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Hi all, In our OneStream environment, we have few hundred users and few thousand groups to which these users are assigned to for granular access. Want to check these with OneStream admin Gurus:1) Currently the semi-annual user re-certification exercise is done manually by extracting the OneStream user/group access reports and asking the approvers to re-certify. This is proving to be cumbersome exercise. How do you all do this in your environment?  Are there any best practices about this?2) Have you used or seen/heard about a third-party tool like SailPoint being used to manage OneStream user / group access and resulting re-certification activities? How difficult it was to build integration between a tool like SailPoint and OneStream?I would love to hear your experiences.Thanks in advance for any experience sharing.

Hello, I am looking to connect with folks who have implemented specialty cubes to manage data for sales, HR, Projects, Treasury, etc. We are exploring the capability of building a digital transformation roadmap using a cube approach, similar to how Essbase can be used. We are considering using the register to utilize larger data sets and other functionalities. Would love to hear your experiences. Thanks! Regards, Ronnie

Hi Everyone, I hope all are well.   I am trying to use the GetICMemberFilter function in a business rule but I don't know how to get the VarybyCubeTypeId.   Does anyone would know how to obtain the VarybyCubeTypeId using a XFBR?   Thank you for all the help.

Hi All, I am trying to find the best way to load my budget day. I currently have 22 departments, 207 accounts and 100 facilities that I need to load too. Do either of you have any suggestions on what's the most effective way to get my data loaded in OneStream that will take the least amount of time? I greatly appreciate your input.   

Hi,I wonder what's the difference between IsConsolidated member property and Aggregation Weight which is relationship property? When one's usually set IsConsolidated to False? I can imagine that it make sense for non-additive values (like KPI's), but I'd rather use for that Aggregation Weight, so not sure what for is that differentiation. Any tips, example use-cases?

Hi All, Is it possible to pass a member list, in my case flow members, as a list parameter in a cube view combo box? I know a delimited list would normally be used for this purpose however I need the list to be dynamic based on the dimension library and will be storing the selection to the Annotation view member. For context I am trying to allow the user to select a default mapping for an allocation rule which will require the user to select the lower-level default allocation member for a specific flow. Many thanks in advance. Nick

Hi All, We have a client who wants to exclude a subsidiary from their reporting rollup starting mid year in May 2022. Unfortunately the consolidation view is set to YTD so it appears that when we switch the consolidation percentage to zero then it reverses all of the YTD data for the whole year opposed to just excluding the data beginning in May.Is there a simple solution to resolve this? Or is a business rule required when divesting mid year? It seems like a requirement that should be pretty common and have a pretty straightforward solution like in Hyperion but we haven't had any luck so far.   Any thoughts or guidance is greatly appreciated.   Best, Joe  

This is probably quite a basic question. I have a vendor file with multiple currencies going to a single account. Can anyone advise the best way to do this as there is no option in the Data Source or Transformation rule to vary the currency. Do I use a separate member in the Flow dimension and set the "Flow Processing Type" to "Is Alternate Input Currency For All Accounts"? Appreciate the help - thanks

OSAdmin If we have multiple OneStream Environments, is there any Market Place solution or a way we can compare Security (Users/Groups) between environments and then Synch up only those changes that are required to be migrated. Note: - We are aware of .xml extract and load, but a utility to perform the same would help and avoid any error related to security

Hi I am looking for a way to restructure a part of our UD1 hierarchy but there over 1,600 lines to move so I don't really want to copy and move them individually to their new locations. Is there a way to upload the new structure and overwrite the old one, or a faster way of copy/move the base levels. Thanks Simon

We need to provide users the ability to review the error log within the system tab. I don't see anything in the Application>>Security Roles.  Can thjis be granted and how?

Hi  We are looking at inputting certain Balance sheet entries at Parent entities. Is there a way to get OneStream's intercompany matching tool to work Parent to parent (rather than either base to base or base to parent)  Ideally I don't want to substitute a 'proxy' base member when entering at the parent level  Thanks in advance 

TeamAm new to the Onestream. Can someone please guide me how to extract and load metadata in Onestream using flat files/Excel files.RegardsVarun

Hi    Is there a way to aplply user regional settings number format using Onestream client cube views, report... ? Or to apply the format user by user, or form by form? Thanks in adavnce for the help Marcello   ps I have noticed that the Excel addin shows the number with the specific user regional settings. So the question is related to the Onestream client only  

Hello  I made a mistake creating the  IC matching rules for several workflows related to the entities. Do you have any suggestion on how to bulk update the IC matching rules? Thanks in advance Marcello

Hello! I need to use the same entity hierarchy in my second cube.  In my second cube "marketing" I need to use the same entity hierarchy that I'm using on the first cube "Business".  I need it because both cubes will be load entity information for the same company (same code) ,in additional the "Corpo" cube, If I want to have the total "spain" using this configuration I do not have it. Let me show an example:   Thanks!!

Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled.  Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour.  Sometimes the consolidations run long if they overlap with Process Cubes.  Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages?  They did express resistance to being added to email notifications that our administrators get each hour.     I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)

Hi, I have an Extensibiity rule which uses the "Imports WinSCP" command as is used to connect to an SFTP server. The rule works fine.   I have just made a copy of the rule within the same application because I wanted to try and make some changes, with the only difference between the two being the name of the rule, but it seems the "Imports WinSCP" command is not recognized in the new extensibility rule, despite being recognized in the old one.   Any idea of what I could might be doing wrong?   Thank you  

Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv

Generic Error Connecting after Upgrade from 711 to 722. Followed same process used to Upgrade from 681 to 711. Had no issues during Upgrade to 711. Server 1: Web & App Server 2: App Server 3: SQL DB Backed everything up. Stopped AppPools. Uninstalled OneStream 711 from Web & App. Installed OneStream 722 on Web & App. Upgraded backend Framework & App DB. Updated ASP.NET Config File. Updated Web & App Config Files. Updated IIS. Restarted. Everything starts up. Can browse to the Web & App Server resource folders in IIS Manager. Had to enable 'Directory Browsing" for each first of course. Had to "Allow unlisted file name extensions" for 'Request Filtering' for Web. Onscreen error: Unable to connect to server using address 'http://web-server:50001/OneStreamWeb'. Event Viewer Error: Inner Exceptions:Unable to access application server using address 'http://Web-Server:50002/OneStreamApp'.The content type text/html; charset=utf-8 of the response message does not m

Hi All, Hope you are having a great time with OneStream! I am trying to provide only View Access to some users but it looks like I can't.  I have set for a specific user the User Type as View and assigned this user to the group "View Only". I then placed the group "View Only" to the Security Role "DimensionLibraryPage".  The user is only able to see the DimensionLibraryPage, but he can still delete members in the dimension library. Any idea what of what I am doing wrong? Is it actually feasible to provide view access only?   Thank you very much!  

Hi, Is there any option to restrict some of the users to post unbalanced journals ? we are able to restrict it in the journal templates. But we also want to restrict when user try to create by clicking on "Create Journal". Using the event Journal rules, we are able to restrict for all the users ( Including admin). Need the solution to limit this to section of users.   Thanks.    

I know that there is the comparison utility, however I would like to compare extensibility in a cubeview. I am looking for a Dynamic Calc which gives me True or False if an account is part of the SummaryAccounts (compare the SummaryAccounts with the DetailedAccounts)In the cubeview rows I will retrieve the A#DetailedAccounts.TreeDescendantsInclusive. In the columns I would like to have the dynamic calc which gives me true or false (in V#annotation) if part of the SummaryAccounts.The result should look like this:Somebody who already made/tried this? Or has a better solution?Regards,Arjen 

Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have.  Thanks, Nicole

Does anyone know the max number of characters when entering text into the annotation field?   Thanks!