Application Build

Originally posted by Nick Kroppe 1/25/2018 FX Rates Input at YearThis may be a silly question, trying to consider budget and forecast rates and how they will need to be input in OS.I understand OS does not have the same concept that HFM did with holding rates in balance recurring account.However it seems to be possible to input FX Rates at Quarters and Years, does the system actually use this 'year' and 'quarter' rate across the periods for translation? I thought this was rather clever if this actually works as typically you would have the same Budget rate across 1 or 2 years, so don't need to populate 24 periods with the same rate data effectively...

Originally posted by Rob Dessureault 1/23/2019 My client has all sorts for FX rate types attached to different scenarios (Actual, Budget, AOC, LE1, LE2, LE3...).Some of these FX rate types are updated during the year.Besides updating them as follows:Manually adjusting them in the FX Rates table or Exporting to Excel, manipulating the file and then loading it back in or Using Excel XF functionsAre there other ways that people have come up with?

Originally posted by ckattookaran on 12/20/2018 I've a question on Entity extensibility (I know that it is not possible), however this is what I'veIn LRP cube Entity is at upper level. However, that is not true for all entities it is a ragged hierarchy.How do you handle this scenario. Create separate hierarchies for both cubes with a prefix? Now how about the data movement? DM job to pull parent data, again some entities are base at both cubes. Swap entity to a UD and extend it, now what is implication for this - client is not happy with changing entity Add a field which says which entities to extract How can i handle data entry for LRP at Houston and other base entities (some could be base in Finance cube and some are parents) and move Finance data from Finance to LRP.

Originally posted by Jenn Stemm 10/15/2018 Under One Workflow there are various Budget Cost Center Forms and all Forms use a Single Entity (Security is set on Scenario, Entity and Workflow). A User Inputs on one Cost Center Form and is a Certifier on another Cost Center Form. On the Certifier form she should not be able to Input data into the Form. I think because all of these forms are on the same workflow we might need a rule to get around this but I'm not sure. (Currently she can input on the form she should only be able to certify).

Originally posted by Kelli Nolli 10/24/2018 A customer will be implementing People Planning and one of their pressing questions is around security, apparently they were told at Splash that it could be done. Here's there's example: User1 with access to Entity A and UD1 – All products members, same User1 with access to Entity B and UD1 – one product member only. How can this be done in OneStream? P.S.Two user ids is not the answer they want, that is what they do today.

Originally posted by Rob Dessureault 11/14/2018 We have a dimension for Cost Centers that has close to 4,500 members.Is it possible to create user specific memberlists for each user? Each memberlist would have approximately 20 - 50 members.And ideally the client wants the user to maintain it and not an admin - not sure that is possible.They then want the user to use this list in forms to only see the CC that they are responsible for."

Originally posted by Celvin Kattookaran 4/11/2019 I got a question on Cube security. Let’s say that I setup data access and it works fine. Now what if the user is importing data using an Import profile?Can they see data loaded by other users?User 1 got access to Ent1 and Product1User 2 got access to ent2 and Product2They both got access to the same import profile, what happens in this scenario?"

Originally posted by Laura Garcia4/25/2018 Question: If in the far future an Entity that exists in the Corp Cube (Top level cube for Workflow) wants to breakout into its own cube, what is the best way to handle this? Assume that we don't know which Entity this would be necessary for either, just a possible future need.

Originally posted by Jon Golembiewski 8/9/2018 Has anyone had the requirement to add a factor to an FX rate? For example the Yen FX rate would be 1.25 but then a factor of 100 would be applied to the rate during translation? I think this would have to be done in a custom translation rule but would like to know if anyone has handled this before.

Originally posted by Martin Toma1/25/2019 I wanted to know how you guys have addressed this issue before. My only thought was to create another WF that loads to the Planning Cube and have that feed from the stage table of the Actuals cube. This Planning WF would automatically be loaded (via Batch) upon successful load of the Actuals cube.   Question from the partner:   We have 2 cubes – one where we load actuals from EBS and another where we do planning. Data is loaded into the Actuals cube from EBS where we consolidate/group the lower level Entities into summary Entities via Transformation Rules. Essentially in Stage for the Actuals cube, the Entity dimension is more granular than what is in the actual financial modeThe Actuals cube is used to process actuals, elimination, adjustments, etc. and then we copy the data to the Planning cube.That works beautifully, but if I’m looking at my actuals from the Planning cube, and try to drill down, I only see what was copied over fro

Originally posted by Jeff Wood 10/21/2019 I have a point of view in local currency that looks like the following: Cb#OSTP:E#VCOC_CTX:P#Legal_CTX:C#Local:S#TXActualRTP:T#2017M12:V#YTD:A#TXPTIBA001:F#RTPProvisionVar:O#BeforeAdj:I#Top:U1#CA:U2#Gross_Input:U3#USGAAP_Total:U4#National:U5#None:U6#None:U7#None:U8#None When I pull the USD point of view for this same calculation, I get the following: Cb#OSTP:E#VCOC_CTX:P#Legal_CTX:C#USD:S#TXActualRTP:T#2017M12:V#YTD:A#TXPTIBA001:F#RTPProvisionVar:O#BeforeAdj:I#Top:U1#CA:U2#Gross_Input:U3#USGAAP_Total:U4#National:U5#None:U6#None:U7#None:U8#None My client does not want T#2017M12 for the FX rate but wants to use a 2018 FX rate. How do I override the FX rate? Any help is greatly appreciated. Thanks.

Originally posted by Henning Windhagen 11/4/2019 How do I change the data in a derivative rule that is returned? I have a derivative rule that returns the normal accounts and re-directs the data to a new entity. The problem is, the loaded entity is in GBP, and the new, re-directed one is in THB. (This is a management reclass, believe me when I say this is required by the customer...) Now I want to leave the dimensional derivative mapping as it is, but change the actual data (translate in the complex expression / BR) to be able to load it to C#Local in THB. Anyone ever done anything like that before? All I basically need is a way to change the returned data (same like the ""Multiply"" or ""Divide"" function, I would then just retrieve and apply the respective FX rate myself.

Originally posted by Karen Blackmon 7/24/2018 Can we change the FX Rule Type for a Cube after it has been used for USD activity only with no translation performed??We have dedicated cubes for tax that have been used for > than 1 year. Cubes are set with a FX Rate Rule Type For Revenues and Expenses = Direct. Client has not performed translation to date, though they have begun data assembly of opening balances in functional currency for a specific period. Client has made a change in process, and would like to use the Periodic translation method to translate. Since we have never performed translation on these cubes: - Is it 'OK' for us to change the FX Rule Type for Revenues and Expenses? - Will this cause data changes to our prior periods, (all in USD)? - Any special handling required for the opening balances that client is assembling in functional currency?

Originally posted by Eric Osmanski 8/1/2018 Has anyone written custom translation rules where they can send me some samples?

Originally posted by Nick Kroppe 10/6/2018 Hey Guys, what is best practice for handling fx rates for forecast or rolling forecast scenarios? If the client wants different rates by forecast, are there any other options outside of creating a new fx rate type for each forecast scenario?

Originally posted by Quentin Vermolen 8/7/2019 I'm trying to remember if setting the application currency (GBP) is what should be set as the 'Destination Currency' when entering FX Rates?

Originally posted by Cosimo Palmisano 10/24/2019 What's the best practice for setting rates on forecast scenarios?

Originally posted by Rassie Smit 12/10/2019 We have a possible requirement to be able to model currency translations across different versions.

Originally posted by Rob Dessureault 4/15/2020 Are there any issues with changing the default currency after data has been loaded?

Originally posted by Christian Wetterwald6/25/2019 I need to build an entity structure for a PoC that behaves like extensible dimensionality, for the legal scenario a member is base, but for management reporting it is a node. Simple for all dimensions except Entity. How would you solve this situation, is there even a simple solution? The second question is related. What happens, if all children of an dimension - entity or not - are disabled for a scenario or time period, will the node become a base member?"

Originally posted by Jessica Toner1/10/2020 I have 2 monolithic cubes in a demo app that both need to have a specific account with the same number. Since the account is already being used in one cube's account dimension, I can't add the account to the other cube since it technically exists within the application. Is there any way to add the member to the 2nd cube's account dimension? 

Originally posted by Pascal De Schryver7/4/2019 Does anyone have a document showing the work that is required to split a live cube in 2? The business case is that we will have regional cubes initially but that down the line might be split further if the client wants to add responsibility levels and further decentralization capabilities? For example we would start with an AsiaPacific cube since this the current organization but what is the work required if they decide after a few years to split it in 3: Asia, Australia and Pacific.

Originally posted by Christine Kennedy5/7/2020 How have we accomplished intercompany eliminations across cubes? We have an existing customer that has Actuals come from two cubes (one for JDE data, one for SAP) and are struggling to get this set up.

Originally posted by Henri Roest 7/12/2018 Asking for a customer. Is is possible to apply currency translation on data in the Stage ?

Originally posted by George Waddell 11/6/2019 Hello, Working on a client App that does not require currency conversion (only USD involved). Wondering what any considerations should be with setup (present and future). Anything special to be aware of when dealing with only 1 currency? Future considerations with setup today vs. adding translations possibly in future? Also noticed when trying to enter data in CV to "Local" member for Budget Scenario, could not enter unless Consolidation Member POV was set to None (??). Entities are tagged as USD.