OneStream Platform Forums

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 Sam Richards3/29/2018 Has anyone leveraged the transformation process on an import to do a weighted average? I am thinking this is possible leveraging the derivative mappings but I wanted to confirm. For example if I have 5 loans that have an outstanding balance of different amounts and all have different rates. In the transformation process these then loans are going to have a many to one mapping all going to one market. What I would load into the cube for the market would be an weighted average based off of the loan balance.

Originally posted by Michael Malandra6/18/2018 Do we have a KB article on using Excel files as a source for an Import? I have formatting questions.

Originally posted by Matthew DeCarlo1/10/2020 I am trying to load budget data (which contains the 12 amounts in a single record, in multiple columns) from Excel using the import template, but unable to figure out the syntax for the column headers for the amounts. I have tried various formats but no luck. The latest version that I tried was: AMT#::[T#2019M1] AMT#::[T#2019M2]... I received an error indicating that there was no business rule [T#2019M1] . Any help would be appreciated.

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 Hans van der Kemp3/20/2020 I am trying to map historical data from SAP-BPC into OS. BPC has some accounts where 3rd P and Interco are booked on a single account.The ""top"" member is stored and is called ""TPTOP"". This member contains the sum of 3rd P + Interco. The Interco partners are also stored as ""IC1"" etc The issue is that the 3rd P component (our I#None) is generated by analysis services, and is therefore not stored. It cannot be extracted from BPC.So I would like to create a complex expression or BR that does ""I#None = TPTOP minus IC1, IC2 etc""Does someone have a snippet available for that?Another option could be to (manually) create an additional 3rd P load file, just for I#None, and merge it with the regular source file. But I prefer the code solution, because it is repeatable. 

Originally posted by Cameron Lackpour3/28/2019 I’m trying to use a spreadsheet in a dashboard with a simple parameter-driven CV.When I open the CV interactively in the spreadsheet and then click on Refresh in the ribbon, the CV parameter dialog box pops up, I make my selections, et voilà, I have my CV-within-a-spreadsheet: However, when I make this a dashboard content component, and set the “Refresh Spreadsheet When Opened” parameter to true, I get: Which is a bummer. I've tested this in 4.4 and 4.5 with the same result. Has anyone else seen this?  Is this an artefact of my local (somehow bad) client install?