Application Build

Hi Everyone. I am running an SQL query, but I am now encountering an issue with currency conversions. The only thing my table contains is the column with the currency name, but it is not very helpful because the FX rates table only contains the ID. I would like to know where I can find the FX rate IDs and names in the query, or if there is an intermediary table to accomplish this. The tables I am currently using are: XFW_PLP_Register and XFW_PLP_Plan.

Hello Experts, Is there a way to update 500+ member names in OneStream using XML file. Manually changing each member is time consuming there seems to be no functionality available with XML load?Thank You,Manoj   

Can we adjust the Workflow POV settings in the OneStream Excel Add-in? It would be great if the "OnePlace" tab could also be displayed. Many of our users are more familiar with the Excel add-in, so implementing this change in the next build would be beneficial. This way, they wouldn't need to access the application to modify these settings during the close process.

Is there a way to disable the "Force Consolidate" option from the forms? 

Is there a way to restrict Access to Business Rules for all Users including Administrators through Security Groups? I don't want to encrypt the Business rule.

Hey Community,  So I am wondering if anyone has any smart idea how to split into multiple BiBlend tables when loading a file into workflow with workflow name Blend. My current DataSource is using Delimited files. And I have a column in table that I map towards a attribute dimension which contains of 5 different values. I would like to split the tables based on these values instead of loading file in 5 different workflow steps.  In earlier projects working with data mgmt export sequence data sources I have accomplished similar result by using connector setting "SourceFieldName" to do this. But this option is not available for Delimited File. So if anyone have any code snippet examples on how to hook any businessrule up with the data source or similar that would be extremely helpful!   

Hi Team, Is there a way to set the No Input period property for Scenario dimension using XFBR/Parameter dynamically through DM Jobs. for ex: a new scenario test2, needs to be copied with test1 scenario data across all years (Closed periods + Open periods).The requirement is to have "No Input Period" property as 0 during coping the data and later during consolidation thorough DM step set it to Current actual close period value (i.e for may close it should be 5).   Thank you in Advance.  

Hi All,   I have trying to get the Combobox type of drop down in the custom created data table . SQL Table Editor Searchable Drop-Down List (onestream.com) The above link the documentation to achieve that requirement however it does not work even tough i follow the instruction given in the document. Below are the screenshot of my datatable and parameters.    Kindly help me to achieve this requirement .   Thank You     

Hi, We have a service account setup in our EntraID IdP that is used to call the API. Now that we've enabled OIS, we're having difficulty setting up a PAT for the service account since typically nobody logs into the service account and accesses OneStream, so the account is unable to provision a PAT for themselves. Would anybody have any suggestions as to how to proceed? Thanks!

See the TWO screenshots below, the first is bad and the second is good. In dashboard design mode on some dashboards, what is causing the left panel to be blue? This is the vertical panel that shows all the artifacts in the dashboard.  This is preventing us from seeing which artifact is being selected in the right panel.  In this screenshot the "PDO To Update" label is selected in the right panel but the artifact is not highlighted in the left panel. This makes troubleshooting much more difficult. This is bad In this screenshot, the "Create New PDO" label is selected in the right panel and we can see the artifact hightlighted in the left panel because the left panel is not blue. This is good    

This is a weird question but how can I confirm what version I'm on within a OS application? I used to use the version on the top bar of the log in window in both excel or the OS windows app but I learned today that there's the possibility that our environment version is different than what shows there if the versions are not kept in sync by our IT team.  Any direction would be helpful!  Thanks! -Nicole

In our recent discussion with OneStream team during a demo session, we observed that the version you guys using are different than the version we have meaning the UI, we still use the older version with blue colored interface, but you are using with new OneStream changed version in black color interface, when do we as a user's going to get it.

Hello All, Our customer, who is migrating from BOFC, would like for organizational and technical reasons to keep using his intercompany dimension to capture sales to third parties but would also need to group these sales by sales channels.Their entity structure has a parallel Distribution channel structure (entities that are not part of the consolidation scope).  Is there a way to aggregate only certain IC (the ones belonging to a certain sales channel for example) ?Can we even do an IC reconciliation by grouped intercompany? Thank you in advance for your help/advices

Can we install two versions (8.2 and 8.4) of OneStream desktop client and OneStream excel add-in client in the same machine ? Later on if i want to uninstall 8.2 does OneStream have an uninstaller using which i can un-install 8.2 Any inputs around this will be highly appreciated   

Dear Community, I didnt find a good hint wihin the reference guide. So, I hope you can help me.  I know a Quick View POV is always set to be the default, which is set in Onestream. Otherwise I see, that Account or time can´t be adjusted. It is always the same "starting quick view" which is visible. So, I wanted to know if there is a way to set the POV to be different per each user or user group.  In example, if a finance user starts a quick view, he/she should initial see, what they want to see. Meanwhile an administrator should see something different, without the need of changing the POV.  Do you know if it is possible to change the initial POV? Or is the initial one always the same?Best Regards, Markus

Hi Everyone, We need to understand the scenario settings due to which we can avoid the data backing off (shown as derived, not stored value) for the next month when we enter a data in a periodic view. After digging up the community, we found some posts redirecting to change No Data Zero View for the scenario to YTD but that still doesn't solve this behavior. Is there any particular in the application/scenario where I can change to show no activity months as "0"?Thanks!JackLacava 

We are having typical issue with Metadata, it's a single currency application. The Auto Translation for Currencies property is Blank and doesn't have any value. But when I check System diagnostics I notice that for all Entities(~12k) this property is having value and there is a warning. If I go into the property and see there is no value in the Stored Value, but "Remove Stored Item" property is enabled which is saying that there is some hidden value. I had to manually goto each and every member and click on "Remove Stored Item" property to get rid of the value. Reloading the metadata with this property set to BLANK is also not helping solve the issue. How can this be resolved without manually updating each Entity. Any thoughts anyone ?

Hello,   We have recently upgraded to v8.   With the new security properties on Adjustment Workflow Profile disabled, users still don't have the "Quick Post" button after creating a journal :  -Prevent Self-Post = False  -Prevent Self-Approval = False   Users have access to the 3 journal steps :  -Journal Process Group -Journal Approval Group -Journal Post Group   Does anyone know how to activate the Quick Post functionnality ?  Thank you.   Regards, Tahina  

is there any video available on 8.4 upgrades/features/enhancements?

We are building a Consolidation application with 10 Base Entities and approx. 2000 Cost Centers. Each Cost Center is valid for only one Entity. In Other words a group of Cost Centers are valid for One Entity and the same group of Cost centers are NOT valid for any other entities. Given this requirement is it best approach to create Separate cubes for the 10 Entities and apply Extensibility on Cost Center dimension with Valid Cost centers for the Entity OR Create One Cube and apply UD Constraint on Entity with the Group of Valid Cost Centers ? Appreciate any thoughts or recommendation between these 2 options.  

We currently have our 'User Inactivity Timeout' setting to 30 minutes. We have users that are being 'timed out' in the excel add-in before that time threshold.  Question- What constitutes an 'action' for HSGET formulas or Quick Views that would reset the 30 minute timeout? - Refreshing a sheet with no change in Metadata selections? - Refreshing a sheet with just HSGET formulas? Thank you!

Hi,  I've been offline during few weeks without using OneStream on my localhost application, and now, when I try to connect to my localhost again, I can't login:  Of course, I don't change my password during these weeks. How can I reset my password? Or anyone had the same issue?  Thanks in advance for any tip.  Regards, Eduardo

We have thousands of IDs in our PLP register. Let's say ten of them are named Aaron. I can sort the register on the FirstName to see all of the Aarons on the first page. If I apply a filter to the column to only show people named Aaron, all ten of the Aarons display. However, if I sort the register by last name, for example, and filter on Aaron in the FirstName column, zero show up. If move to a page that has, say, one or two of the Aarons, then filtering on Aaron will return just those. The column doesn't use a parameter but even columns that do use parameters behave the same way. The filtering for all of the fields is effectively broken. Is there some new system-wide setting I should know about? Is there a workaround? Or, am I just enjoying a very strange bug?

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 We have an account dimension with extensibility applied. Say first level is Forecast where we capture 4 digit accounts. Forecast is then extended to Actual where we capture 8 digit accounts. Now the requirement is to move one of the 8 digit accounts to Forecast level.  Is this even possible and how can we do this if yes? Thank you, Mikki