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Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

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 

Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments.  All of our E/I accounts are Currency overrides.  We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value.  Thus not zeroing out at O#:Top.  Not sure how to adjust the O#Elimination member at the parent level for IC members.  Any suggestions on how I might go about fixing.  Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere.  Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate.   Clarke  

Auto Translation Property will impact the systeam performance in consoladation?

Hi , We are trying to upgrade our OS version from 7.4 to 8.4. We are following the Manual Guide provided by Onestream, and done with all the instruction as stated, But we are stuck at the last part where we need to configure the IIS Manager.  I am not sure what should be entered in the Username and Passoword. Our system is On-Prem and we used to connect to the software using this domain http::localhost:50001/Onestreamweb. Let's say my Username is ABC and password is 123. What should I write in the Username section ? Because some online instruction manuals say I have to write "domain/username" in here. I have tried multiple combinations but the connection is not working out. Please find some attachments below for reference.  Looking forward to your support and guidance, Any help would be appreciated

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 ?

Hi,  Trying to upgrade from 7.3 to 8.2, I've been follow the "Upgrade Guide" from Doc-On-Premise but I have an issue at the end of the process.  I updated all Databases and Server configuration files as the documentaion shows.  I have Microsoft.AspNetCore.App 8.0.3 and the desktop runtime  Microsoft.WindowsDesktop.App 8.0.3. AspNetCoreModuleV2 is installed too.    But, when I try to connect to OneStream, the message is "Unable to connect to server using address "http://localhost:50001/OneStreamWeb": I've checked Event Viewer to get more detail about the issue and I got this information:  Thanks in advance for any help.  Regards    

Hi team , My client is demerging . So their current app has to be split into two new apps based on Entity structure.  What is the usual data migration strategy that is used ?  My question is more focused on Data Migration :  There are 4  sets of data :  1. Data Corresponding to Origin Import :  2. Data Corresponding to Forms  3. Data Corresponding to AdjInput ( i.e Journals Data) ( Along with Journal Information )  - Do we need to pass the journals again to the new Application or is there a way to export ( can be done using DM but any other way ) and importing them back in ?  4. Annotations  What is the best practices around it ?  What are the things that one should take care about ?  Regards, SS  

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  

in OneStream we can do custom table with process development, also there is Thing Planning where we can do process development. Is there any document or anyone can help us to provide the pros and cons of these 2 development methods? 

Hi, Good Day ! I would like to change the Entity Relationship property from dashboard. When the user clicks the button, the metadata associated with the entity relationship property should be updated to reflect the option the user has chosen from the dropdown menu. Can you please help me how can I achieve this requirement.    Thank You     

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.  

Hi All,   I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that?     Thanks in Advance

Originally posted by Sue Termyna Is OneStream compatible with Citrix?  We are looking to have offshore resources access the Windows client and also use the Excel Add-in via the Citrix Virtual Desktop platform.

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to do is restrict access to certain ICs so that some users cannot view them ,currently, even after changing permissions, they still appear. Therefore, I would like to know how to implement a solution where only specific intercompany data is accessible to a user.

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!

Hello All,We have setup People Planning for 24 periods.  We need to import the data into a cube across 2 years/24 months.Wondering the best approach.We have flagged Allow Loads After Workflow View Year as "True".We have tried using "Range" in the Workflow Tracking Frequency.This approach works, but the fact that we can't change time periods in the Scenario, creates some monthly and annual process management issues.Anybody use an alternative approach?Thanks,Scott

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

currently we are using standard time profile, we are planning to change the time profile to 5-4-4.  does it affect historical data? how can we achieve changing time profile? 

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?