Discuss the structure of your application build.
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Hi OS Experts: I have an existing hierarchy called "ControlMgt Hierarchy," which has several rollups underneath it. I need to recreate a new hierarchy named "ControlMgt Hierarchy_ALTERNATE," where "_ALTERNATE" will be added to all the rollups. The base elements will remain the same between the two hierarchies. I’m considering exporting the "ControlMgt Hierarchy" and updating it to include "_ALTERNATE" for all rollups in the XML file, and then importing it into the entity dimension. Is this possible? Will this create a new hierarchy, or will it overwrite the original hierarchy? Could you please suggest the best approach to accomplish this?
Hi, I need to know if I can put security to individual entities assigned to WF so that whoever has access to certain entities can only load/transform/validate for those entities and not all the assigned entities of the WF. Or,creating individual WF per entity is the way to go.
Hi, I am new to the OneStream. We have installed the Capital and People registers in our Dev environment and customized it as per our requirements. Now we are completed our development and are thinking of the ways to move the work to Prod. How do we migrate these registers along with customizations (rename the columns etc.) from Dev to Prod? What are different ways to move the registers from one environment to another?
Hi,What are the major considerations that need to be looked at before making a design decision for implementing "Tax" Scenario Type? What are the pros and cons of using this Scenario Type vis-a-vis "Actual" Scenario Type? Is there any guidance/ knowledge post on the same?Use Case: Want to integrate an erstwhile Tax application into OneStream Application where actuals are already available. The tax application has some additional tax related dimensions, rules, etc. which need to be used in OneStream.
I am having XFGetCell formula cells in multiple workbooks (Sheets) within a Spreadsheet.Issue/Problem:When I tried to save a copy of this spreadsheet by selecting (OS Excel Add-in) OneStream/ Save Offline Copy, only the ACTIVE sheet saves an offline copy without the XFSetCell formula (as expected) but the other workbooks (sheets) still shows the XFSetCell formulas.I expected to see all the workbooks (sheets) to save without the XFSetCell formula (offline copy).Please can OneStream release an enhancement to save all the worksheets within a workbook to be saved as an Offline Copy i.e., without the XF() formula functions?
Dear Community Members,I have a spreadsheet rule in my own workspace assembly.The workspace is set to 'shareable'.But the BR does not show up when i try to add in Table View DefinitionWhen i define a rule outside of my Workspace in the regular Business Rule section my spreadsheet rule shows up.Did I miss a setting somewhere to tell Spreadsheet to look into Workspaces?Thanks in advance
When attempting to upload a form input excel template with around 3,500 lines of data, the system throws the following error - "Unable to load file <filename>. The size necessary to buffer the XML content exceeded the buffer quota". However, when I reduce the number of lines, the file uploads successfully. Does anyone know if there is a row limit for form input Excel templates, or if there's a configuration change that can resolve this error?
Hi all,Hope you are doing well. Can someone help me with hint or approach to see account hierarchies side-by-side. Thanks
I am trying to build a rule to copy data from one year/Forecast Scenario to another e.g Long term and have req to copy data to derived cell value but dont want data to be enable for input.Is there way to copy data? I tried DM job and Custom finance rule but it did not work.
Trying to use IC Member Filter on the account dimension to limit the entities that can be used at IC partners for the account. Does anyone know the syntax needed; I don't see any documentation on it. I tried a list of just one entity member name and that didn't work.
The client's consolidation stopped working on their top member after a specific point of time. From their earliest data point through 2023M11, it works fine. From 2023M12 forward it will consolidate only up to the members directly below the top parent. Nothing else has changed, except the data source. This was working as of a couple of days ago and suddenly stopped. I can see it running calcs fine, but the numbers in regular accounts do not roll up. Any thoughts? I've checked all the properties I could think of and turned off all calculations, but nothing helps.
Hello, What happens to the OneStream application when a database shrink is performed? Are there any risks associated with this? Thanks
Hello All, Is there a functionality of Change of reporting period for entity (From Jan- Dec to Apr-Mar) in OS. For Example, if currently I am working for FY Jan to Dec but in future, I want my FY to be changed to April - Mar, so how can I achieve the changes without getting any impact in the historical data?
Hello, When working in Workflows > Budget scenario, I would like to add a new column in People Planning that would depict new annual salary after discretionary merit increase. Any idea's?
I have stats account, user is input the numbers for September Time period at base level in Actual scenario for Periodic combination and the -ve number are showing in October TImeperiod. that -ve number is YTD of September. as user is requesting to clear that October Actuals -ve data. Is there way that we can delete and also, I am surprised how this -ve number flow into the Oct Time Period. The flow is EndBal_Input. users are entering the number from quickview. Any suggestions to solve this issue?
I'm sure this question has been asked before in the forum, but I just couldn't find it in the community. We have this requirement where in the same Actual scenario, Corporate (a group of users) can only access the Actual data after the actual data is finalized by different entities. Any point of time leading to Day X, the entity has the control to pull the switch on releasing the data access to Corporate. On Day X, all the data is made accessible to Corporate. I thought about slice security, but it doesn't seem to accommodate this requirement due to the static nature of the DU filter; neither does Conditional Input, which doesn't control the general data access. Can someone please shed some light here on this design whether it's possible to lock down a group of users by time period?
is there any documentation available explaining the details of File Explorer? What each of these folders are, when these will be used, these are consuming large hardware space, how to purge files in these folders, what are the pros and cons of purging. I feel there is a lack of documentation in this area.
While not on the list of Reserved Words, I was wondering if Member should be avoided in Dimensions and Dimension Names? Could using it cause any unwanted downstream effects?
Good Day,In order to implement Org-by-period Consolidation, you need to set the Consolidation View to Periodic so that the correct Share for e.g. the income statement can be calculated for only the period for which an entity was consolidated to a parent.The guidance is clear that "When Consolidation View is set to Periodic and no data is loaded to the IC Accounts fora specific month, custom Elimination rules are required". I assume this is because of built in zero suppression settings on the Elimination data buffer.However, here is what is strange to me and I'm not sure if I'm missing something.When setting the Consolidation View to Periodic and note that No Data Zero View is set to YTD as data is loaded YTD, for any entity, there is a problem with eliminations as follows:When loading 100 000 in January, the full 100 000 is eliminated. If you load 100 000 again YTD in February, nothing gets eliminated. If you load e.g. 100 000.01 YTD in February, then the full amount gets eliminated ag
Since many federal organizations utilize Active Directory at the Enterprise level, is there a way to tie Active Directory management to OS? For example, if a user's AD account gets disabled, so does their OS account? When a user's AD account is created in the particular OU, their OS account is created to the correlating group? Thanks.
What is the simplest way to remove zero data from the application? This could be both calculated and user loaded data. Hoping this will improve performance.
Hi Team, Is there a way to lock and unlock the scenarios through Dashboards?Followed to the above question, can we load FX rates through Dashboards? Best RegardsLucky
Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful.
Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!
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