OneStream Platform Forums

Originally posted by Jon Golembiewski3/11/2020 Got a data source puzzler - I have a file with two amount columns that I need each amount to go to different flow members. The first amount will always be Euros but the second amount needs to go to Flow Members stored in another column. Screenshot of the file is below. I can't figure out how to pull this off. First I tried a matrix data source. It correctly creates rows for both amount but always uses the Column header as the Flow. I tried to use a parser rule to point it to the other column but it just picks up the column header of the other column and not the row values. I am currently trying to use a derivative rule but keep hitting dead ends. I think I've maxed out my data integration expertise so wondering if anyone has done this before or has any ideas?

Originally posted by Jon Golembiewski 4/9/2019 For those that have used the Flow Processing rules for multi currency input... if you have calculated data that you write to the currency flow members, does the calculation sequence still pick it up to reverse translate it back to the entity currency? My thinking is that any member formulas or business rules would run after the flow processing rules and thus wouldn't get picked up. Basically, in the sequence below, anything running after step 3 would not get translated to the entity currency. I could not be lazy and test it but just wanted to see if anyone had run into this before.

Originally posted by Andrea Tout 9/23/2019 Has anyone ever extended on the scenario? We have on division that has it's own cube, and they have a lot of versioning and no one wants to deal with it in the other cubes. Display security doesn't exist for the scenario dimension. 

Originally posted by Andrea Tout 8/22/2019 Hey! When people typically handle entity security, do you nest the parents security group in its children security group? So when you have access to a higher level parent, you just add them to that parents group, instead of adding the user to like 100 groups. I have always wondered what is better! I feel like it depends on the size of the client

Originally posted by Pascal De Schryver 7/23/2018 I would like to prevent input for certain users on a specific UD4. Can I use Data Cell Access Security for this or am I supposed to avoid this?

Originally posted by Rich House 5/13/2020 Is it possible to grant the ManageTransformationRules and TransformationRulesPage security roles to a non admin user, then by using security groups on the Transformation Rules Profiles only grant them access to specific areas?I tried on a fake user and failed. The user was able to amend other profiles. Is this observation right?

Originally posted by Craig Masters12/3/2018 Data Source Parser Question: Client's data file contains 12 columns for the months no matter when it is run for the year. If it's January, it will have 12 columns showing Jan - Dec. Does anyone have a Parse Rule or another method of getting just the current month to import.   

Originally posted by Matt Grundey5/23/2019 Data source question, is there any way to import a file that doesn't have a repeating member name on each line. If I have a file similar to the one in the picture (but saved as a CSV or tab delimited), is there any way to load the file and have the system repeat the cost center numbers on the relevant line?

Originally posted by Michael Malandra6/24/2019 Has anyone use the rounding option on a data source? I have a historical file with fractions of cents that we do not want to load.

Originally posted by Rich House 6/4/2019 I am trying to translate my F#OpeningBalance at an opening rate. It is naturally translating at average rate. I have managed to get to translate at closing rate but I'm now trying to figure out how to change it to looking at my opening fx rate

Originally posted by George Waddell3/2/2020 Can someone give me some info...guidance on data-transfers between cubes? I started off extracting the data via DM from a Sales cube. I need to import that data over to a Finance cube...how do I import the Sales Cube data file (in file Share DM folder) into the Finance Cube? Then I noticed this DM Export Sequence..

Originally posted by Henning Windhagen 1/14/2020 Hi All, I can't apply no input rules using a Cube's Data Access setting. I need to clock data load and input for certain account-flow combinations (in addition to using the account constraints). This needs to include admin users. I used Data Cell Access Security and Data Cell Conditional Input. I enabled Use Cube Data Access Security on an entity for testing. I checked Golfstream as well. I do have a PPT describing what to do which I followed... But I still have input access to my test cell. I do not have a working application with such no input settings that I can use as a template. I am sure I am missing a setting that is very obvious, but I just cannot figure it out... Can anyone here share a few screenshots from a working application that I can use to replicate that in my own app to see if I can get this to work. please?

Originally posted by Patrick Kiernan 8/22/2019 I'm trying to use the SecurityRemover.xml but am getting "Must select file with .xml or .zip extension" Any thoughts? I have tried both the zip and .xml file extensions to no avail.

Originally posted by Andrea Tout9/27/2018 Does anyone have a client uses Automate? My client is using Automate to run in the background (by help systems) and it interferes with our excel add-in. She can't run Automate in the background anymore and has to run it manually.

Originally posted by Kathie Strell 10/12/2017 WF setup question: we have 2 sign off groups1 - base entity, month for the base entity, region parent2 - after group 1 has signed off corporate needs to sign off2a - reviewer 1 signs off on a group of entities2b - reviewer 2 signs off on the consolidated total2c - reviewer 3 signs off on the consolidated totalI'm good with the setup for group 1, but how do we setup the 2nd set of reviewers? Do we setup a corporate review WF? And then how do we get the levels of sign off? Group 2 only needs to certify, they don't need to run any confirmation rules or verify forms or reports. The challenge is that corp rev 1 has several people who sign off on different entities, but they don't match the regions that are set up

Originally posted by Joakim Kulan 1/18/2018 Can someone explain to me how ""cross rates"" are calculated in XF, and if it differs from how HFM does it?For example if I have an input entity in SEK, one in NOK, and a parent in EURO, whilst my standard currency is always DKK, hos is the rate between SEK/NOK to EURO calculated?

Originally posted by Andrea Tout 4/25/2019 Has anyone ever done budget/forecast at a higher level entity? You can't really get away with that with extensibility  can you? 

Originally posted by Laura Garcia 7/26/2019 Have a request to change the currency of a parent Entity and want to know what the implications are and the best way to go about it. History of course would retranslate so if they don't want that to happen, what's the recommended approach? Create an alternate hierarchy with the new parent in the new currency? Add the new parent above the old? Any suggestions or thoughts?!

Originally posted by Michael Gialanella7/18/2018 Can the XF Spreadsheet be a source for a Form in a WF Forms channel? If that XF spreadsheet is a Cube View brought in to XF Spreadsheet?

Originally posted by Matt Kerslake1/22/2020 Is it possible to retrieve data from different OneStream environments (ie, Prod & Dev) in a single worksheet in Spreadsheet? I know I can bring in data from different CUBES, but what about environments?

Originally posted by Laura Garcia2/5/2020 Anyone seen this error before?  User is getting it when using Spreadsheet.

Originally posted by Tami Chuang3/5/2018 I have a question for anyone who uses the Excel SetCell functionality...I am setting a cell and have the NoDataAsZero property set to TRUE. If I have an existing value and try to send a missing value to the same cell, i would expect it to overwrite the previous value with the blank value as a zero and see nothing after submitting the sheet. However, the missing data is not treated that way and I still have the previous data. I have data existing in Forms from sending to BeforeAdj and am pushing the SetCell value to the same (BeforeAdj). Is this the expected behaviour here or am I missing something?

Originally posted by Celvin Kattookaran9/25/2018 I got the latest version of client software and customer is on a previous version.Is there a backward compatible version (or a forward compatible) that I can use. I don't want to downgrade my own installation.

Originally posted by Rob Dessureault 12/13/2017 What security do I need to give an end user for them to set the Certification status from Certified to rejected? The user can unlock the WF, but can't reset the certified status once it is completed.

Originally posted by Christina Otello 12/6/2017 How do I create a mass/parent security group that locks users from changing data but allows them to read the data? We have a process in which Rig users enter CC data (day 1-10), then the tax dept inputs allocations on top of the CC's (day 11-13). We would like the admin to lock out the Rig users on Day 11-13. Currently we have security on the CC (read and read/write groups) and security on the workflow. I'm not sure if I can create a ReadOnly group for all the Rig Users that will over ride their individual access.Or is there another easy button approach to give Rig Users only read rights?