Application Build

Dear community, I have a very simple use case with my base entity set in "finance entities" top level cube, and the group entity set in the "finance group" cube. Everything in the "finance entities" cube works fine and as expected. However, no data roll out to the top level cube, even though I have tries to consolidate, force consolidate ... The 'Cube Refence' has been set so that the dimension for local entities is coming from the "finance entities" cube. When using a cube view on the Top level cube for base-level entity and group-level entity, I can only see that the cells related to group-level entity are all in red. --> What am I missing so that data from base level entity can roll-out to parent entity in the top level cube ? Top Level cube references :Top level cube entity dimension :Reference cube entity dimension :Local Entity dimension:Group entity dimension :Many thanks,

Hi community 🙂We have created a new scenario (not actual or forecast) for manual KPI accounts ( no formula on them), e.g Market share. We would like to create a input form where the submitter should populate e.g. market share for the specific month, for the specific QTD and YTD. I asked a question earlier regarding the account setup for this and I got the answer that they should be Account type Balance.  From my understanding you need to say Periodic or YTD on the Scenario settings (default view, input view for adj etc). But what to put when it´s regarding these kind of accounts?  Also, regarding the input form. Now we have built YTD and monthly in the same form. For QTD in a separate form. But when populating an amount in monthly, the YTD is automatically updated with the same amount. Any suggestion on setup in the CV to not make them "talk" to each other? 

Hi. Question regarding accounts. We would like to create an input form templates for KPIs. An example is Market share. We don´t want it to be summarized (month+ month=YTD), is the best to put it as Balance on Account type then?

Hi community, We are doing some changes in the legal structure and we would like to move an entity from one EntityDim to another EntityDim. Best would be to copy the entity to the new structure  and put in a "to date" in the old structure and a "from date" in the new structure under "In use"-parameter I guess to keep the history. Does anyone know if that is possible? The entity will have the same ID.   Or do I have the rename the old entity and create a new with the same name in the new structure? Or any other ideas how to move an entity to a new mother?

Hi all, Who utilizes Annotation or the other similar view members for writing text into OS? If so, do you give write access to parent entities? We’re looking to use VarianceExplanation to capture threshold explanations but we review and explain this data at a parent level and currently our entity parents all have a write access group of Nobody. I’m looking to narrow down when write access would be given at a parent entity level so I can judge what we’re opening ourselves up to if we decide to change security.Any insights are appreciated!Thanks,Nicole

Hello! What is your process for closing entities? Do you rename them or mark “Is consolidated” as false or do something else to discontinue them? We’re working through creating an official process for closed entities so I was wondering how other folks deal with clearing out RE or other account calcs or otherwise officially close entities. Appreciate any input! Thanks!

Hello Few of questions on using cell details 1. How can we add different classifications for data entry via cell details ?  I have created dashboard parameter for same , however its not reflecting in respective cube view or form.  2. Is there any existing report for displaying cell details ?  3. Correct syntax for function - BRApi.Dashboards.Parameters.GetLiteralParameterValue , unfortunately sample code is not working  Thanks JA    

Hi,I have created a new time profile with M1 named Apr etc., and updated the month start dates to be 4/1, 5/1 etc. to achieve an Apr - Mar calendar. Note that I created it after I created the cube, then changed the setting on the cube.The workflow shows the correct months, i.e. Apr at the top and Mar at the bottom.However when I load a file with a time key of 2021M1, instead of going to Apr it maps to Jan, May goes to Feb etc. Somehow it is assuming 2021M1 is Jan still, even though I've updated the time profile.All the lines in my file have a field showing 2021M1 but at the bottom of the log file I see this:----------- Data Keys ------------Actual - Actual | 2021M10 - 2021M10Has anyone else experienced this?Thanks

Source: OneStream Champions     Capture.PNG597×540 36.4 KB   Our timestamps are way off - anyone know how to adjust the timezone settings? We are on OneStream Cloud 6.5.

Hi -  How do I create a scenario for prior year? I'm building a flux report (variance analysis) where I can compare data between different scenarios (e.g. Actual v. F9).   I was suggested to create this member in U8, and input a dynamic formula. However I am not sure what the code should be. If this is a route I should pursue, please advice.  Any ideas will be appreciated.  Thank you!    

Originally posted by Felipe Alcorta Hello: We currently have our model set up with workflow profiles set up for each entity that interfaces with our ERP to import data.  I would like to give users the ability to see the status of their respective entity workflow profile status (i.e. completed or failed).  The report RPTA/Workflow Status/Completion Status has exactly the data that I need.  Admins can see it but users cannot.  Is the data in this report available via a quickview or is RPTA report the only way?  Are they governed by a default security profile?  TIA

Originally posted by Michael Gialanella 8/13/2018 For People Planning security - restricting Administrator access to the CentralRegister where confidential salaries reside. How have people managing the expectations with customers that are looking to restrict and hide salaries from XF Administrators?

Hi All!  Our computer have recently been updated with the latest Microsoft patch and my colleagues and I have noticed we have lost copy and paste functionality within OneStream. For example, when I copy a cell from a cube view the following error occurs:In addition to this, we have lost capabilities to copy and paste members within dimensions. Has anyone seen this type of error before? Thank you all!  

Hi experts, I would like to get some feedback on an issue that I am facing with the current build. I was unable to submit data for the Actual scenario via forms. I had tagged the scenario with the scenario type 'Actual'. After checking all the usual areas, I changed the scenario type to 'Administration' and assigned the same dimensions to 'Administration' scenario type (that I had selected with the 'Actual' scenario type) from the 'Cube Dimensions' screen. And, I was now able to submit data for the scenario via the same form! Could this be something related to a scenario type corruption and how do we go about fixing this? Regards, Sou  

Originally posted by Diane Rochford Has anyone copied FXRates from prior month Closing FXRate to current month Average FXRate?  In HFM, I can copy last period in year closing FXRates, Actual scenario, to both current closing and current average rate, constant $ scenario. I was also able to copy the prior month closing rate to all future period closing rate and average rate within the Forecast scenario. I would expect I can do these copied within OneStream, I just cannot find where, or how, I can accomplish this task.   Help is greatly appreciated.   Thanks Diane    

Originally posted by Geoffroy des Dorides 1/3/2020 What is the simplest way to prevent a user that is able to certify to un-certify : In a base input workfow I have a task requiring a certification Therefore user are in the security group that allow ""Certification SignOff Group""I would like that these users are able to certify but not uncertify.(for design reason I cannot activate lock after certify functionality)what is the simplest way to achieve this? "

Originally posted by Kathryn Watkins 4/23/2019 Have a security design question I wanted to confirm. Herbalife wants to restrict the IT system admins from seeing any data and make sure that they can only add / edit / provision users. If they just put users in groups that are assigned to the system security roles SystemPane and SecurityAdminPage, they can see the page but are not able to edit the users' provisioning.

Originally posted by Arpit Maheshwari Is it possible to clear the sign-in info from the OneStream Desktop Client ?   We are using Microsoft Azure AD for SSO and every time we login, we get to choose which account to use for the login. Recently, the client is taking the account that is being used to login on the machine. Is there a way for me to use another account (separate account for testing with limited privileges) on the same machine ?   Thank you for the help

Originally posted by Gene Halbrooks Have a user who's windows is blocking the OS app from running, any others?  no recent changes to OS, and no recent changes to user system config.

Originally posted by Dayla King

Originally posted by Debbie Hinds Hi all, We are a new customer to OneStream and in the process of implementing the application.  We are wondering if anyone has a set of general test cases that you used for testing during UAT and willing to share with us.  Thanks, Debbie Hinds PRA Health Sciences

Originally posted by Oussama Bourakkadi Hello, how can we delete multi selected members from a dimension?

Originally posted by Kyle KohneOver the past 2 year ends we have struggled in January close with certain data pulling forward correctly.  These issues stem from our set up of rules for pulling beginning balances related to Retained Earnings and some within our NCI .  Has anyone created a quality methodology for testing future periods.  What I'm thinking is if we only have data in January and maybe February to push that data all the way through December to see how the beginning balances will roll in January.  

Originally posted by Ramanathan Ganapathy Hello All, Currently, we are loading the exchange rate source currency as "USD".  We want to change the same from "USD" to "GBP".  Currently we have the default currency as "USD" in the Cube.  Question: 1) Is it possible to change the source currency from "USD" to "GBP" 2) What impact we should consider when do this change? Thanks & Regards, Ramanathan          

Originally posted by Robert Wang I get this error message when trying to load metadata, it has worked on other applications so not sure why this one isn't working?