OneStream Platform Forums

Hi all, I have built out my cube view that shows headcount change for 2019 M12, I want to be able to capture the ‘Ending Balance Headcount’ for 2020 M1 as its ‘Begin Balance’.  Will a rule be the way to go in order to achieve this? Unsure on where to go from here.   Thank you.

Is there a way to export the Transformation Rules into an Excel file? 

Hi Team, Is there any option to delete user groups in RCM under the Account Reconciliation Market place solution using a template? We have close to 3000+ obsolete user groups which need to be deleted.

Hello All, Could someone guide on how a system business rule is triggered? As part of automating some daily tasks, we intend to automate addition, deletion of metadata members through a system business rule. Is the process similar to triggering extender rules? Any leads would be appreciated. Thanks  

Statement: I can run any business rule in the business rules section in order to test it. Question Credit:  Chris Bielinski   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

Hi !I am trying to use a Drill Back option in my Data Connector.So far, I get the data from my connector in the staging area, which is great. Now I am trying to open an invoice document, which is stored noth in FileShare, or in Application Database for test purposes.However, even though I get the drill back types name, when trying to open the PDF file I only get the message "querying source system" and then nothing happen!Do you know of any reason why ? I thought it was a simple business rule ... Regards,

Hi All, I hope you are all well!  Just a quick intro - I'm new to OS and have just completed my first training course. I work for a large global company who use OS to consolidate and report. We have an instance where we reported or Jan22 figures, but now OS is showing slightly different figures at the consolidated level. I'm hoping to find a report where I can identify if a user has either imported or updated a form for that Jan period after we reporting.  So a report that shows my by user if they entered in Jan by the stamp date?   Thanking you in advance!

How do you prevent users from accidentally loading data via QV submission to a non-forecast scenario ie; Actuals. The CV is set up to point at the WF scenario so if a user doesn't change their WF POV it will submit the data to the incorrect scenario. 

Is there any documents for Entity Aggregation ?

Is there any way to get a complete listing of active users and disabled users

Hello All, I have one specific query about data Management Tasks as below: If I want to allow a user to be able to edit parameters of only one of of the DM Group and not to allow edit anything else - Question is >> which 'Security roles' need to be looked at? I can see only way to allow editing is to allow Security role 'ManageData' BUT this allows everything and all DM tasks and even user can setup a new DM group - which is really risky and can not be allowed.  Kindly help with your comments if I am missing something here. Our current status is, we can not allow users to edit the DM tasks and we keep on making parameter changes for business users, which is really a big pain. You guidance here would be really very helpful. Thanks Satish  

SOURCE: ONESTREAM CHAMPIONS Hi All, Is there any way to see the active user count from the application? My requirement is to project the active users from the total users available in the application.

  In the BI Viewer component, is there a setting to change the minimum or maximum data points on both Y-Axis's in the top right quadrant of the print screen below?     

Business Rules can be used to load data into OneStream even after certification and Data locking.  Rule writers must take care and ensure that the rules has syntax lines to prevent such things for happening. Any other comments on this topic from the experts? 

HI All, I am working on script to copy data from one channel member A to channel member B (New member),  requirement here is to copy Actual, planning and forecast data. After data copy Member A become parent and Member B become children for Member A. As per my knowledge this can be achieved with below mentioned options. 1.  Right custom script copy data from Member A to Member B.  2. Export data from Member A and load back into Member B. apart from this are there other ways like mentioned below. 1. What will happen if I rename Member A to Member B, is this work ? I mean data move from MemberA to Member B? 2. Post creating member B, is there any workaround to map Member A data to Member B by changing reference back end tables? Thanks, Sandeep

I have a extensibility rule which copies and adjusts rates in modeling scenarios. Works fine for Administrators, but I would need to get this working also certain divisional users, which do not have the Manage FX rate role (as per now). To my understanding the rule is not able to update the rates since the session info contains user which does not have Manage FX rate role. Is there any way of getting around this, other than granting the Divisional users the Manage FX rate role, which would give them access also to certain rates that they should not be able to adjust?

TeamI have 2 concerns:-Few members under account dimension i see grey out which am not able to edit. How do i make them editableHow do i mass delete the members in Hierarchy and under Orphans without loading the entire metadata RegardsVarun 

Hi!   I have a matrix source file with cost centers (UD1) in different columns. As I see it I run in to two problems. First one is that I extract a separate file for each entity, and different entities have different amount of cost centers. The second problem is that a file can have more than 100 columns and I want to avoid to create that many source dimensions, if it is even possible at all. So is it possible to create a dynamic data source that checks the number of columns in a delimted file?  C    

We like to have a "Prod Yesterday" version in Test that has data from the overnight backup of production.  This helps when working with data issues and testing where one wants to have up to date data.   The major stumbling block to automating this is the need to automate the Rename Application functionality in OneStream Database Configuration manager.  Has anyone found a solution for this?  Or, for the more general solution of automating a daily restore of production to a lower environment for on premises OneStream?  Overall process:  MS SQL job restores the MS SQL DB to the lower environment  We run the One Stream Database Configuration Tool , select the database, right-click and select "Rename Application"  Restart the IIS servers  Import (IE "Load") XML files to apply Test environment config 

Hi community We are using Method Type CertificationForWorkFlowUnit in a data adapter for creating a Certification report  This Method Type provides 3 data sources (as you see in the screen): Currently, we have Profile Name, Question Name, etc in columns but all these fields are part of CertificationResults DataSource. We are trying to include UserName filed column on Certification Result Dashboard, but we can’t because this line is part of another DataSource: CertificationResult_SignOff.  Is there a way to include this Username Field? With a Join between data sources or another alternative? Thanks          

Hi,   I have some accounts I either need to map to an asset account (100000) or liability account (200000). The mapping should be based on the total account incl. sum of all dimensions. e.g. A#12345:I#IcpA = 2000 A#12345:I#ICPB = -3000 Then both accounts should be mapped to the liability account, but still to IcpA and IcpB.   If I create a derivative rule with create if < 0 and > 0 then it looks at all individual rows. If I then create a prefix check account where I set all dimensions to e.g. Total_Member, then it will also be Total_Member it includes in the further mapping.   Any way I can do this in OneStream?   Thank you   /Kenneth

Statement: I have People Planning in my application, I can set this up so that only some people can see the data – and not the CFO admin Question Credit: Peter Fugere   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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!    

Is it possible to create a chart where one data series is displayed as a line type and the other as a bar type? 

Hi , I am trying to write a statement similar to below in a Finance business rule. This copies all data for source scenario to target scenario for Base accounts under a specific node  and some additional filtering. This works fine when both Scenarios are of type Forecast. However for Actuals to Forecast it is not working and this is because our Actuals are extended and uses a deeper granularity than forecast type scenario ( which uses a summarized granularity). I have seen O/S snippets and article that we use a convert data buffer command to make this copy work , but unable to find the exact syntax which can help me to also filter accounts and other dimension as shown below.   api.Data.Calculate("S#" & Target & " = S#" & Source & ", V#Periodic" ,"A#GMACM.Base" ,,"O#BeforeAdj.Base","I#None",,,,,,,,,AddressOf onEvalDataBuffer,,True)

Originally posted by James Kirkby I have a question. I'd like to give a select couple of users from a systems admin team access to specific data management jobs that export OS data for CSV purposes so they can cross-validate between systems. I've set up and assigned a role granting them access to the data management admin page; then set the security for maintenance group on all jobs to admin so they couldn't edit any jobs. I wanted to add their jobs to a profile so they could find them easier for organization purposes, but couldn't really tell what the point of the profiles was? When I assign a group to a profile and click on that profile or group, it seems to just let me edit security settings and that's it. I can't run any of the jobs from a profile. Am I missing something? The admin guide is vague here.   Thanks!