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Hello! What is your process for closing entities? Do you rename them or mark “Is consolidated” as false or do something else to discontinue them? We’re working through creating an official process for closed entities so I was wondering how other folks deal with clearing out RE or other account calcs or otherwise officially close entities. Appreciate any input! Thanks!

Hello Few of questions on using cell details 1. How can we add different classifications for data entry via cell details ?  I have created dashboard parameter for same , however its not reflecting in respective cube view or form.  2. Is there any existing report for displaying cell details ?  3. Correct syntax for function - BRApi.Dashboards.Parameters.GetLiteralParameterValue , unfortunately sample code is not working  Thanks JA    

Hi,I have created a new time profile with M1 named Apr etc., and updated the month start dates to be 4/1, 5/1 etc. to achieve an Apr - Mar calendar. Note that I created it after I created the cube, then changed the setting on the cube.The workflow shows the correct months, i.e. Apr at the top and Mar at the bottom.However when I load a file with a time key of 2021M1, instead of going to Apr it maps to Jan, May goes to Feb etc. Somehow it is assuming 2021M1 is Jan still, even though I've updated the time profile.All the lines in my file have a field showing 2021M1 but at the bottom of the log file I see this:----------- Data Keys ------------Actual - Actual | 2021M10 - 2021M10Has anyone else experienced this?Thanks

Source: OneStream Champions     Capture.PNG597×540 36.4 KB   Our timestamps are way off - anyone know how to adjust the timezone settings? We are on OneStream Cloud 6.5.

Hi -  How do I create a scenario for prior year? I'm building a flux report (variance analysis) where I can compare data between different scenarios (e.g. Actual v. F9).   I was suggested to create this member in U8, and input a dynamic formula. However I am not sure what the code should be. If this is a route I should pursue, please advice.  Any ideas will be appreciated.  Thank you!    

Originally posted by Felipe Alcorta Hello: We currently have our model set up with workflow profiles set up for each entity that interfaces with our ERP to import data.  I would like to give users the ability to see the status of their respective entity workflow profile status (i.e. completed or failed).  The report RPTA/Workflow Status/Completion Status has exactly the data that I need.  Admins can see it but users cannot.  Is the data in this report available via a quickview or is RPTA report the only way?  Are they governed by a default security profile?  TIA

Originally posted by Michael Gialanella 8/13/2018 For People Planning security - restricting Administrator access to the CentralRegister where confidential salaries reside. How have people managing the expectations with customers that are looking to restrict and hide salaries from XF Administrators?

Originally posted by Diane Rochford Has anyone copied FXRates from prior month Closing FXRate to current month Average FXRate?  In HFM, I can copy last period in year closing FXRates, Actual scenario, to both current closing and current average rate, constant $ scenario. I was also able to copy the prior month closing rate to all future period closing rate and average rate within the Forecast scenario. I would expect I can do these copied within OneStream, I just cannot find where, or how, I can accomplish this task.   Help is greatly appreciated.   Thanks Diane    

Originally posted by Geoffroy des Dorides 1/3/2020 What is the simplest way to prevent a user that is able to certify to un-certify : In a base input workfow I have a task requiring a certification Therefore user are in the security group that allow ""Certification SignOff Group""I would like that these users are able to certify but not uncertify.(for design reason I cannot activate lock after certify functionality)what is the simplest way to achieve this? "

Originally posted by Kathryn Watkins 4/23/2019 Have a security design question I wanted to confirm. Herbalife wants to restrict the IT system admins from seeing any data and make sure that they can only add / edit / provision users. If they just put users in groups that are assigned to the system security roles SystemPane and SecurityAdminPage, they can see the page but are not able to edit the users' provisioning.

Originally posted by Arpit Maheshwari Is it possible to clear the sign-in info from the OneStream Desktop Client ?   We are using Microsoft Azure AD for SSO and every time we login, we get to choose which account to use for the login. Recently, the client is taking the account that is being used to login on the machine. Is there a way for me to use another account (separate account for testing with limited privileges) on the same machine ?   Thank you for the help

Originally posted by Gene Halbrooks Have a user who's windows is blocking the OS app from running, any others?  no recent changes to OS, and no recent changes to user system config.

Originally posted by Dayla King

Originally posted by Debbie Hinds Hi all, We are a new customer to OneStream and in the process of implementing the application.  We are wondering if anyone has a set of general test cases that you used for testing during UAT and willing to share with us.  Thanks, Debbie Hinds PRA Health Sciences

Originally posted by Oussama Bourakkadi Hello, how can we delete multi selected members from a dimension?

Originally posted by Kyle KohneOver the past 2 year ends we have struggled in January close with certain data pulling forward correctly.  These issues stem from our set up of rules for pulling beginning balances related to Retained Earnings and some within our NCI .  Has anyone created a quality methodology for testing future periods.  What I'm thinking is if we only have data in January and maybe February to push that data all the way through December to see how the beginning balances will roll in January.  

Originally posted by Ramanathan Ganapathy Hello All, Currently, we are loading the exchange rate source currency as "USD".  We want to change the same from "USD" to "GBP".  Currently we have the default currency as "USD" in the Cube.  Question: 1) Is it possible to change the source currency from "USD" to "GBP" 2) What impact we should consider when do this change? Thanks & Regards, Ramanathan          

Originally posted by Robert Wang I get this error message when trying to load metadata, it has worked on other applications so not sure why this one isn't working?

Originally posted by Fredrik Erlandsson Hi all, Does anyone know how to easily overview changes in the EntityDim in terms of Percent Consolidation and Percent Owenership between periods and years? Can this be extracted or built in a cube view? For example if i would like to get a snapshot of one hiearchy in the EntityDim including percent ownership for period 2020M10? Thanks, Fredrik

Originally posted by Clarke Hair Looking to start using the View txt fields (Annotation, Assumptions…) and understand that there is no natural way to have that information aggregated/consolidated up. I am told that a BR is needed to do this. Just checking to see if this is correct and if anybody has had success in this getting it to work. Ideal use would be for our regional leaders to be able to see summary comments on specific line items that we report on.

Originally posted by Eric Osmanski 11/5/2019 Anyone got a new version of the auto add member extensibility rule?

Originally posted by Celvin Kattookaran12/20/2019 In LRP cube Entity is at upper level. However, that is not true for all entities it is a ragged hierarchy.How do you handle this scenario.Create separate hierarchies for both cubes with a prefix? Now how about the data movement? DM job to pull parent data, again some entities are base at both cubes. Swap entity to a UD and extend it, now what is implication for this - client is not happy with changing entity Add a field which says which entities to extract How can i handle data entry for LRP at Houston and other base entities (some could be base in Finance cube and some are parents) and move Finance data from Finance to LRP.

Originally posted by Andy Moore 5/31/2018 How can I call a Dashboard Extender function, from an extensibility rule ?

Originally posted by Felipe Alcorta Hello: We'd like to incorporate variance explanations into our cube views.  If the cube view shows one periodic comparison (e.g. Jun YTD CY vs June YTD PY), we have a corresponding dynamic calc that calculates the variance and we can use the (out of the box) variance explanation from the View dimension in order to have comment/explanation functionality. However, if we have multiple comparison period in the same column template/cube view, we are unable to.  If we take the same approach as one periodic comparison, the same comment would appear in both comparison columns since there's nothing to distinguish which periodic comparisons are being explained against.   We tried using a placeholder UD8 elements (no formulas) in addition to the variance explanation from View dimension but OneStream says it's an invalid cell.  Advice?

Originally posted by Rob Dessureault 5/10/2019 Need to report companies with different year-ends as well as a Standard Corporate year end report for consolidated results