Application Build

Have you ever wondered how the Calculate if No Data setting works?  (I did, and Keith Berry helped me out) “Calculate if No Data = False” prevents the execution of rules on “OK,NA” (no data) entity.  However, the Calc Status gets changed from “OK,NA” to “OK”, and it impacts the parent (“CN”). The “False” option is to avoid populating unused entities with rules.     Calculate on “OK,NA” Force Calculate on “OK,NA” Calculate if No Data = True No rule executionNo change in Calc Status Rule is runCalc Status changes to “OK” Parent becomes “CN”   Calculate if No Data = False No rule executionNo change in Calc Status No rule executionCalc Status changes to “OK” Parent becomes “CN”  

Hi All, If we wanted to import application artifacts individually, what is the order to follow ? As we are receiving an error while importing the whole zip file of the application artifacts. Thank you.

Hello All,   I have created a dashboard that includes the following features:   1. A combo box for selecting the year. 2. A button to initiate a backend process. 3. A button to retrieve an Excel file (using web content component).     This dashboard has been integrated into a workflow. I am working on a requirement where the generated Excel file should be named as "scenarioName_YearChosenInDashboard". For instance, if the years 2022 and 2023 are selected in the dashboard and the "Plan" scenario is chosen in the workflow, the file should be named "Plan_2022_2023".   I have managed to fetch the scenario from the workflow, but I am currently facing challenges in retrieving the selected year(s) from the dashboard.   Could you please assist me in resolving this issue?   Thank you.

Hi,I would like to know what are the best practices for managing consolidation perimeters when the perimeter is not flat.I would also like to know if a company or subgroup leaves the perimeter, how is this structure maintained, can the old members be removed from the perimeter or should they remain forever? Regards, Sara

Hi, is there a means of creating an administrator group but limiting access to certain dimensions, i.e. the group can see and perform all the same functions as administrators but just cannot see a specific dimension (such as a specific account)?

Hi. We are currently working on a project for a company to analyse their daily sales. The information is not in the cube, so we are using components such as Charts, Pies and even the BI Viewer to display the information in an attractive way. This information is not in the cube because the table we use as the database in the application has more than 400,000 records. Firstly, when working with data that is not in the cube, we cannot add the components we want to a book because the only components (not including cube views) that can be added to a book are charts and reports. For example, if we create a BI viewer, we will not be able to add it to a book. At this point, we would like you to recommend which would be the best component and how we should prepare a dashboard to have these two characteristics that our customer requires. - Being able to navigate from one chart to another by clicking on the same chart (open dialogue) (Can be done in advanced chart)- Dynamic filtering between diff

Hello, I am trying to format this so the Total Assets/Liabilities/SE at the top is just a header without numbers. Does anybody know the correct formula?  

Hi, i'm retrieving the annotations in CV where as i could retrieve as read only for the account type dynamic calc(third row in screenshot) for account type Revenue still i cell is editable(first two rows). how can i make them read-only? i have already set the can modify data to false in both general setting/common & rows and columns/Data regards, Manju    

Our client provides a data file with Cost Center members including Parent/Child Relationship. They would like to Automatically update new Cost Centers when the data file is loaded. Any existing Cost center moves from one parent to another should also be handled (instead of Merging it should Replace). Appreciate any pointers or advice if anyone has worked on solving similar requirement.    

Hi everybody, I've been wondering, in case there are some tasks that need to be executed only at year end by the user, is it possible to create a WF profile that is only active in december and does not show up in the other periods? If yes, how?Thanks in advance!

How can I create a journal with an excel or csv document? 

Hello all, Hoping you may share some thoughts on this. For the workflow, we have created security groups : 1. for input users (WF_Preparer) assigned to the Workflow steps in the Workflow execution Group  2. review users (WF_Review) assigned on the Workflow profile in the Workflow execution Group and Certification Sign-off Group. The preparers and reviewer users are, of course, different. However, as mistakes can happen, is there any possibility to prevent an Admin to assign the same user in both groups? Can the system issue an error or a message when trying to add a user to one role if it already exists in the other? Thank you!      

We use Text3 property of UD1 members to save Status of the member (member is a change request). We are having an issue with this approach. When we create a new member, we set its Text3 property for scenario type and Time to "Draft". If we change the value to some other status via rule or manually, it saves it fine. When we create a new member or update an existing UD1 member (any change in member properties) the value of all existing members reverts back to "Draft". Does anyone have any idea how to fix this issue. We are using 7.2.4 version.

Hello, I just need help flipping a sign on a final report.  Here is the data: Here is the report (there is a negative sign in front of the number insert): And here is what my OneStream is showing: I went into transformation rules and flipped the sign on those 2 accounts, but that did not help: Does anyone have any suggestions? Thank you!  

How do you set up a source id on data?

Does anybody know what settings to look at to make sure I get numbers and an entity here? I was trying to follow the OneStream Essentials Building Simple Cube Views but seem to have reached a road block. Thanks!

What are the main differences between web interface and client install? which one to use when?

Is there an ability to suppress rows on a Cube View or Ad Hoc Grid if the user does not have access to the cell?

Hi All, Is there a way to prevent a user from selecting "Clear All Import/Forms Data from Cube" or clearing up the data?   Thanks    

Hi!    Ok here is my data:  Here is my data sources: Here is my application properties: If I have Global DataKey Scenario on for both Scenario and Time in Data Sources, why am I getting this error message: No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source When I try uploading? Does anyone know if I need a transformation rule and what that would be? Thank you!

Hi,   I have been trying (unsuccessfully) to configure my OneStream app against an azure AD. I have created an Azure AD and followed the steps that are in OS documentation. However when I try to login with my email which is configured against my Azure SSO I get a message "The external provider authentication provider settings in the XF Application Server Configuration file are invalid". My OS app is a local installation on my machine. Many thanks !

How do you add a data key to a OneStream application?

Hello, Here is an example of what we are trying. We have set the close dates and created a task in task manager which has a data management sequence as action and the start hour.  Does Task manager run the data management task as per the start hour given? The Auto execute option runs the task when the task is approved but we are trying to run the task at the scheduled time using task manager. Thanks in advance!  

Good morning! Does anybody know how to fix these certification errors?  Thanks!

When I try to upload my file it shows up like this, and this is the excel sheet I am trying to upload: any ideas? thank you!