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Does anyone know whether it's possible to modify the Excel journal upload template to force upload to multiple individual periods from that one file?If it's possible, can anyone provide a brief how-to for setting something like this up?  The request is to be able to upload this to a forecast scenario so it's really outside the normal parameters of a typical journal.I know one easier alternative is to create an _ADJ member and just load the data to that but that's not the ask from the team.Would be grateful for any advice.  Thanks

Hello, In the SQL table editor component, we can define namely the Schema Name, Table Name, Table Column Names, Where Clause and Order By Clause : However, I am using a Table that has encrypted data, so I would need to use my symmetric key when loading the table. For that, I need to write an SQL statement beforehand : OPEN SYMMETRIC KEY MyKey DECRYPTION BY CERTIFICATE MyCertificate; and a CLOSING statement : CLOSE SYMMETRIC KEY MyKey;  However, the SQL table editor component doesn't allow to add these fields. --> Is it possible to add these statements when the SQL table editor opens ? Could it be done with a business rule ? More generally, how can we handle encrypted data ? Regards,

Out of curiosity, are there any folks out there that have opted to have some "Generic" users/licenses versus specific named users in their environments? A couple of places where I think a generic would be relevant is when giving auditors view only access to the application. If there is a team of 3-4 auditors who need view only, would it not make sense to just create 1 generic user?On the flip side, what are big reasons people choose to go the named user route besides the obvious ones of audit trail for data loads and form completions and workflows?Just trying to get an idea of how popular generic users truly are when I personally have only seen the named user route. 

Hi all,How do you handle preventing users from accidentally loading data via an excel XFSetCell or QV submission to O#Forms/O#BeforeAdj on a scenario that’s locked on the workflow in OS? I’ve submitted this via OS support and there’s an enhancement request for “Requesting option to prevent users from submitting data in Excel via XFsetcell or QuickView” but there’s no workaround that they can provide. Our FP&A users load all data via excel and they’re generally educated enough to know what dimensions to change, but sometimes the communication doesn’t go out timely enough from corporate FP&A to stop loading adjustments (though the scenario is locked promptly on the workflow) and so we run into this issue. Any thoughts or feedback would be welcomed! Thanks!

Client has a requirement to manage percent ownership data on a monthly basis and also use Organization by period. They would like to use a form for that. Is there a way to take the data from the form to Percent ownership type property so that we can still maintain the Org by period.

Hi, we received the following error message in OneStream on some of our scheduled data management tasks; these tasks load workflows by pulling data from an Azure system."Summary: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user. (SQL Error Number -2146232060, -2, 0). The wait operation timed out"My understanding is that the this indicates that OneStream cancelled the operation (and failed the task) as Azure took too long to respond. How would I go about preventing this issue for the future? 

Are there any standard integrations or connectors for OneStream and CyberArk?CyberArk is a tool that stores credentials and logs/records user sessions when performing ad hoc maintenance, patch installations, bug fixes, configuration changes, etc., that require elevated administrative access.We would like to use this tool for OneStream when promoting changes into our production environment, and our IT organization is wondering if there are standard connectors between CyberArk and OneStream. 

Hi, looking for experience and OS counterparts for support to automate ( plugging it directly in OneStream from source) FX Data Feed. Concern currency is USD.Which source are used - OANDA, Eurpean central bank or other sources? How does this work to get actual closing Rate, YTD Rate and for information purpose monthly average rate in the system?Actually we are loading every month from ECB into csv, working in excel - convert from Euro into USD for each currency, closing, YTD and average and than loading - set cells - into OneStream.Thank youAngelika 

HiWe have a requirement where users need access to all entities in the organisation but only for a specific set of accounts.Currently we have a simple security model where users are restricted by Entity. I was hoping that I could create a Cell Data Access Security rule that will give them access to entities outside of their group for the specific set of accounts, but it feels as though the Entity access overrules the Cell Data Access Security?To be clear I have Group A and Group B, restrictions  defined below.Group A :- Full access to all Group A Entities- Additional access to Group B Entities (for specific set of accounts) Group B :- Full access to all Group B Entities- Additional access to Group A Entities (for specific set of accounts) 1. Is it possible to grant access as I have described and am I just doing something wrong?2. If the approach I am taking isn't the correct one, what is the best way to implement this kind of logic? Thanks,Mark

Hi, I am looking at the Splash Berlin landing page and was looking for some guidance as to how to create the 2 lines of buttons at the top of the page as I'm trying to create a landing page at present. Thanks for any advice.   

This feels like it should be easy, but I'm struggling to get it working correctly... We're trying to build-out a variance scenario where folks can enter data to bridge their forecast to actual. Our set-up is similar to the variance set-up in GolfStream where we've created a variance scenario, a few dedicated variance accounts (Sales, EBITDA, etc.) and then flows to house the different drivers of the variance (e.g., volume, mix, etc.).Where we're struggling is with the View set-up. We would like to have users enter variances for MTD activity only, but we want the MTD data entered to total up to a YTD number (i.e., enter discrete values for January, February, and March, but then be able to use V#YTD in a report to get the total of the Jan/Feb/Mar variances entered for a given account/flow combination). I've tried setting the scenario up for MTD, and the form works fine for the first month we tested. However, when we open the form that's we've created for a subsequent month we get the val

In the case of a parallel hierarchy the status of the entity changes if the data is modified on the scope of another hierarchy,Example: Entity A is 100% owned by parent A, and 90% owned by parent B; we enter the scope with Parent A on the 1st of the month, we launch the consolidation with scope A and the entity has an ok status; on the 20th of the month we load the scope with parent B; the status of the entity is changed under parent A as the scope data is entered in local and the parent becomes a partner.How can we ensure that the status of A does not change under parent A after changing scope B? THANKS

I'm having trouble setting up local OneStream Server in my system.  

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT

I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke

Dear Team,I saw this topic few times, but with none solution - hopefully this feature was implemented.Is there a possibility to set OneStream in dark mode? Thank you 

After an application copy , We usually go to the newly copied application and disable/delete the tasks.TIP->  You can press CTRL+A or can select multiple task by pressing shift and then Delete it.It might be that you already know about this, but just sharing the tip for the wider community.

Good afternoon,Can anyone share their experience of the potential impacts of switching the Cube Consolidation Algorithm Type from "Standard (Calc-on-the-fly share and hierarchy elimination)" to "Org-By-Period Elimination"? I am balancing the decision between making a second cube with the different algorithm type vs changing the algorithm type of our current primary cube.I'm curious if anyone has any experience with the algorithm type outside of OneStream included documentation (see below) like consolidation time performance impacts."Org-By-Period EliminationThe Org-By-Period Elimination Consolidation Algorithm Type uses the calc-on-the-fly Share – as in Standard – but has unique elimination considerations. When determining if the data cell’s IC Member is a descendant of the Entity being consolidated, this Consolidation Algorithm Type considers the position of the Entity in the hierarchy and also checks the Percent Consolidation for every relationship down the hierarchy. If Percent Cons

Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.

Hello,Is there a way to give access to a user to modify a specific member on the metadata (specific scenario) without assigning them to the group of manage metadata ?thanks,

In the application I'm building, I have a need to make several insert/update/deletes for different custom tables, but the database call for those changes should happen within a transaction. Are there any OneStream API functions that will include the ability to run the database call as a transaction? I could just use the .NET Framework approach (SqlCommand), but then I'm a bit off the track.Cheers, Frank