Application Build

This feels like it should be easy, but I'm struggling to get it working correctly... We're trying to build-out a variance scenario where folks can enter data to bridge their forecast to actual. Our set-up is similar to the variance set-up in GolfStream where we've created a variance scenario, a few dedicated variance accounts (Sales, EBITDA, etc.) and then flows to house the different drivers of the variance (e.g., volume, mix, etc.).Where we're struggling is with the View set-up. We would like to have users enter variances for MTD activity only, but we want the MTD data entered to total up to a YTD number (i.e., enter discrete values for January, February, and March, but then be able to use V#YTD in a report to get the total of the Jan/Feb/Mar variances entered for a given account/flow combination). I've tried setting the scenario up for MTD, and the form works fine for the first month we tested. However, when we open the form that's we've created for a subsequent month we get the val

In the case of a parallel hierarchy the status of the entity changes if the data is modified on the scope of another hierarchy,Example: Entity A is 100% owned by parent A, and 90% owned by parent B; we enter the scope with Parent A on the 1st of the month, we launch the consolidation with scope A and the entity has an ok status; on the 20th of the month we load the scope with parent B; the status of the entity is changed under parent A as the scope data is entered in local and the parent becomes a partner.How can we ensure that the status of A does not change under parent A after changing scope B? THANKS

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke

After an application copy , We usually go to the newly copied application and disable/delete the tasks.TIP->  You can press CTRL+A or can select multiple task by pressing shift and then Delete it.It might be that you already know about this, but just sharing the tip for the wider community.

Good afternoon,Can anyone share their experience of the potential impacts of switching the Cube Consolidation Algorithm Type from "Standard (Calc-on-the-fly share and hierarchy elimination)" to "Org-By-Period Elimination"? I am balancing the decision between making a second cube with the different algorithm type vs changing the algorithm type of our current primary cube.I'm curious if anyone has any experience with the algorithm type outside of OneStream included documentation (see below) like consolidation time performance impacts."Org-By-Period EliminationThe Org-By-Period Elimination Consolidation Algorithm Type uses the calc-on-the-fly Share – as in Standard – but has unique elimination considerations. When determining if the data cell’s IC Member is a descendant of the Entity being consolidated, this Consolidation Algorithm Type considers the position of the Entity in the hierarchy and also checks the Percent Consolidation for every relationship down the hierarchy. If Percent Cons

Hello,Is there a way to give access to a user to modify a specific member on the metadata (specific scenario) without assigning them to the group of manage metadata ?thanks,

Is it feasible to implement extensibility to an account dimension with data loaded?Currently, all base and parent accounts sit in the same TopAccounts dimension. No extensibility was configured initially, so the idea is to keep the base members in the same dimension while separating all parent level accounts into an intermediary dimension (AccountSummary) between Root and TopAccounts.Before:After:We were able to separate them out via XML manipulation, and the extensibility looks good within the hierarchy:  It also seems to be correct based on the Extensibility solution:Additionally, since the base accounts are unchanged, we did not edit the primary cube dimensions.However, the data isn't as expected. For example, in our test QuickView, if you call a parent-level member in a member formula and do a .base expansion, it doesn't display the base members under the parent member.If you call out specific base members , data populates as expected. If you call out parent mem

Hello everyone,I have 2 scenarios in my application: Stat and Management. There is this one entity is not getting consolidated in the stat whereas it's getting consolidated in the management structure like any other entity.I realized the system eliminates receivables against this entity in the stat hierarchy even though the entity itself is not getting consolidated.1. Is it possible to make the entity behave differently in 2 scenarios using the ownership types? Design and ref doc basically does not say anything about the behavior of the methods.2. I don't want to map the amounts to IC None for Stat because the data is common between two scenarios.Any help is appreciated

Anyone have something they use? Seems like OS has never provided a nice little reference like this. Thanks in advance for anything anyone wants to share.

I have a grid view with a list of items on my home page and I would like the user to be able to select an item. This will then open a new page. Everything on that new page will be related to that selection made (tables, labels, etc.). I could then go back to my home page, leave the first selected page open, and then open another page for a different item.Any suggestions on how to get this to work?Tried solutions:- Fix the session state of the newly open page with the parameter value --> Once you do a full refresh of the page then the parameter will update to the latest selection made- Supplied parameters --> This is a good solution for a dialog screen, but when you open the dashboard as a new page the connection seems to drop here and it actually pops-up a dialog box again to make a selection on the new page. 

Hi All,  I have a combo box that is in the main dashboard called cb_OnMaindash. The combo box has a parameter linked to it (i.e., a bound parameter) this is delimited list parameter called dl_ComboBox_param. The display items (dash1, dash2, dash3, dash4) and value item (Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4).  These value items are actual dashboard that I am trying to pull when ever a user selects a specific item from the combo box. Parametername: dl_ComboBox_paramparameter type: delimited listdisplay items: dash1, dash2, dash3, dash4value items: Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4Combo BoxName: cb_OnMaindash  The issue is when i am testing this and select dash1 the dashboard is loaded but the item displayed on the combo box is wrong for example it would display Dash3 instead of Dash1. same thing if I were to select Dash2 and it will either display Dash1 or Dash3. it will only update the selected item if I click the se

Hi all,Has anyone found a smart way of deleting unused / old cubeviews? Manually deteling one by one takes very long time.Thanks in advance.Buket Pedersen

Hi Team,   Hope you are doing well and I would like to know the process to provide access to a particular dimension as user is facing an issue Steps I performed: 1.Created a group under System 2.Created  a user with OKTA verification  3.Updated the group to the dimension in Access Group property. 4.Assigned the user to that Group But user is getting as below Error: Application access denied because user account is not found or has been misconfigured. Contact your system administrator.   Thanks

Hi OneStreamers,   I have a set of scenarios for forecast, rach one must have its own rate tables. Is it possible for me to use only one rate type and combine that with each scenario to input the rates ?  Thank you, Adam

   Hi,I would like to add up all the children of the accounts and put them in the getdatacell, to create a row of Total, both for flow1, flow2 and flow3 

We have built a custom model in a dev environment and now want to migrate this to a user test environment.  The build includes a number of database tables that we want to copy between the environments as they contain a large amount of data that needs to be used by the user test and will also be required to be migrated to the production environment.  Is there a way to copy database tables between environments, there doesn't seem to be anything obvious in the Load/Extract object list?

As we cannot filter the Tree member expansion, is it possible to create a custom Tree?If not as a custom expansion, perhaps a code that returns a tree i.e. XFTreeItem?Dimension:AccountParent1    + Member1    + Member2        +Member2.1            +Member2.1.1            +Member2.1.2        +Member2.2            +Member2.2.1 In the above account dimension, I dont want Member 2.2. I just want the ultimate Parent1, the next level (Member1, Member2), and all base members. The result would be something like: Parent1    + Member1    + Member2            +Member2.1.1            +Member2.1.2            +Member2.2.1 Thx 

Hi there, For a client i want to do a detailed analysis of the data (numbers) in the database. We want to investigate the percentage of numbers < 0.01.However, when i use the Data records i see the following:But in this view i cannot filter on values in the Value1, Value2 etc. columns. In the binary table itself i see as contents of the CellAmounts the following:When i convert this to a string i see a binary code that i cannot read.Does anybody know how to write the select statement in SQL to see the Value fields in the CellAmounts column so i can filter on them? Thanks in advance.

Hi All, In an event of OneStream primary database crashes during the month or year end of the Statutory Reporting when users heavily rely on the system, Could you please suggest the steps we will consider to reinstate the system. Thanks Amit

Hello - I have a cube view that currently has two columns. The first is just base members of an account hierarchy, and the second is a dynamic calc UD8 that retrieves the text 5 value for each account stored by scenario type. The UD8 is working and pulling the correct text 5 values, however some but not all of the stored item text is delimited by semicolons. How can I split this text by semicolon into separate columns in the cube view?

Hello OneStream Infra Experts, I would like to know if we are customer to OneStream and bought the cloud Onestream application, Can't we download and setup an Onpremise Onestream server like Hyperion Onprem version. Please let me know the server details and configuration to Install the OneStream. Thanks

Entirely tied to the moment we upgraded the clients to version 7.1.3 we started getting the Windows "pick an account" window when they select External Authentication. We are cloud hosted.  I've opened a ticket with Onestream and with our internal resources, and no solution.  Anyone else experience the same or is it just us?

Hello all,I am building a planning application on which the end users interact via drop-downs for Entity and UD1 members, and click a "Save Inputs" button that saves input data and runs a custom calculation on the selected entity and UD1.This is done through a data management step that runs a business rule, and on which the selection of the UD1 and Entity impact the business rule to avoid recalculating all the application each time. There are 6 business rules, that respond to different functional models, activated by different "Save" buttons across the application.I want to create a button or data management sequence that will run all the business rules (the 6 models) for all UD1 members of the 4 entities, as an admin task. I have created a Data Management sequence that runs the 6 steps consecutively, with its corresponding button, but have not been successful to modify the arguments or the Data Management parameters to perform the calculation for all members, as I cannot input "E#All"