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Originally posted by Chul Smith 2/8/2018 FX Rates - for those of you who have customers who analyze FX in different scenarios, I have a custom translation rule where it looks to certain periods of a certain rate and uses it in a scenario. This prevents having to have, input and maintain different currency rates. A couple examples.... Budget scenario should use the rates from prior year M9 for all periods.Scenario needs to be named 'cleverly' and there needs to be standard logic as to which rates should be used at what time. Scenario would use cube FX settings = TRUE. Cube property for Translation Algorithm Type would be Standard Using BR for FX Rates. Forecast scenario should use the actual rates (both average and closing) for the actual months and the last known actual rates for the forecast months.

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 all, Asking for a client: they've been live for several years and they would like to perform a clean up of their security user groups. They need to obtain a list of the groups that exist in OS that are no longer used/referenced anywhere in metadata, workflows... Pre-built Security reports do not offer this. I'm guessing we need to put together a query to the DB but I don't know all the tables that reference a user group ID. Can someone help please?

Hi all, do you know if there is a way to put a conditional formatting based on element properties? Like haschildren, text1 = to a certain value,....? This is an example of what I would like to put in the conditional formatting box. But I don't know if this is doable and if yes, how? Thanks in advance for the help Marcello    

Hi All, I am new with OneStream and I am taking the ReadyTech Lab exercise-- Implementing_OS_Lab_3_Starting_with_Workflow_Exercise.   The requirement is to select the BudWorking-Budget Working Scenario as shown below.       However, in my application, there is no BudWorking-Budget Working Scenario. I have followed all the steps in the instructions. What might be the problem and how could I fix it?   Thanks a lot in advance!   Kind regards, Mulin

Hi everyone, Is it possible to call the Rebuild function in VBA ? The goal is to update a Quick View by typing in a new period to avoid going into Member Filter and change the period manually (workbook contains multiple QV (ext. I know that Time Functions can be used so users can update through Cube View but the client insists on building a macro.

Hi there. We are busy with the design of a management reporting and Statutory consol application. Their current year end is June but will probably move to a December YE from end of 2024. As the Time Profile is linked to a Cube the easiest way will be to create a new cube for the new YE data. As the proposed structure of the Management reporting solution will contain many cubes this may be proof to be problematic. Does anyone have a case study where this was done or does anyone know what is best practice in this regard?

  At the moment the Aggregated member uses the IsConsolidated property to aggregate or not. Do I have any option if I wanted to aggregate a member but not consolidate it? With the introduction of the new member Aggregated, is there going to be a IsAggregated property created or will it always work with the IsConsolidated property?   Thanks

Hello, The design doc says that "Any cell in any grid can contain a data attachment. To attach a file, right click on any cell in a data grid and select Data Attachment for Selected Cell". However in my cube view when I'm following that and when I'm on total year for my budget scenario and total accounts, I get the following error message (it works to add a text for each of the single month for same intersection) Would you know if I am missing anything in the set up of my cube view or about limitations in regards of data attachment ? Thank you Matthieu

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!

Hello, I want to schedule daily and weekly backups/restores for the OS application. This backup would be used to restore the whole application if something had to happen. There's an extensibility rule that can be scheduled to extract all the application artefacts. The rule has some limitations as it extracts artefacts but not the data.   Is there a way to create daily backup of the whole application including the data ?

Hello Team, Could you please share if there is document for analysis all the logs. Regards, Praveen

Hello All,  I need some Quick help . is it possible to create a Child under a Base member that has a value. for example in my UD2 dimension i have Book A1 it is the Base member and it has data in it. If i try to create a Child under this A1 , Child A1_C. i am losing view of the Data . Is it a Cube View issue i need to resolve . or its not possible to create a child under a base member that already has values in it ? 

Hello, Do you know if there is a way to display in a dashboard the users / entities access by user / the type of access (read, write...)  Thanks, Regards, Harry

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!

I would like to know from fellow OneStreamers where you’ve done a daily forecasting application. I’m not necessarily looking for a solution. Just ideas on how this can be done. How do you load day into a daily forecasting application when the data file is rolling forward by day? I’m looking at the design guide and there it is talking about UD dimension as a channel. However, that needs you to create multiple channels and multiple import workflow profiles. (the example with Departments is awfully generic, as you can have department files and can have department import child profiles) When I load day 5 today, I’m only going to get data from day 5 onwards. When I load the data then the prior days of May 1-4 are gone. Thank you for your suggestions. CK

Hi All,   I was reviewing the following link below regarding strategies to reconcile historical data.  Strategies for Data Reconciliation - OneStream Community (onestreamsoftware.com) I noticed the following statement "You can turn-on’ translation for periods when the translation is what you will use going forward. It is possible in OneStream to load parent currency. By simply using the Flow dimension, you can see how simple it would be to handle historical currency issues."   Can someone please point me in the right direction in terms of documentation on how this is done / the details. Ideally from either the OneStream handbook, design and reference guide, or OneStream academy.   Cheers!  

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,

Hi, I have account for which I don't want entity aggregation to occur. I have tried using the dimension for aggregation on entity dimension as FALSE but I have not received the desired result and its showing the invalid intersection and hence I am not able to input the numbers at base level. Moreover suggestion on account type are also required. any suggestion would be helpful.

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

Hello All,   I'd like to know if there is a way to have/combine somehow in a Cube View the fact to have the collapse/expand function that the .Tree expansion provides while still applying a filter on the member we want to render below the top member. Something like this in essence : TopMember.Tree.Where (text1 = 2). Seems we cannot apply a where clause on .Tree expansion, and I would anyway expect that the collapse/expand option is not active anymore when we start to filter with a where clause but I'm trying to explore options that would allow to meet this kind of requirement Thank you in advance for your feedback Matthieu