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I may have a requirement to filter a member list based on the project manager. Whenever data is loaded the PM assignment may change. I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible. Leverage a text field to input the project manager name.  Then use a variable like UserName or  UserText to create a member list. Is it possible to create a member list/parameter using |UserName| or UserText variables      U2#TotalProject.Base.Where(Text1 Contains |UserName|) Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field? Load the PM into a data cell using the View member “Assumption” and None for most other dimensions.  Then trying to create a member list with logic..something like where Username=Assumption value of current period. This removes the need to update Text1.  If it could work, I think the evaluation time

An account can exist in multiple account dimensions. Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello! Can someone point me in the direction of the definitions for the status numbers on the Data Records table? I also submitted the question to OS support because I can't find the info anywhere. Here's where I mean:  Thanks!

We have several equity accounts with "USDOverride" entered for Text 1 in the "Vary by Scenario Type And Time" section of the member properties. Those accounts are not translating from local currency to USD.  Any ideas why that would be? Thanks!

Is there a way to enable Account descriptions in other languages like Dutch?

I need to move data between two mutually exclusive cubes. Cube1 (FinPlan) U3 dimension base level is ProductType, Cube2(SalesFcst) UD3 base level is SKU which rollup up to ProductType. SKU also has a Text6 field containing its ProductType Code.   I also have separate Account dimensions: Cube1 uses FinAccounts for Forecasting, while Cube2 uses the SalesFcstAccts dimension   To move the data from Cube2 to Cube1, I tried using a Business Rule using the api.Data.ConvertDataBufferExtendedMembers function Cube is an option:    Dim summarySalesFcstData As DataBuffer = api.Data.ConvertDataBufferExtendedMembers("SalesFcst", "Fcast1", dbSalesFcstData) However, it didn’t replace the SKU with its ProductType. Does anyone know is this function will work between mutually exclusive cubes with different account dimensions. The second approach I would like to try is to extract the data from Cube2 including the SKU Text6 value of ProductType, then I

Hi !I'm interested to get data from the AuditFXRate table, however this table is not giving the Currency names, but only its ID.The problem is that, the Currency names are nowhere to be find in the datatable of the application ( it is not in the "Member", "MemberProperty" or "MemberDescription" table). The only plase I can get a reference of these currency is in the "AppProperty" table, where all currency are stored in one row.Needless to say, the table "FxRate" is not showing the Currency Name as well 🙂 --> Where can we find the CurrencyID + CurrencyName information in OneStream ? Regards,

Hello I have built a workflow structure for a statutory application where every legal entity has is own workflow. In the entity assignment only 1 entity is assigned to the specific workflow. Data load and input forms work fine because Onestream blocks user to enter data on an entity <> from the WF entity. Inside each entity workflow we enabled the user to post adjustments.   But for journals Onestream behaves differently.  Because when creating a journal, Onestream propose the list of companies the user has access to regardless which is the company assigned to the workflow.   Here I am in the workflow of company 1.   But Onestream prompt with the list of entities I have access to. So I can post a journal on entity XYZ on "company 1 workflow". So I am allowed to post a journal on an entity outside the assigned workflow.   Is there a way to force the user to post a journal only to the workflow entity?   Thanks, Marcello      

Hello All, It might sound like a simple question but I could not find the code in snippet or elsewhere of how to grab in a rule a list of all groups a user is part of. Could someone share how to do that ? Thank you Matthieu

  I can change accounts and entities by scenario, just using scenario views Question Credit: Peter Fugere   Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

A user must upgrade to the latest software version in order to continue using Onestream Question Credit: Nick Hymes   Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello Team, We have IE and Edge browser on the system. Once opened the OneStream application when we do Windows shortcut as per below screenshot it is creating the Windows short cut on the desktop. And, then when we open the OneStream application using the shortcut , it is opening on IE browser. How to create a shortcut for Edge and the application should open on Edge Browser when we use the shortcut. Thank you, Praveen

Hello All, I'd like your input on whether it is possible, or not, to conditionally display or hide a dashboard's component ? I have a case that, depending on the scenario selected in the workflow, I want in my dashboard to display, or not, a button (that will then allow user to seed forecast, but I want them to be able to do that only when they are doing their forecast, as dashboard is shared across scenarios) I tried to use a XFBR that would return me a different value (True or False) depending on the scenario selected and add this XFBR as value of the setting "Is Visible" of the button component, but that didn't work (thrown an error "Index was outside the bounds of the array"). So I don't know if it's because it's not possible or I did an error but open to any suggestions to make this requirement work Thank you Matthieu

Hi all, I am trying to create a journal where the UD dimension elements are selectable on rows. The default setting shows only accounts in the rows while the UD elements are in the journal POV.    How can I move some of the UDs on the rows to achieve an HFM like journal where the user can reclass from 1 UD element to another UD element? Thanks for the help Marcello  

Hello, I cannot find where is the place where to set the folder directory of server files (using the data import profile type).     Thank you for your feedback.   Marcello  

Hello All, I want to display the default currency value for specific entities in a cube view. Account being displayed is of type Balance so ShowCurrency setting fails to display currency here. Thinking of writing a XFBR rule to pull currency and display custom names in the rows along with Entity names. Is there a better alternative to achieve this? Any leads would be appreciated.

Hi, is there an easy way to prevent users to work on wrong periods? It seems that all periods in Onestream are open for data load.   This request is mostly related to statutory consolidation.   My concern is that some end user can start working of Jul 2042 (instead of July 2022) after realizing after a week that he is working on the wrong period. I know that in Hyperion the admin had to "initialize" the data unit setting the "Review level" as "First pass". If status is not "First pass" nobody can work. Instead in Cognos Controller the same feature is achieved with the "Submission" creation, where the consolidator selects Scenario and Period to open and which forms are assigned to the specified submission. If Cognos submission is not set obody can work.   I am wondering if there a standard feature in Onestream to lock all periods and then enable them month by month?   Thanks in advance for the help, Marcello 

Hello,Does anybody know what's the logic for TimeKey creation?As I see it's 10-digits code, but I can't see any logic behind it.Example:"TimeKey": 2018003000,"TimeName": "2018M1". Thank you.

  "Cube" is another name for the Financial Model Question Credit: Nick Hymes   Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi, Do you know if there is a way to display in a Dashboard where a Member name is used in the application (in which Cube Views...) ? Thanks, Regards, Harry 

I have a set of Controller level users for Audit reasons don't have access to load or modify data.  I am wanting them to be able to enter Variance Comments.  The answer maybe obvious, but I wanted to be sure.  Do I have to grant them access to load data to these data points to be able to also enter their comments?

  In order to see data, are all 18 dimensions used Question Credit: Nick Hymes   Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello, Does anyone know how to turn off the Quickpost function for journal entries?  Regards, Ronnie Karpinski

Our team has been working through an Infrastructure project, which requires pulling task activity from the Framework Database.  When pulled directly from the database, we see task activity type in numeric format.  To get the descriptions I ran an comparison by extracting the Task Activity dashboard tool and was able to identify the below descriptions:  (CASEWHEN a.TaskActivityType= -1 THEN 'Unknown'WHEN a.TaskActivityType=10 THEN 'Recycle Application Server'WHEN a.TaskActivityType=100 THEN 'Get Data Cells'WHEN a.TaskActivityType=101 THEN 'Get Data Cells Using Script'WHEN a.TaskActivityType=110 THEN 'Cube View'WHEN a.TaskActivityType=111 THEN 'Cube View Report'WHEN a.TaskActivityType=112 THEN 'Export Cube View To Excel'WHEN a.TaskActivityType=120 THEN 'Quick View'WHEN a.TaskActivityType=200 THEN 'Book'WHEN a.TaskActivityType=1000 THEN 'Data Management'WHEN a.TaskActivityType=1100 THEN 'Data Management Scheduled Task'WHEN a.TaskActivityType=2000 THEN 'Load And Transform'WH

I'm starting to plan for upgrading our OneStream dev environment from 6.2 up to 7.0.  Part of the testing will have to involve the Excel add-in.  If I uninstall the 6.2 add-in, and install the 7.0 version,  can I still use it with our Production 6.2 environment?