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We have a cube view with Entity Hierarchy in rows displaying values in local currency at the base level and USD at parent level. columns are CY Amount, PY Amount, Variance, Variance %, Currency Change Note - Currency Change is always reflected in USD(both at base and Parent Level) Formula for currency change = (CY Avg Rate - PY Average Rate)* CY Amount (conversion to USD) Problem Statement Currency Change is displaying correct values at the base level entity, but when rolling up its showing a 0 because the CY Amount at Parent level always shows in USD so the conversion rate by default is 1. I am looking for a solution to have the Currency Change apply only at the base level and the parent should be a rollup of the base. see screenshot below. Looking forward to some inputs here!
Hello ! I am trying to execute the "LogonAndReturnCookie" web api. I thought everything was configured correctly, but I get the message (401 - unauthorized) : "Error processing External Provider Sign In information. Custom Scopes from the Request do not match the ones configured." In the REST API documentation, it is written that the "custom scope" should be as followed : (OneStream web api app custom scope : allowpostman) : [screenshot removed] How do you configure this custom scope in the app / in azure AD / in postman ? Regards,
Hello, Our Organization is currently going through a Planning implementation of OneStream. We have provided a list of enhancement requests to OneStream that we feel would significantly improve the products reporting capabilities. Here is a list of the enhancement requests submitted. I am posting with hope that other customers would also benefit from these enhancements and reach out to OneStream directly to also request this functionality! You can also like ("Kudos") this post. 1. Drill Down within XFGetCell Function. (This was something that came up a lot at Splash when discussing with other customers) 2. Retain excel formatting when refreshing quick views 3. Ability to utilize the member description to pull quick views or XF functions (Today you can only user member name) 4. “Hardcode” the default Quick View POV when creating
CubeView that was assigned to different role is still visible when the user is set to another role.Example:CubeViewProfile1 - Access Group: Role 1CubeViewGroup1.1 - Access Group: Role 1CubeViewGroup1.2 - Access Group: EveryoneCubeViewProfile2 - Access Group: Role 2CubeViewGroup2.1 - Access Group: Everyone User with Role2 is able to view CubeViewProfile1 and all of its members while user with Role1 is able to view CubeViewProfile2 under OnePlace > Cube Views.How do I hide the CubeViews in OnePlace from users who do not have the right role? Are there other configurations I need to take into consideration?
Hello, i have a scenario with a range defined (i.e :Month 3 to Month 12) , i wanna process cube only on these months from month 3 to month 12. however when i launch the process cube through the workflow profile, it executes all the periods (even the prior ones , i.e M1 & M2) , i tried to lock through a BR these two months but it didnt work... how can i process cube only on my scenario range plz ? thanks,
Hi everyone, In the dashboard, I have setup my dashboard header, and linked it with the main dashboard but when I view this dashboard in different screen, the header loses it formatting. Anyone know how I can maintain the header format in different screens?
We are wanting to know how other government agencies are doing for their prior year financial statements. What is your solution on how to handle retroactive system changes within OneStream?
Originally posted by Kostas Daikidis I'm having trouble setting up OneStream Golfstream sample on a standalone (app server, web server and db, no SSO) Windows 7 Pro machine for learning purposes. I have all the prerequisites, however, the app server fails to start with the following message: Error starting application server 'localhost' Please contact the System Administrator to resolve the issue and restart the server.Application Server Configuration Folder: 'C:OneStreamShareConfig'.Framework Database Schema: 'OneStream_Framework'Selected Server Set: 'Standard' I've followed installation instructions to a tee and tried clean install twice already. I'd appreciate your help.
We have a lot of Cube Views and most of them have multiple validations some of which are quite complex.We also want to use Confirmation Rules to check that these Cube View validations have been cleared. The prospect of duplicating the Cube View validations in Confirmation Rules is not pleasant so we are looking for alternatives. We were thinking of adding a summary validation to every Cube View in the same place and then (somehow) saving that single value to an account with a split on UD6 for the Cube View. That would mean the Confirmation Rules are very simple to write. The question is can you save a value calculated on a Cube View to the Cube? The FormsEventHandler only references data that has been input (happy to be corrected on that). Suggestions on how to do this or a completely different approach are very welcome. Thanks
Hello,Would anyone have any issues upgrading your current version to 7.1? It’s my 1st time upgrading our current 6.4 to 7.1 as I just came on-board as ABA couple weeks ago.Appreciate if you can share your experiences.Thanks.*this post has been migrated from Champions
SOURCE: ONESTREAM CHAMPIONS Does anyone have any tips or best practices to make it clearly visible when an admin is in Production vs. Development? Obviously next to user name we can see Production or Development, but other than that one word, they look identical. I’m thinking of something like a big red “DEV” logo at the top ribbon next to OneStream XF or something similar to that.
1. Why is the "Total number of stored records" same across all months for one year ?
Hi All, I have created new Transformation Group and Profile ,If i try to link my group with Profile by using "Manage profile Members" icon i am not able to see the group name in the Available Groups list. Do we need to change any settings for that? Can anyone suggest? Thanks, Dhanitha.
Hi, We will be setting up tables using Table Data Manager to store some filtered extract of application data. My question is how can on-prem folks access these tables? We were wondering whether we should just use on-prem database and use BR to extract the data to those on-prem tables. But this means we have to rely on IT to maintain those staging tables and access. I prefer keeping the tables in Onestream app and give access to those tables. Thank you, Mikki
Happy Feb! how do I sync Prod with DEV ? We made a lot of changes to DEV over the past 5 months - but didn't upload all of our changes. We are thinking of exporting a complete extract of metadata, Cubeviews, dashboards, datamanagement, DataSources to xml from DEV - then delete all metadata, Cubeviews, dashboards, datamanagement, DataSources before uploading our extract to PROD? Both servers are in different physical locations and therefore have different firewalls. Is there an article regarding life-cycle management for OneStream ?
Hello,We need to create bulk users to perform stress test.We tried to use the suggested solution in the post Solved: Re: Issue with bulk native user creation using internal authentication. - OneStream Community (onestreamsoftware.com), by removing the line <encryptedPassword> in the XML file, in order to have the default password, without success.We would like to provide directly a different password to each user (even if he will have to change it afterwards).What are the best practices to perform it ?Thanks,Regards,Harry
Hello All, We have a requirement to make some text display dynamically showing or not based on whether the entity member selected in a combo box is a base member or a parent. In my XFBR, I found this function that would give me this information but when I set it up, it returns me false, whereas in some cases, the entity selected had children (so is a parent). "Dim IsParent As Boolean = BRApi.Finance.Entity.HasChildren(si, EntitydimPk, SelectedEntityID, Nothing)" Could you let me know where my function's set up could be wrong or also if you would propose to use an other solution to achieve this requirement ? Thank you
When OS call an authentification API, OS use the IMPLICIT parameter. This parameter is deprecated since 2 years. When are you going to update these calls with the new standards?
The default length of visible line items for comboboxes seems to be eight. Is it possible to change this to larger numbers? Often there is more space on the screen and this would help avoid unnecessary scrolling. Thanks! (example from GolfStream App)
Hi All,I am wondering if anyone has an opinion on using slice security for specific UD3 level security vs. using a Finance Business Rule to control access to certain UD3 members. Basically, I am looking to say if a user is in a certain security group, they should not be able to write data to certain UD3 members. I believe it can easily be written using slice security (Cube Data Access Security) or with a conditional input FBR (if user in g. I see an advantage to not having to update every entity with turning the Data Access Security to True and potentially adding categories vs with a BR, just writing a rule that doesn't touch metadata. I tend to typically try to avoid 'touching' existing metadata if I don't have to especially when adding in a Planning Cube next to a pre-existing and well established Consolidation Cube. Does anyone know if there is any real pro/con to either approach other than less updating of metadata which I mention above? Would pe
Originally posted by Jeff Wood 12/11/2019 I have a sub consolidation where all the children have the member property currency setting as EUR but the parent currency setting is USD. When I run sub consolidation cube views in local currency the children display in EUR but the parent displays as USD so the cube views total don’t foot because it is in USD. How can I over ride the rate of the parent to display in EUR when I run forms in local?
Is it possible to add an assembly reference to OneStream that will allow the BRApi to reference the Microsoft Outlook Object Library....or any other library that is not currently included in the OneStream.I would like to provide a dashboard button that allows the user to open up a new Outlook email message. Done similarly in other VB.NET projects like this<add assembly="Microsoft.Office.Interop.Outlook, Version=11.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c"/> Imports outlook = Microsoft.Office.Interop.OutlookDim OutlookMessage As outlook.MailItemDim AppOutlook As New outlook.ApplicationTryOutlookMessage = AppOutlook.CreateItem(outlook.OlItemType.olMailItem)Dim Recipents As outlook.Recipients = OutlookMessage.RecipientsRecipents.Add("myemail@hotmail.com")OutlookMessage.Subject = "Sending through Outlook"OutlookMessage.Body = "Testing outlook Mail"OutlookMessage.BodyFormat = outlook.OlBodyFormat.olFormatHTMLOutlookMessage.Send()Catch ex As ExceptionMes
Hi all, When I come into the marketplace to start evaulating when I should do my next software update, I see that there is a dropdown in the platform area that shows 7.1.3, 7.2.1/2/3, 7.3.0/1. I'm updating from 7.0.1 and would like to access 7.1.1/2 even though they are minor hotfixes, they should still be available for completeness? Maybe they're available somewhere else? Thanks for any insight
Hi all, i'd like to ask how can i get in the metadata builder view an initial complete version of the dimensions each time before adding new items?When i have to update the application dimensions, i would always have the previous situation in metadata builder template as a starting point.Any suggestions will be appreciatedthanks you
Hi, There seems to be an issue when pulling members through GridView from the dimension library. As shown in the screen shot below, when filtering on a specific roll up within the dimension using the parent child relationship reference the report includes duplicate members. This is because OS is pulling all the alternate roll up locations as well. We are wanting to pull just the main rollup so that we can see the members and parents in separate columns within excel. Does anyone know how to get around this or another way to pull this data from OneStream.
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