Application Build

Hi, I want the hierarchy illustrated below. Entity B owns 90% of entity C, and in the consolidation of entity B we calculate minority interests of 10%. At this step, I have no doubts. However, entity A owns entity B 100% and also owns entity C 100% (90% direct + 10% indirect). So, in the consolidation of entity A, we need to eliminate the calculation of minority interests done previously in the consolidation of entity B.I don't know how to set the properties to do this. Can someone help me?  

Hi, I was wondering if we can write a dynamic calc in the scenario dimension? I see the field for writing the formula but somehow it is not returning anything. How can I enable the type to dynamic calc so that it works as how we use it in account or UDs?  

We wish to disable Native Authentication once we go live on V8.  If Native authentication is enabled, all users must enter their username and then the authentication occurs.  In V7, that wasn't required.  In V7,  we utilize several native accounts for testing - i.e. TestUser1, TestUser2 - that the admins can leverage when working with security.  They use their SSO account to launch one window of OS and login natively with the test user on another instance of OS, enabling them to make a change in their admin window, refresh, and test the change in their other instance.With disabling Native Authentication, our IT department suggested we create Azure test accounts that can authenticate  like our normal user account through the shift/right click and "run as other user" function to login as that t-account.  However, this doesn't seem to work - nothing happens after clicking on the shortcut and entering the t-account credentials.  Is it safe

Hi All, Finished the installation of the databases and webserver on the machine, following the installation guide it reached a point where it told me to test the application and login for the first time using preset credentials.I tried inserting the standard credentials but I would get the error message "Unable to log on user 'Administrator'.  The password was reset and needs to be changed." and it does not allow me to change the password (see screenshot below).This is a fresh installation and the standard credentials were never used before, did some error occur during the installation or is there something I have to do to make it work correctly?Any help would be greatly appreciated,Alberto

Hi, wondering if anyone has created something like an "Administrator-lite" role that gives the user an ability to do 90% of actions in the tool, but stay away from things like fx, mapping changes, and data loads.  I really just want these users to create cube views and reports only without giving them keys to everything else. Would this be solved by adding a new group, or any other recommendations on how to solve?  Thank you!  

Two part question. Comparing Actuals as other Rates to remove currency flux We want to take our Actuals and view at PYE, PYP & budget FX rates to take out flux in currency.  Is there a feature (outside of creating BR's or Alt Rate types) to do this. We currently have built 3 scenario for the above rates and it works as expected for base level members.  Where we run into issues is with converting to Reporting currency at parent members.  Ex is converting our EMEA entity (currency - EUR) to USD.  The BR seems to store the USD value at the base entity but is converting from EUR to USD at parent level using OS logic (ie current defined rate for Actual scenario).  It is not consolidating up the USD value but converting from EUR at parent member. This BR was created almost 6 years ago when we implemented so hoping there is something out-of-the-box now that will do this. I am exploring creating 3 new Rate Types: PY Budget, PYE Actual & PYP Actual.  I wo

Hi,Out of Curiosity, Is it possible to update Task Activity.

Hi All, For the folks that upgraded to v8 (preferably 8.4 or 8.5), I have few quick questions. How long it took for the whole process? Did you see the performance improvement? Did you require an extensive end-user testing? How was your overall experience with upgrade. Any lessons learned that you can pass on? Thank you in advance for your time. Cheers PM

hello everyone, do you have any idea if its possible to create a home page button that will link to Application Cube> FX Rates? Thank you

I figured this out recently by chance and it's been so helpful I had to share...Did you know you can split the OneStream desktop to view multiple tabs at once?   If you have a large, high resolution monitor, why not be able to work in multiple tabs at once?Panes can be arranged side-by-side or stacked, whatever combination helps you see all the things you want to see at all at the same time, without having to switch back and forth between tabs.Here's how:1. Grab the tab you want to place in a different part of the desktop, click the tab and drag down and to the right.2. The Panes widget will appear.  3. Bring your mouse so the cursor is over the part of the widget where you want the tab you're dragging to appear.  If you drop it on the right, it will slide in on the right, next to the other open tab.  Drop it on the bottom part and your tab will be a bottom pane under the other open tabs.Here we're dropping on the right pane: Viola! Side by Side:Here we ar

Good afternoon,After one of our calculations started to behave slowly, we have been advised that we should reduce our data unit size.Consultant explanation "Real Cell Count is relatively low, at 5 million cells. But to aggregate those 5 million cells, the system will have to request every monthly value for all of those 2.6 million rows from the database, hold in memory which ones have data and keep track of the ones that don't"In this sense, reading the forum, seems the solutions are any (or all) of the following:Leverage BI Blend to aggregate large data sets for reportingLoad into Cube at summarized levelAlways use RemoveZeros() in api.Data.Calculate and api.Data.GetDataBuffer functionsConsider different Entity dimensionVertical extensibility (not horizontal)Consider storing some data outside Cube (stage)Just wanted to check if you have applied any other solutions into your projects? as first time we need to reduce data unit size.Thank you,  

Is there a way to migrate all folders and content in the File Explorer from one application to another within the same environment?I looked at the File Explorer Manager solution and it looks like it does the content but not the whole folder structure as well.Are there any other options?Thanks!!

We are on 8.4 with OIS and SIC being used in OneStream's Azure environment.  We are 99% sure changing over to SaaS is nothing but a flip of the switch in our case, but just doing due diligence to see if anyone had any issues flipping over to SaaS.

Hi Team, Is there a way for us to ONLY copy data over to another application without messing with the current applications functionality? For example, only migrating certain components of an application.

Hello, We're in the middle of implementing Task Manager and whenever a task is using the "Open Workflow" task type, it seems not to send a notification email when the task has been completed and ready to be approved. We've tested other tasks and the email notifications work fine. Is this a known issue and if it is, is there a way to get around it? I guess we could set all the tasks to "No Action" task type, but I feel like that would be redundant for them to go to TM and then have to go to the WF instead of being able to click on Execute and take them to the WF. Thanks, Will

Hi all,While getting into OS, I'm trying to figure out how to leverage on its framework... And I have a question related to secrets management.Let's say that - at application (workspace?) level - I need to access to a remote service that requires an OAuth token (or user/pass tuple, or whatever I need to keep away from user's eyes - and fingers).The above mentioned secrets should be (visually?) managed by an administrator. Does OS offer something out-of-the-box to accomplish this task ? And, in case, can we leverage on some API to retrieve secret data ?Thanks for Your answers.FabioG

Please share how to load XML files using DM Jobs.Thank you.

Hi Team,   I have a question around the orphan members. I know that when we remove the relationship, the member gets moved under the Orphan section. After moving to the Orphan section, can we load data into the member through the Workflows? Thanks in advance AK  

I am trying to record an additional Depr Exp in December 2024.   Db Depr Exp (P&L) Cr AD Machine &Equip. (BS) However, when I roll into January 2025, the effect of the December entry has been calculated into the BOP Retained Earnings, but my balance sheet does not balance.  I can tell the AD Machine & Equip account does not reflect the additional amount recorded in the journal entry.  I need to enter this JE into January of the following year, am I supposed to enter this as an unbalanced journal entry, hitting only AD Machine & Equip?  

Hi,We are using the capital planning module. There is a requirement from clientFor a few lines, users should not be allowed to change, modify, or delete anything.However, if he adds additional lines, he should be able to edit, add new line or remove.Example:In the budget scenario, data is copied from Actual, and it also has its own budget data.So, for data that comes from Actual, end users should not be allowed to modify or remove.However, for budget data, he should be able to update, change, and remove lines from the Capital Planning Register.Is it possible?

 Hi,  I'm trying to display a time-variant text property of the UD1 dimension member in a report. The challenge is that the text value can exist in any period of the member, so I currently loop through the forecast periods (spanning two years) to retrieve the values. While the code works, its performance is not good.Is there a way to fetch or look up the text properties by time (possibly from a specific table) without iterating through all periods? Any command or optimized approach to achieve this efficiently would be highly appreciated.Dim Date As String = $"{year}M{month}"   Dim timeID As Integer = timedimhelper.getidfromname("Date")Dim myVaryByTimeId As Integer = BRApi.Finance.Members.GetMemberId(si,DimType.Time.Id, Date)Dim mbrText As String = BRApi.Finance.UD.Text(si, 9, mbrId, 1, -1, myVaryByTimeId)

Hello OneStream experts: Thank you for the helps in the past. I have a quick question about place UD1 members in Account dimension UD1 constraint For example: In my account metadata dimension: I have 2 accounts 4001-Sale_IceCream 4002-Sale_Donut In my UD1 product dimension: I have 4 products all under one parent product Product_1,Product_2,Product_3,Product_4 I want to place Product_1, and Product_3 to the UD1 constraint in account 4001-Sale_IceCream's UD1 constraint field. But OneStream only allow me enter one product member in that filed. I can only enter Product_1 but cannot enter both Product_1  and Product_3 in the field.  Thank you so much in advance to help me get through this issue.  

We are in the process of changing our chart of accounts and department structure (for us, UD3 and UD1, respectively).  Further complicating things is that some of the old UD3/1 members will likely be consolidated into one UD3/1 member, and vice versa.  We will need to keep the existing data in its original intersections (e.g if UD3#ABC changes to UD3#123, we need the historical data to stay in UD3#ABC).  Or do we? We currently map each of our 3 different GLs* in UD3 to accounts in the A# dim which is at the P&L/BS level.  Has anybody out there done this before?  What approach did you take?  Can we simply create new transformation rules and somehow reference the old ones for historical data?  Do we simply create a new hierarchy in UD3 for the new members (bloat?)? If so, how do we reference them in dashboards and cube views that compare past and present data?  I have so many questions as to the best or simplest way to do this.  Bonus poin

Hi all,while building new classes inside a Workspace's Assembly, I'd like to get Strings in specific languages.On components, we use "XFString(<stringName>)" to get the localized string, in the User's language.How can I accomplish the same thing inside a method ? I mean, which is the equivalent for XFString inside - let's say - BRApi ? Or should I really get the localizations from the DB Table ? Thanks for Your helpRegardsFabioG

Hi all,I'm in trouble in using an XFBR from an Assembly, inside a Data Adapter.I've just discovered that it's possible to use the XFBR function as part of a SQL Command, like this:SELECT * FROM MyTable WHERE MyField = 'XFBR(MyBR, MyFunction, Param1=|!prm_Whatever!|)'I was surprised to see it working, but this is not the point.When MyBR is defined as a Business Rule, everything isworking fine.Then I moved the Business Rule into a Service XFBR. Since the Factory is defined at Workspace level, I converted the query as:SELECT * FROM MyTable WHERE MyField = 'XFBR(WS, MyFunction, Param1=|!prm_Whatever!|)'Directly testing the Data Adapter everything works fine, I can see the converted query and also the results.Now, the problems:The above mentioned Data Adapter is used by a Report. When the XFBR is defined under the Business Rules area, everything is ok.When I launch the report (from a Dashboard), i get the following error:Error processing XFBR String 'MyFunction'. Unable to find the Wor