Application Build

I have a dashboard that uses a Tree View.  Its in a named workspace.  The only way I can get images to work with it is to upload the images to a Default Workspace.  Is there a way to reference my images in the workspace where the Tree View is?  

Hi All,Does anybody have experience working with books which has dashboards as a pdf.In books, I have Report and inside it has dashboard report as a type. Why we cannot add dashboards there. It is only showing components list. Also, I am adding component like data adapter, grid, embedded dashboard but it is not working. In preview section it is not showing any report or output.   

Hello,I am encountering an error when assigning a BI Viewer to a dashboard in version 8.5.  The BI Viewer is sourced from a Cube View MD data adapter. When I run the dashboard to which the BI Viewer is directly assigned, it renders fine. However, when I run the main dashboard attached to my workflow, I receive the following error message. I have done the same processHas anyone encountered something similar before - and if so, was there a fix? I am perplexed, because I've been able to use BI Viewers in child/dependent dashboards without issue.  

in our initial design we have a local Admin user - OS_Admin that runs all our DM and Scheduler jobs. This was a local Admin user that pwd never changed (IT requires all AD users to change pwd's and we have too many embedded scripts with pwd for this to work).  When we migrated to V8 and the new SSO security structure was applied, we found that keeping the option for manual user sign-in created more issues for our SSO users than we could justify so we have stopped being able to sign in as this user. Issue:  We have logic that is pointing to the Global and this user's settings that drive most of our activity.  In the short-term I have changed the User based settings to point to my user but I need to get away from that. Need: I need to be able to sign-in as the local user to set the POV for WF (Scenario, Time, WF) OR is there a way I can change that from my Admin user.  Don't care either way, just need the result to be that the OS_Admin user's POV is updated. 

Hi All, Anyone has encountered OS-CAT-0021 error while performing copy application by using cloud administration tool? what's the solution to sort out this. 

hi All, I need to upload data into the new scenario Plan with 5 years and would like to load data in parent membaers (Entity, Account and UD1), I'm using the scenario property "Allow input into Aggegated Consolidation member" but I think that this property is for another purpose. I'm coming from EPM Planning where it could be possible and many people told me that uploading data at any level is possible but cannot find any example. Could somebody help me? Thanks in advance and best Regards. Mario Guerrero

Hi everyone, My employer recently migrated from v7.4 to v8.5, and one of the new 'features' is the ability to rename journals before submission.  Due to internal processes we'd like to restrict users from making any changes to journals names (regardless of their status) as they must follow a predefined naming convention.  Based on your experience, does anyone know if this is possible?  Thanks, SERGIO

Hello everyone!I require some assistance regarding the following objectives that I have in mind for this cube view.Showing the monthly data input cells (which I have done), along with the total sum of all the months in the year.Getting a percentage by using the monthly data / current year.Currently, the Amount 227.00 under actuals - 2025 column is a member filter under rows/columns whereby i use getDataCell(CVC(Col, 1) + CVC(Col, 2) .... CVC(Col, 12)) which I know it isn't the best idea. But I want the column under 'Total' to show this amount and with this amount, I will calculate the percentage in the next table.For example, on the 2nd table (green cells), on row ACTYPE001, when the user click calculate, the answer should be 1/227 x 100 = 0.44% at Jan 2025, 2/227 x 100 = 0.88% at Feb 2025.Please advice on how I should approach these issues or any improvement or suggestion I should be doing.  

Having the option to disable the "Load" button and only show "Load and Process" on the WF step would help when we add a rule in the process step that needs to be run every time the user uploads a file. This would reduce the risk of a user clicking Load and not Process, which is important for our operational planning teams to avoid data being missed or incorrect because a calculation or rule was not completed.

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hi all, I just want to confirm the tool's approach: If I have a foreign entity (defined as EUR), can I post a journal entry directly to USD (Translated), and it won't be overwritten by the built-in currency translation? (in other words, it won't just overwrite translated with whatever is in local?) Or is there something else I have to do to accomplish a USD journal in a non-USD entity?

Add a lock-in challenge to the application close "X" button in top right of window. This would prevent a nuisance situation where I've mistakenly closed the application when trying to open the POV pane. 

I have informational account created to store some Include/Exclude value by Entity. Now, I dont want this account to be translated and consolidated so, I have tagged AccountType to "Non Financial" while Aggregation to False. However when I turn on false its become invalid while True makes it Valid for input. Any idea what causing the issue? Based on the OS doc any informational account can be set to False.    

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

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