Discuss the features and functionality of OneStream.
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Is there an easy way to traverse with in a cube view like ctrl home, ctrl end, ctrl + up arrow, ctrl + down arrow in a Data explorer view. Need help.
Hello! Looking for some feedback on how your company records and reports on both IFRS and GAAP standards. Do you use a UD as a sort of data type to record adjustments where they differ between IFRS and GAAP? Or do you use different accounts with an alternate hierarchy? Or something different? Interesting in hearing from anyone with any suggestions - thanks!
Hello I have a requirement where i need to join the framework database and application database in the same dashboard . We have created data adapter individually one for framework and one for Application databases but that is not solving our purpose.
Hi, I have an cube view that is used by many entities. There is one row/account in this CV where we would like data to be shown only if the user is in a specific workflow entity. If not in that entity the row should be blank. I know I can build a new cube view only for this specific entity but would rather use the overwrite function for this specific row.
Hi, Can anyone help me how I can use this Selection Change server task I know how to run a DM Sequence from button but if I can directly run a custom calculate without a sequence that will be great. I tried these syntaxes, but it is not working. Thanks Omkareshwar
is it possible to get column E to show YTD values? if i change the view to YTD everything else changes to YTD. i tried using the getcelldata(#2022M1+2022M2 ......#2022M12) it works if i stop at #2022M6 but when i add the future months everything goes blank.is it possibly to get YTD and MTD numbers in a QV?
Hi Everyone, In building out our financial reporting, I was seeking to get some opinions on best practice related to adjustments for financial statements when scaled and rounded to millions. We are coming from doing our consolidations and external reporting in Excel and reconciling to the external financials is always a challenge when pulling numbers out of our prior tool (TM1) as the quarterly adjustments never then add up to the full year adjustment. We've been told that there are OneStream implementations where they have rounding done through business rules and account text fields. But have also been told that really the best practice is just to do rounding numbers in our filing tool, versus in OneStream. As users and technical experts, what are the opinions on what the best practice really is for this stuff? Thanks!
Hi guys! I would like some guidance on how to pull all children at the same level in a Quickview. Thank you. Oliveira, Vanessa
Hi Team, I'm wondering if there's a parameter that can be used in OS for a new line? I mean there's already a |SPACE|, which works perfectly, but I would need such parameter for new line (like \n in VB.NET), any ideas? Thank you!
Hi I am trying to delete files saved in public folder via business rule. Below BusinessRule.Extender works fine to delete the files from share folder. Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si)'*** First Delete files from username folder created under Data Management->Export folder****'------------------------------------------------------------------------------------------------------------Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si,True, configsettings.fileShareRootFolder,si.AppToken.AppName)'**xfolderPath stores the path for DataManagementExportUsernameFolderForApp**Dim filesToDelete As String = "TRF_Rules_*.xml" '; // Only delete all files which starts with names TRF_Rules*Dim fileList = System.IO.Directory.GetFiles(xfolderPath, filesToDelete)For Each file As String In fileList'System.Diagnostics.Debug.WriteLine(file + "will be deleted");System.IO.File.Delete(file)Next H
Hi all, very new to OS and am having some issues using the XFGetCellUsingScript() function and UsingScript functions generally. Specifically, the GetCellUsingScript function can't seem to handle more than 2 POV changes to an original POV but using the XFGetCellUsingScriptEx() which has 16 POV arguments doesn't seem to work at all, it just returns #VALUEs. The XFGetCell function is comically long and inflexible (doesn't work with any arrays or text joining functions that I've tried) so [...]UsingScript[...] functions seem like a much cleaner way to go but I'm having serious difficulty learning to use any of them because the documentation for the add-in functions isn't very good. The descriptions of the functions under the Retrieve Functions section is not complete and it doesn't define the function arguments or give examples. Any thoughts, best practices or helpful blog posts you could share would be much appreciated.
You cannot use OneStream to directly report on SAP data Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases
Is there a way to retrieve an alternate description for an account using XFGetMemberInfo (or another function)? Regardless of what culture the user is assigned, the formula pulls back the default description, and I'm trying to figure out how users could toggle back and forth if that's possible. Thank you!
SOURCE: ONESTREAM CHAMPIONSHi gang,Does anyone out here use Choropleth maps in BI Viewer and was able to figure out how to create new Shapefiles? Bi Viewer includes a bunch of default maps (8 in all - World, Europe, Asia, NA, SA, USA, Canada, Africa) but I’m looking for SHP files by states (i.e. California, Texas, etc.).Has anyone built different SHP files for BI-Viewer? If yes, please explain how?
Hi I want to read a text value from dashboard in finance business rule. I tried attaching a parameter to text box component and then read that parameter in the code but that is not working. Thanks, Omkareshwar
I would like ask about culture settings and how it influence casting from text value to decimal number. We have an automated import from external system using delimited files and pre-stage table in application database. From the file the data is loaded as a string and from the string it is translated to the decimal value in connector. We use the query here (see that there is explicitlely specified a culture to be used for a casting): selectIFRS_account, ledger_id, currency, pairing_code, ICS_code, Partner_description, PARSE (local_ccy_amount as decimal(26,5) using 'en-US') as local_ccy_amount, PARSE (transaction_ccy_amount as decimal(26,5) using 'en-US') as transaction_ccy_amountfrom [dbo].[MyExternalTable]where importGUID = '{import_GUID}'and _tbValid = 'Y'and coalesce(ICS_code, '') = '' During the testing we found that culture settings for user have an influence on the results. How is that possible? I thought this is a job for a server side and there should be no effect of client app
Hi all, In our OneStream environment, we have few hundred users and few thousand groups to which these users are assigned to for granular access. Want to check these with OneStream admin Gurus:1) Currently the semi-annual user re-certification exercise is done manually by extracting the OneStream user/group access reports and asking the approvers to re-certify. This is proving to be cumbersome exercise. How do you all do this in your environment? Are there any best practices about this?2) Have you used or seen/heard about a third-party tool like SailPoint being used to manage OneStream user / group access and resulting re-certification activities? How difficult it was to build integration between a tool like SailPoint and OneStream?I would love to hear your experiences.Thanks in advance for any experience sharing.
I am modifying a business rule that uses the entity name to search a similarly named (Entity_Acct_Description) table and return a value. I want to verify that the table exists before attempting the TransformText to prevent errors in the case of new entities or name changes. Is there a way to verify the named object exists before executing the code? ElseDim LookupTable As String = TEntity & "_Acct_Description" ''''IF Lookuptable exists do this''''SAccountDesc = BRApi.Utilities.TransformText(si, SAccount, LookupTable, True)
Hi, Is there an easy way to get MemberScript from the DataCellPk? I can see a method called 'GetMemberScript' (what a surprise) on DataCellPk object, but it doesn't work (or I cannot figure out how it works) in Extensibility Rule. The goal is to take the details of one DataCell, replace one of the members and process (validate) such created reference to another DataCell. Any tips? Best, Karol
When building a Cube View its helpful and best practice to build a report dynamically so that less maintenance is needed. There is a Member Expansion Function "First" and "Last" but nothing in between (i.e., second, third etc.) For example, if you use X#MyMember.Children.First.Children it will display all the children of your member as well as the grandchildren of the first child. Last will do the same but give you the grandchildren of the last child instead. It would be helpful to be able to reference different positions other than first and last in a hierarchy so that the member that you need grandchildren of doesn't need to specifically be called out in the member filter. This would help my client tremendously with being able to have the most dynamic report possible in the event that members are added to the dimension hierarchy.
Hello team,has anyone implemented the drillback functionnality in onestream ?I need help to build it ? Is there a pre-build module ? Or what are the steps to put it in place ?Thanks in advance !!
Hi, I'm currently using a FDX query to create an automated Journal. Works basically fine but when the FDX query is completely empty it throws an exception error message. Not a very big deal but the users experience this as a failure of the system. Does someone know a way to avoid this throw or to customize the exception error message in case of an empty datatable? FYI a check on the datatable (f (Not dt Is Nothing) And (dt.Rows.count > 0) Then) still gives the throw. Thanks!
Hello,I am wondering if it is possible to open the Data Attachments box by clicking a button on a dashboard instead of right clicking on the cell and selecting Data Attachments for Selected Cell and then clicking the Create Data Attachment button?Thanks!
Ok, we have a cube view configured with a parameter for the following dimensions highlighted below in the POV tab of the CV Now, I explained to our testers that we wouldn’t need to select the members under the CUBE POV because it is parameterized in the CV for selection. Three of the five users were able to see and select the view members. I was able to replicate the issue with a test account. I created a test account to replicate the issue I selected the CUBE POV and asked why is it that I can select parameterized members for dimensions: Cons, Time, Scenario, Division, Entity, and not from the View dimension? Notice the only members that are populated in the Cube POV are Time, View, Flow, and origin (see below) Just for kicks, I select the view dimension, select member SV (scenario view ), OK, and Close Can you believe the View members are now populating in the parameter? Does anyone know why?
Hello, I am looking to connect with folks who have implemented specialty cubes to manage data for sales, HR, Projects, Treasury, etc. We are exploring the capability of building a digital transformation roadmap using a cube approach, similar to how Essbase can be used. We are considering using the register to utilize larger data sets and other functionalities. Would love to hear your experiences. Thanks! Regards, Ronnie
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