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Hello! I'm an Enterprise Applications Business Analyst and we are looking for a RACI chart that shows the intended usage of the OneStream tool to better understand who and how to support our clients (Finance). We currently use Financial Reporting, Account Reconciliation (without Trx matching), and Capital Planning. Does anyone know if something like this has been created by OneStream? Does anyone have one from their organization? Thanks!
Hi everyone, I'm just trying to set up a sandbox of the OneStream server for my own learning. However, I'm not very knowledgeable on the database side and am not sure how to set up the databases required for the application. I've installed SQL Server Developer version but as I'm not a database person, I'm not sure how to create the underlying databases. Unfortunately the OneStream guides I'm following don't go into the details of the steps within the database (understandably). Does anyone have any guides or describe the steps needed to create the underlying databases for the server? Thanks,
Hi all, Short question. I have a message similar to this: "Unable to delete member 'XXXX'. Error removing member. Member 'XXXX' has data. Same as in post Unable to delete Entity member - OneStream Community (onestreamsoftware.com) With the exception that the cube is clear (in total there are 2 cubes; one without data and the other doesn't use the dimension in which the member exists). Should it be data somewhere else? If it is the case, where? Thank you. BR, Carlos
We load the GL data with YTD View. Data was loaded for 2024M2. There is no data loaded for 2024M3. For some reason after the consolidation/Force consolidation is run for 2024M3, the M3 P&L accounts are appears to reverse the M1 and M2. I do not expect to see any numbers for M3 and we haven't loaded any data for M3. It appears, I am missing something.
Hi all, I try to paste new records to SQL Table Editor from Excel spreadsheet. It allows me to paste the data, it seems right, but it does not allow me to save it. It behaves like there is no data at all. What am I doing wrong? Thank you!
Is there a way to get the prior workflow period's amount ('Am' field in sourcestageData table)?My use case is subtracting the current period's amount from the prior period's amount to derive the periodic value so I can apply Fx translation to just the periodic value instead of YTD value within a Derivative Transformation Rule.I can easily get the current period's amount with this syntax: Dim amountValueCurr As Decimal = args.GetNumericValueUsingColName("Am") I can also get the current and prior Workflow Time Key's, but unsure how to leverage the prior Wtk to get those amounts from the prior period.
Hi,I've set up Attribute Members in my application. They are using Text fields in my UD3 dimension and the Attribute Members are in my UD6 dimension. For default Text values, it works great. However, if I want to make a time-dependent change, it does a YTD true-up on any values. For example, let's say I have a member "Member1" with the default value "Smith" and 1,000 per month. If I want the Text value to be "Jones" starting in M4, I make that change in the Text field for that period. When I view the data, the Smith row will have 1,000 for 3 months and then -3,000 in month 4 and the Jones row will have 4,000 in month 4 and 1,000 per month after that. Is there any way to prevent that YTD true up? I just want the amounts to stop for Smith and start for Jones without the true up?
Users have been receiving the following error when trying to access various dashboards:"'GridItemThemeKeyExtension_DefaultBackgroundColor_OneStreamBlue' resource not found."The error has occurred for multiple users on multiple dashboards, within Production and Sandbox. We have found that the error does not reappear if the user logs out of OneStream and completely closes the application before logging back in and attempting to access the dashboard again.Has anyone else seen this error before and been able to determine the root cause?
Hi, After the reporting units have reported and certified their workflows. We need to post a group journal that affects almost all reporting units (this cannot be done earlier in the process). How is this possible without having to un-certify all companies and unlock descendants etc. There must be a simple way to post a group journal without touching the certified status of a reporting unit. Please advice. Thanks!
💎 OneStream consultants and administrators must make the correct decisions during the design phase of YOUR project. Top on the list: Deciding which one (Dynamic or stored Calculations) to use is a fundamental consideration of a project. Dynamic Calculations are an in-memory calculation that runs on demand (when necessary). Stored Calculations are calculations that run as part of the Data Unit Calculation Sequence (DUCS). All alternatives should be considered before storing calculated values in the application. Dynamic Calculations do not store a value in the cell. Instead, a numerical value calculates and displays when the Member is referenced. Stored Calculations result in data records and data cells being stored in a database table. For further details: OneStream Foundation Handbook and Implementing OneStream course. Exam QUESTION: What are the three ways to run Calculations? Cube View cells Workflow Process task Data Management Jobs
Originally posted by Srikanth Arasada Hi, Can any one suggest a best automation tools that fits for Onestream to streamline some of the QA/Test project maintenance activities like regression testing and load testing? I have tried few available in the market like and ended up with no luck as the tools unable to recognize the objects in Onestream very effectively. Most of the times tools fail to capture the mouse location or an object/Item in the product page. Appreciate if you could share our experiences and any feed back if some one tried something before and worked for them.
Hey all - does anyone know the best practice to securitize the drill back functionality based on Entity (or other group) access? My use case is that we have users who can see entire company financials (actuals and planning) but should not be able to drill back to the People Planning registers unless they meet a certain criteria (in a specific security group and have a specific entity group access). Thanks for any assistance!
Hi there, I have a dimension with 10 000 members under a TOP member.I can delete all of the relationships below TOP running : BRApi.Finance.MemberAdmin.RemoveRelationshipsHowever, it is extremely slow as it does it one by one, so it takes hours.The same thing with the XML load is a load faster. <relationship parent="TOPTOP" child="XXXX" action="Delete" /> Any BR to upload the XML or other clever ideas? Thanks One Team !
I have extracted the security roles and users from prod environment to dev environment. i am changing the security role in dev environment. I have deleted all the assigned roles except open application role but still user have all the access as in Prod environment. can some help to fix this issue?
Would a P&L account that had a balance in Period1 but was uploaded with a $0 balance in Period2 show as a $0 account in Period2 or the difference between P1 and P2 (a negative value)?
Hi all, Does anyone know what's the command line to delete a security group using an XML file? equivalent to the action="delete" for metadata for instance. Thank you Regards p.s.: there's this way using an extender rule: Bulk delete security group
Hello all, I'm repeatedly seeing a warning about "A virtual machine in your environment has maintained allocated memory over 85 percent full for the last 12 hours". In your experience, what's the best way to chase down the root cause or contributing factors to alleviate this?
Hi, Is there anyone who succeded copying attachment files one period to another period ? There is a getdataattachment function, however I don´t see setdataattachment. Thanks in advance Buket
Hello, I am working on a client that already had OneStream implemented. I am now tasked with introducing additional functionality. I am experiencing an issue I have not seen before. When I am in the dimensions page, searching a dimension using the binocular function. I can search the name and see all of the names pop up in a window. I then am able to select one and when I click View in Hierarchy the wheel spins and spins, never taking me to the location of that member. I did notice if I do those steps and the wheel starts spinning and I immediately close OneStream down and go back into the dimensions it opens up with that member I was searching showing on the screen. So in this case it is faster for me to perform the search, exit, log back in and see the result. Has anyone else experienced this? And I have worked with clients that have much larger dimensions than the one I am searching on and have not experienced this. Thanks in adv
Is there any documentation available on standalone cube vs extensible cube? it can be pros/cons or functionality differences like data transfers
Can somedody help me on how to connect the golf database to OneStream
Is there a way to report on translation status like the way we have it for consolidation status- calcstatus? what would be the pov in this case?
Hi All, how to copy application in OneStream from front end as well as from DB side if any have performed these tasks kindly navigate the steps please.
Hi, Could someone enlighten me on what happens if no currency is set for entities?
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