Application Build

Originally posted by Joakim Kulan 1/18/2018 Can someone explain to me how ""cross rates"" are calculated in XF, and if it differs from how HFM does it?For example if I have an input entity in SEK, one in NOK, and a parent in EURO, whilst my standard currency is always DKK, hos is the rate between SEK/NOK to EURO calculated?

Originally posted by Andrea Tout 4/25/2019 Has anyone ever done budget/forecast at a higher level entity? You can't really get away with that with extensibility  can you? 

Originally posted by Laura Garcia 7/26/2019 Have a request to change the currency of a parent Entity and want to know what the implications are and the best way to go about it. History of course would retranslate so if they don't want that to happen, what's the recommended approach? Create an alternate hierarchy with the new parent in the new currency? Add the new parent above the old? Any suggestions or thoughts?!

Originally posted by Rob Dessureault 12/13/2017 What security do I need to give an end user for them to set the Certification status from Certified to rejected? The user can unlock the WF, but can't reset the certified status once it is completed.

Originally posted by Christina Otello 12/6/2017 How do I create a mass/parent security group that locks users from changing data but allows them to read the data? We have a process in which Rig users enter CC data (day 1-10), then the tax dept inputs allocations on top of the CC's (day 11-13). We would like the admin to lock out the Rig users on Day 11-13. Currently we have security on the CC (read and read/write groups) and security on the workflow. I'm not sure if I can create a ReadOnly group for all the Rig Users that will over ride their individual access.Or is there another easy button approach to give Rig Users only read rights? 

Originally posted by Chris Bielinski 1/29/2018 Is it possible to assign a security group as the only ones who can read or write to certain dimension members depending on the what is entered in one of the text fields of the dimension member? Basically I want to restrict anybody but a select few access to a certain employee type we have in one of the text fields.

Originally posted by Cameron Lackpour 7/5/2018 Is there a way to drive a dashboard combobox off of write security at an upper level Entity member? The combobox contains level 3 members that I'd like to limit via planner security. The idea being PlannerA sees just the level3 members that are assigned to his group, PlannerB sees the level3 members that are assigned to her group, etc.

Originally posted by Geoffroy des Dorides 2/7/2020 Hi, I am looking for a Security builder. (I cannot upload the one that is already on PIE and I did not find it on marketplace)

Originally posted by Rich House 3/24/2020 I have a query re OS security roles.We have a number of applications on the client’s environment of which there are number of test and development applications and a single production application.The client does not have separate development and production environments, at this time they have purchased only one.Is it possible to grant the “Administrator” role for the test and development applications but view access or standard user access to “production”?We have a user that would like to have view only access to the metadata dimensions.Is there an approach that others have followed when they’ve had similar non-standard requests?

Originally posted by Dominic Arblaster 4/16/2020 Is there a audit report for includes all users and their assigned groups system security?Alternatively, is there a marketplace set of reporting on the security groups and the users assigned to each security group?

Originally posted by Kathryn Watkins 1/11/2018 Looking for documentation on how to load data in Alternate Input Currency - necessary settings for flow members, etc. Is anyone able to answer some questions on this? From the Design & Reference Guide it looks like he would have to set the Account's property UseAltInputCurrencyInFlow = True. Then he would create a Flow member and set Flow Processing Type. We're not sure which setting to select on this property as he only needs to do this for historical data. Can anyone provide advise or point us to where there is more documentation? Have been looking through Level2 training docs and haven't found details yet.

Originally posted by Rob Dessureault 11/2/2018 Is it possible to format an amount to show the currency symbol?

Originally posted by Andrea Tout 5/20/2019 I have a client with currency that doesn't exist. How do we handle this? just pick a custom currency? Then log a support ticket to add it in?

Originally posted by Pascal De Schryver 2/4/2020 The client setup Auto-translation for 1 currency and now wants to get rid of the translated data. Is there an easy way to do this? Do I need to run a script to clear the data?

Originally posted by Kathryn Watkins 8/3/2018 Does anyone have a trick for being able to show the exchange rates in a CV? Not the currency name, but the actual individual rates.

Originally posted by Rob Dessureault 1/31/2020 Client wants to know if it is possible to enter more than 9 decimal places.When I enter more than 9 decimal places, it rounds the rate and only stores 9 decimal placesCan you change that at all?

Originally posted by Rob Dessureault 2/21/2020 We have a Europe hierarchy in EUR.We also want to see this hierarchy in CAD.Is the only option to create a CAD hierarchy? We do want true translated numbers.

Originally posted by Michael Malandra6/8/2017 We have a client that had two cubes but they only want to load the GL data to stage once. The first cube would have workflows that Import data from the GL to stage. How would I build the workflow profile to validate stage data and load to the second cube?

Originally posted by Nick Kroppe 1/25/2018 FX Rates Input at YearThis may be a silly question, trying to consider budget and forecast rates and how they will need to be input in OS.I understand OS does not have the same concept that HFM did with holding rates in balance recurring account.However it seems to be possible to input FX Rates at Quarters and Years, does the system actually use this 'year' and 'quarter' rate across the periods for translation? I thought this was rather clever if this actually works as typically you would have the same Budget rate across 1 or 2 years, so don't need to populate 24 periods with the same rate data effectively...

Originally posted by Rob Dessureault 1/23/2019 My client has all sorts for FX rate types attached to different scenarios (Actual, Budget, AOC, LE1, LE2, LE3...).Some of these FX rate types are updated during the year.Besides updating them as follows:Manually adjusting them in the FX Rates table or Exporting to Excel, manipulating the file and then loading it back in or Using Excel XF functionsAre there other ways that people have come up with?

Originally posted by ckattookaran on 12/20/2018 I've a question on Entity extensibility (I know that it is not possible), however this is what I'veIn 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 Jenn Stemm 10/15/2018 Under One Workflow there are various Budget Cost Center Forms and all Forms use a Single Entity (Security is set on Scenario, Entity and Workflow). A User Inputs on one Cost Center Form and is a Certifier on another Cost Center Form. On the Certifier form she should not be able to Input data into the Form. I think because all of these forms are on the same workflow we might need a rule to get around this but I'm not sure. (Currently she can input on the form she should only be able to certify).

Originally posted by Kelli Nolli 10/24/2018 A customer will be implementing People Planning and one of their pressing questions is around security, apparently they were told at Splash that it could be done. Here's there's example: User1 with access to Entity A and UD1 – All products members, same User1 with access to Entity B and UD1 – one product member only. How can this be done in OneStream? P.S.Two user ids is not the answer they want, that is what they do today.

Originally posted by Rob Dessureault 11/14/2018 We have a dimension for Cost Centers that has close to 4,500 members.Is it possible to create user specific memberlists for each user? Each memberlist would have approximately 20 - 50 members.And ideally the client wants the user to maintain it and not an admin - not sure that is possible.They then want the user to use this list in forms to only see the CC that they are responsible for."

Originally posted by Celvin Kattookaran 4/11/2019 I got a question on Cube security. Let’s say that I setup data access and it works fine. Now what if the user is importing data using an Import profile?Can they see data loaded by other users?User 1 got access to Ent1 and Product1User 2 got access to ent2 and Product2They both got access to the same import profile, what happens in this scenario?"