OneStream Platform Forums

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 James Kirkby Hello: I want to have a confirmation rule write a value to a single intersection (api.data.calculate) by either calling a finance business rule or writing the calculate directly into rule text. The rule loops thru base entities and certain accounts, then writes the value stored there to a single member; basically, a check to ensure that all base members foot to the top of a hierarchy in USD (We have had issues with this in the past, and now have historical data that doesn't foot in certain areas identified in our most recent conversion.) I don't want this to run on a member formula as it will significantly slow down consolidation on all other data units, and this really is a confirmation by nature; a data quality check. Our consultants suspect that this may be by design; that during the running of confirmation rule, the cube can't get written to. PS - I can confirm the data calculate is in fact running as I'm writing the calc string to the error l

Originally posted by Brad KoteckiWe have a business rule set up that emails users once completed. To do this we used the sample under Snippets>Other>General>Send mail. Is there a way to BCC the email addresses on the email, rather than sending directly to everyone as a group?

Originally posted by Cosimo Palmisano3/16/2020 When I then try to use this parameter in an XFBR call, the NameValuePair dictionary doesn't contain the full string value and it only contains the 1. Everything after the 1st comma gets truncated. Is there a workaround to this issue?

Originally posted by Ramanathan GanapathyHello All, Currently Our Default Currency in the system is 'USD".  The system is rolling up the value correctly for the all the flow member formulas for USD.  We also defined additional currencies in the system and for that the base value is not rolling up to the parent.    Is there is any formula available for us to use for the Parent to do the aggregation instead of Translation?   Thanks & Regards, Ram

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 Yan SavinskyHow to check if time period is the last month in a quarter in the Business Rule?   Thanks in advance.   Yan Savinsky

Originally posted by Ashok AmreshI am trying get rolling average of an Account (i.e. average of prior 8 OR 12 quarters  ). i am New to Onestream and really finding hard to find function etc. any help is appreciated.

Originally posted by Marouane TalbiHow to write a UD conditional rule that would map the UD based on the target account : 1. For target accounts under the EBIT hierarchy, the UD should be mapped to "NO_UD" 2. For the remaining accounts, the target UD should be mapped according to the mapping of the transformation rule table.

Originally posted by Charlotte Mikes i created a report from xfgetcells. is that uploadable into a new cubeview?

Originally posted by Carien ClassensOur client has a requirement to manage ownership data on a monthly basis in multiple structures. Is there a solution to load ownership data with the use of excel? Something similar to: (XFGetRelationshipProperty("Entity";$A12;$B12;"PercentConsolidation";"Actual";C$2) Thank you

Originally posted by Darryl GerrowWe have a number of cube views that we automate delivery to Excel using Books, but would like to know if there is a way to set the Excel Freeze Pane settings in the cube view itself so that users don't have to set it when they receive the Book?

Originally posted by Felipe Alcorta We have quite a bit of entities across many currencies.  Is there a way to incorporate into a CV the associated currency (found in the currency setting of the member props) for a specific entity?

Originally posted by Bob Nelson When using an If statement inside of a loop the reference guide only shows example of = and <>.  Are there other conditional statements that are supported by an If statement in report books.  Specifically I am looking for "contains" a certain text string or "does not contain" a certain text string.  I'm also open to using a Right command to parse the Loop variable as in if Right(loop variable, 4) <> "_USD".     Thank you,

Originally posted by Armando OrtizHi community, Does anyone knows if there is a limit on the number of lines that can be submitted to OS from an Excel sheet and what is that limit? Thanks in advance for your valuable help.

Originally posted by Kimberly Reasonerwe have several employees who receive inventory reports with XFGET Cells, that do not have a license.  When they open of course they are getting #Value.     Is there a setting that can be used so that everyone can see the data, without wasting time saving it off line for several people.  thanks,   

Originally posted by Lawrence ManekinHi, Working on a POC for a client.  To get data in quickly, I uploaded an Excel document so I can run a pivot off of it.  The Excel is in the public folder. I'm using this syntax {Application}{Documents/Public/GLtransrevfields.xlsx}{Sheet1}{MyRange}{True}{True}{}   but it keeps telling me that it's invalid.  I have tried calling out the specific application name as well, but no luck. Any suggestions would be appreciated. -Larry

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 Bart DeHaas I have a cubeview that is run in a reporting book. I have created a Cubeviewer extender rule to change some formatting. For example, to put a different logo on the report based on the entity. It works fine. On the report there is also a header line and I can adjust the header line height by the following code  ElseIf uiItem.UIItemType = XFReportUIItemType.PageHeaderLabelBar ThenuiItem.Height = 1 I also wanted to change the color to the company color. But it does not do it, I used uiItem.Bordercolor. But it keeps it black (See below picture, what I am looking for). Does somebody know how to do this?

Originally posted by Cheryl NastaWhen multiple QuickView files are open, but only one is connected to the Add-In, users have experienced long refresh times when refreshing the one sheet in the active file. Is this common and is the best practice to only have one file open at a time?  What contributes to the latency in refresh if the other files are not connected?

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 Kathy Dyda I am setting up Transaction Matching for our Cash Reconciliations.  I have ~70 separate data sets and the data source is one file - thus I am using Data Splitting.  A separate workflow profile is needed for each data set - properties are the same only the name is different.  It seems I should be able to copy a sibling profile, change the name and save.  I have not found a way to do this.  Any recommendations? (for a bit of humor, if anyone is curious it is six page downs, and five arrow downs to get to the 0_Frame_TXM_OnePlace - Transaction Matching workspace dashboard)

Originally posted by Mike KralCompany has a few hard carriage returns in their data file.  OneStream processes it without error but multiple lines gets created and the data does not get loaded.  Looking for guidance or a snippet of code to add to the data source to remove this hard return and get everything on one line.  Thank you!

Originally posted by Dayla King