStream. I think dev studio works with external PingFederate authentication. What and how do i need to configure for this to work?
Hello - I have an account member formula that is compiling successfully and OS is also consolidating without errors, but is not calculating any data. I’m looking to calculate the sum of net income for a specific entity for all years starting with 2023 (the first year we have data in this application), plus a specific dollar amount. Its basically is supposed to be retained earnings for this OneStream specific entity - there’s no data from our ERP for it. Below is the member formula I have now - any help is very much appreciated! 1. Explicitly filter for Entity MyEntity, Scenario Actual and UD1 IFRSIf api.Pov.Entity.Name.XFEqualsIgnoreCase("MyEntity") And api.Pov.Scenario.Name.XFEqualsIgnoreCase("Actual") And api.Pov.UD1.Name.XFEqualsIgnoreCase("IFRS") Then' 3. Determine the prior year boundaries based on the current POV Dim currentYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId) Dim priorYear As Integer = currentYear - 1 Dim startYear As Integer = 2023
Dear Community, When I export cube view in Excel, I get two additional rows on the top, is it possible to remove them?
Hi All,We are using a spreadsheet component to capture some drivers from end users in our application, how do we customize the ribbon of the spreadsheet component to show only OneStream option in the ribbon?If I do right click, "Customize ribbon", it lets me display only OneStream in the ribbon , but the customization is lost on refreshing the page. Any guidance on how to retain this customization would be helpful.
Hello EveryoneWe are noticing an issue where users are unable to drilldown on OneStream. It is inconsistent and only impacts certain users. When they use the drilldown function - It shows the wrong account.
Hi,Does “ods connect” has non interactive login option? Thanks.
Hello,At the client we currently have SV2.0.1 installed for 3 LIM (Workforce, Duration Based & Fixed Term) While for Fixed Term & Workforce we were able to upgrade to SV4.0.0, for the Duration Based we are not able to and we receive this error:Error log is also not really telling us anything:Summary: Error executing Workspace Assembly Service class 'Workspace.LineItemModelingInstaller.LIM_Installer.WsAssemblyFactory'.Message: Object reference not set to an instance of an object.Stack Trace: at Workspace.LineItemModelingInstaller.LIM_Installer.DataAdapters.LIMInstanceDataAdapter.GetInstanceFromSchemaName(String schemaName) at Workspace.LineItemModelingInstaller.LIM_Installer.Controllers.InstanceManagerController.OpenUpgradeConfirmationDialog(DashboardExtenderArgs args) at Workspace.LineItemModelingInstaller.LIM_Installer.WsComponentController.GetSelectionChangedTaskResult(SessionInfo si, BRGlobals brGlobals, DashboardWorkspace workspace, DashboardExtenderArgs args) at W
Currently, users must upload supporting documentation one by one as R docs within account reconciliations. Because our typical reconciliations require multiple supporting files that must be updated regularly, this single-file constraint adds a significant manual burden and extends our month-end close timeline. Is it possible to upload multiple items somehow?
The Data Cell is read-only because the Parent Workflow Profile 'FR Food HR' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=entityname, Account=Accountname, Origin=Forms.
Hi OneStream We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center. When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow. The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized. In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for proces
We have our UD1 parents tagged with one base UD1 in Text8. For each UD1 parent in a cube view row, we need to have a column which has the base UD1 at POV to allow user inputs. Tried XFBR, UD8, Get Data Cell and Member List function. The tricky part is the |MFUD1| can never reach any external functions, and UD8 can not post it back to the intersection in overrides.Thanks in advance!
Curious how in general people are handling ASC220 - Disaggregation of the Income Statement. Alternate hierarchies or filtering on an Account Text1-4 field is my two options I think. Or is it something you’ll do semi offline pulling OneStream data into a report or Excel? I’m sure it depends in some cases how your hierarchies and data is, but I just wanted to see if there was something people are doing that I haven’t considered.
We have noticed that our application space is increasing significantly month over month. After analyzing the issue, we determined that the primary driver is the upload of supporting documentation within the Account Reconciliation module.It is currently difficult to identify which files are consuming the most storage and the specific accounts to which they are attached. Having greater visibility into file sizes and associated accounts would help us better manage the volume of supporting documents being loaded into the system.Additionally, could you advise on the recommended file types for attachments that provide good document quality while minimizing storage consumption? Understanding which file formats typically have the smallest file sizes would help us establish guidelines and optimize storage utilization within the application.
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