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Hi, I have created dashboard with multiple dashboard group. Is there a way for me to disable some of the groups and shoiw what is relevant in Oneplace by security to the end user? In this case- I want to only keep DS01_Cube data and not DS02_Period_Filter Thanks
Hi everyone,I have a case in my hand I'd like to get your opinions on. I have an 12 period application already built so custom time dimension is not an option.The request is:1. The client wants the P12 results to be available for reporting but the P13 results will be final results for the year.2. They use P13 just like any period. There will be data load, journaling, data inputting and consolidating.I have an option in mind to handle this but let me know your comments and/or any other suggestions you can think of.Building a dashboard that would run a data management job to push the data from Actual scenario to Actual_P12 scenario to archive the data there. After doing that they can override P12 data in the Actual scenario with P13 data. If I'll go with this option I want that copied data locked and not changing even if they run a consolidation. Can you let me know how I can do that?
Hi, I am creating a new entity, but the currency is not available under the settings Currency option. How can I create or add a currency in this specific setting field? Thanks!
I ran an import which was stuck on parsing data, I clicked on Cancel Task, but it has been stuck on 'Cancelling By User' task status for over an hour.Any solutions to cancel the task? I am unable to rerun the task as it is still "running"
HI All,Good morning.Could you please share the documentation on 'Auto translate Currencies option' in entity properties. Also, how it works in below mentioned scenario.Scenario: I have parent A and Children B both are tagged with Default currency 'CAD', but I want to translate Base and parent to USD in this case can I set Auto translate Currencies option to USD to convert data to USD without changing Parent A default currency to USD.Thanks in Advance. Thanks,Sandeep
Hello ! I would like to use a data buffer that would read data from another Scenario than the one set in my data management job, is it possible ? Right now, I have a simple formula that should retrieve data from scenario S#Simul while I'm running the business rule from a data management which is set on S#Actual, but it returns nothing : Dim dbr_keys As DataBuffer = api.Data.GetDataBufferusingformula("RemoveZeros(FilterMembers(S#Simul:V#Periodic:AEAccount1:F#None:I#None:O#Forms:U2#None:U3#US:U4#None:U5#None:U7#HO:U8#None:F#None, U6#C4.Base))",,False)dbr_keys.LogDataBuffer(api, "dbr_keys",100) Is there a specific data buffer script to use in order to run on another data unit ? Regards,
We have our main hierarchy that has intercompany eliminations working as they should. We also have 2 alternate hierarchies where one is eliminating as it should, and the other is not eliminating. Consol - Primary Hierarchy - Percent Consolidation 100Consol - Alternate hierarchy - Percent Consolidation 0 - Elimins not working at first common parent,Second Alt Hierarchy - Percent consol 100 - Eliminations working as they should.
All,Is there a way to extract metadata(entity dimension) with just parent child relationship information and not all the application member properties using the usual export process?
I am wondering where are the files in the Application Database Folder and System Database Folder physically stored? I am able to find the files under FileShare in the directory where OneStream is installed, but I cannot find the physical folder structure of the Application Database Folder and System Database Folder. Please advise. Thank you
Does anyone know how the "Has Data" field in an FX Rates CSV file is actually being used? The Design and Reference Guide lists it as one of the columns in the file. I've only seen it extracted with a value of Yes in this column. What is its actual use? Is it necessary for Loading FX Rates? What does "No" mean, for that matter what does "Yes" mean?
Hi, do you know where can I find the Forgot Password option?
I need to copy one application to another, for that I am wondering if i need to go to the OneStream SQL server and extract a database ( or database schema), and if so how would i do this?The goal is to extract the entire data of an application to import it in another app
Hi All, I need to calculate the base members and roll up to Total member as shown in the below picture I tried using GetDataCell formula but am getting error, can anyone suggest how to do that.Please find the below snaps for your reference. Thanks in Advance.
Hi everyone. I'm trying to add values to a SQL table, I have checked with several functions of the BRApi.Database, but none of them work for me. My code example:#The variablesDim sqlTest As String = $"INSERT INTO AllocationResults (Step, Amount, Annotation, SourceRule, DriverRule, Type, StepDesc, TargetRule, AllocRule, Generation, Cube, Entity, Consolidation, Scenario, Time, View, Account, Flow, Origin, Ic) VALUES (1, {Amount}, {Annotation}, {SourceRule}, {DriverRule}, {Type}, {StepDesc}, {TargetRule}, {AllocRule}, {Generation}, {Cube}, {Entity}, {Consolidation}, {Scenario}, {Time}, {View}, {Account}, {Flow}, {Origin}, {Ic})" Using dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si) BRApi.Database.ExecuteActionQuery(dbConnApp, sqlTest, False,True)End Using
We leverage MS Azure single sign on for OneStream.It seems like lately we experienced an issue where users are not able to login using SSO.Is this a known bug with version 7.1.3.14022?The way the support team resolved it was do an IIS reset on the servers and disable/reenable SSO but we don't want to keep doing this.Thoughts???
Hi,We would like a particular user with authority over several accountants that have certified their accounts for that user to be able to uncertify (un-certify) those certain workflow profiles if any changes are required.At present, if the workflow has been certified the user gets a warning.. has not been granted access to application role 'UnlockWorkflowUnit' for application.So how do I grant them this access ? The only group they are not in is 'Administrators', but we do not want them to have full unlock/uncertify rights, but only for the selected entities which are under the parent that they have reporting responibilty for.Keywords Unlock and UnCertify Ancestors and Unlock Workflow Unit
Hi, Does OneStream application has any App or link to access for Apple Mac book users ? We have many leaders in our organization using MacBooks, IPAD Pro etc.. they are not able to access Onestream application now. Any suggestions ? We have recently upgraded to OS 8.1 version.
We are exploring pros and cons of enabling Onestream access to our global users using Citrix / Azure virtual environment. Primary reason are, to reduce the .net installation in individual desktops, control excel temples from a central team etc..Could you please let us know if there any others who are using Onestream from a Citrix / centeral environment ? if yes, how is the performance impact of Onestream vs a normal desktop environment ? Do you have any learnings /feedbacks from their experience which you can share ?Any other items we should consider before taking this path of Citrix / Central Onestream access approach ?Thanks for your time and inputs.
We are (officially) migrating our archived, pre 2020 data into OneStream (from our HFM archived environment) does anyone have experience with this, tips, and tricks? Our thoughts are only loading data into the entity and account dimensions since we won't need to transact as it's post-close/post-calculated data. Any advice or support would be amazing!
Hello,Is it possible on the same quickview to cross both Time and Scenario Filter?For example I need the cross of :Time "2022" with scenario "ESTIMATE"Time "2023" with scenario "Planning_2023M10"But I have some datas on 2023 cross ESTIMATE I don't want to see.Attached what I have and what I need.Thank you!
Hi,I've been using a data management step (part of an archival sequence) to copy data between Scenarios and archive data. It has worked well in the past but now I'm getting below error when I run the step."Error processing Data Management Step 'step_SeedForecastMonths'. Arithmetic overflow error converting numeric to data type numeric.The statement has been terminated. (SQL Error Number -2146232060, 8115, 3621)"Any ideas as to what would be causing this ? I verified the data and I seems like the copy did work for the period selected however the error message still pops up. Thanks in advance!JT
Has anyone switched External Authentication from AzureSSO to OktaSSO? How did that process go? Was it seamless or were there user login issues? I'm trying to get ahead of this as my company is looking to convert all logins to OktaSSO.
Hello,We are doing an implementation and my client needs to be able to have one legal hierarchie and one management hierarchie, the twist is I need to be able to share the accounts between the two.Example:Legal parent AccountManagement parent Account (Shared)I can't use extensibility because the two hierachies share no similarity whatsoever, the only thing they share is GL accounts. In my Oracle days that would be a piece of cake, but for some reason I can't make it work in OneStream Accounts dimension.Thanks in advance
Hi All, For some reason, local entities are translating incorrectly to reporting entity - they are not using the FX rates given. The FX setting are to use scenario FX rate setting (see screenshot), not the cube. When doing the recon - I identified the differences when translating (see screenshot). Additional, it's taking amount not reported in local entity, and reporting it to reporting entity. What could be the problem?
Hi,sorry the basic question, I have noticed the Cube POV can be saved as a file (Save cube pov to favorites). However, I have not been able to do the opposite, to set the Cube POV from a file. How do I do that?Thank you
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