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Dear Community,   We're trying to change our hierarchy structure for the new year. That means creating new rollups (D22_xyz), and inserting members within those structure. It's the exact replica, but we're just copying the hierarchy from D21 and changing it to D22.  However, I'm curious if their a BR to compare between the old hierarchy v. the new one. It would help to compare and know if we have missed anything.  Any ideas or suggestions will be appreciated.  Thanks!    

Hi, Ever since some of your users shifted to windows 11, they cannot access OneStream web-based platform any more, because Internet Explorer is not compatible with Windows 11. So, they cannot downloaded the windows OS app any longer. Have you guys already experienced this? How did you overcome this obstable? Thanks a lot for your support. Best,Chris

Hi,Can anyone explain why External connection is not working in SQL Table Editor ? The same connection is working for Data Adapter.Screenshot for Data Adapter and it’s working. Screenshot for SQL Table Editor and it’s not working.  I tried giving the schema name as well but no luck. We are on version 6.4.ThanksSri

Hello,I am looking to see how other OneStream clients have designed their labor reporting. Do you use specific accounts, do you have a specific dimension, etc? 

Hello,I am wondering if anyone has eliminated a dimension and what that scope of work looked like for you. We have a Labor dimension we want to eliminate and instead we will create new accounts in our Account dimension. Looking for insight from anyone who has taken this on before. Thanks!Regards,Ronnie Karpinski

Hi Can anyone suggest , how can we automate loading of metadata into onestream from a flat file /table. What is the format of the file. I am aware of loading using xml from utilizing the metadata excel builder utility , but my client wants to automate metadata update in Onestream. I am not finding much documentation around that. How is this achieved ?

SOURCE: ONESTREAM CHAMPIONS Hi Everyone, Curious to hear others’ experience in the area of Security. At BDO, we currently have: 5k users configured, of which 4.5k are enabled. 3.6k are in our “basic” level security group, which we have automation to create and assign users to this group when they meet certain criteria. We have seen in our first year live about 50% of our enabled users utilizing our Production App at some point during the year. Primarily focus on Data Level Access (Cube Slice Security) to control access, which 1 of our 3 cubes has 137 slices configured in it, which is the most granular of our 3 cubes. For groups we are currently at 312, of which 150 have users directly assigned and the others are for nesting shared access across groups. For security, we do very little control by Entity or Workflows since most access to data is controlled in Cube Slices based on our U2 (Location) and U3 (Department), and outside of our automated loads, few users load data via workflows.

hi for our consolidation application we need legal entity structure with company codes  as the entity dimension.  The data also comes with a profit center and we would like to see profit center as a UD dimension and report on it. However for planning purpose , all data is loaded by profit center , it is the primary hierarchy for wokflow etc. can we have the same hierarchy in both UD dimension as well as Entity and use it in different cubes in different dimension.

Is there a way to allow different entity security for different processes in OneStream - particularly when implementing a Marketplace solution which is in a separate distinct cube, with separate distinct scenarios.  For example, the user may have RW access in Finance cube to entities 1,2, and 3, and needs RW access in the Tax cube to entities 4, 5, and 6.  How can I prevent them from having RW in both cubes to 1, 2, 3, 4, 5, and 6?  I expect similar need may exist between actual and forecast scenarios in the Finance cube...

Scenario property, Calculation Type: calculate > Execute Scenario Hybrid Source Data Copy > TRUE - does this really improves OS system performance? Can anyone give me an example of where  using this really HELP.  I can do the same job with Planning rules and Cube View reports.    

Happy New year Y'all,  Is their a way to extract entity dimensions and load inside a dev environment? I don't want the entire application extracted. Any ideas will be appreciated.  Thank you!

I'm having trouble setting up OneStream on my local standalone machineError starting application server 'localhost' Please contact the System Administrator to resolve the issue and restart the server.Application Server Configuration Folder: 'C:\Program Files\OneStream Software\OneStreamAppRoot\OneStreamApp\App_Data'.

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!