OneStream Platform Forums

I would like to use the Cloud Administration Tools > Manage Applications to copy our Production application to Development (refresh Development).  I have reviewed the documentation and OneStream Academy video for how to do this but have a few questions. 1) Does it copy all the data in addition to the artifacts and metadata? 2) I see an option to have it reset IIS when completed but do you know if it stops IIS in both apps before doing the copy?  If not then do I just need to make sure I do not initiate the Copy when users may be in the applications? Thank you Denise

Existing customer is using Guided Reporting and has multiple Drop Down Boxes.They would like to select the first Dimension's Drop Down Box (Entity) and only See valid choices for the second one. In their example, if they choose a Philadelphia Entity they only want to see the Departments (Ud2) that are valid for Philadelphia.Is there tagging or another method where this can be done dynamically? Or worst case scenario, a hard coded list of what are valid combinations? Thanks very much. 

Example:On the workflow France I have the choice between 3 entitiesI choose to input the package of the entity FR0200. I select a first time the entity FR0200 (1)When I go on a second form, I lose the entity and fall back on the first entity FR0220 (2)The entity viewpoint is set from a parameter as below:Parameter type : Bound ListResult format string type : DefaultMethod type : WorkflowProfileAndDescendantEntities thank you for your return

We are looking for ways to reduce the data unit size in one of our cubes in order to increase reporting performance without having to do a redesign.  We currently have +20k UD1's and +10k accounts in this cube and 16 years of historical data.  Would updating the "In use" tag to false for inactive accounts and UD1's reduce the data unit size and help improve data pulls and reporting performance for current years?  We aren't able to completely remove these accounts/UD1's because we are going back 16 years for historical purposes.

I want to create a button on my excel spreadsheet that will execute a BR or a DM is this possible?  I see that there are OS functions called XFGetCellUsingScript and also a XFPut but I can not find any documentation on all for any function except the basic XFGet, XFPut and GetMemberPropertyetc.   Is there documentation somewhere that I am missing?

SOURCE: ONESTREAM CHAMPIONS We have two security groups we use to manage journals, one with access to Post journals and one to Create journals (and Submit them). We’re seeing issues where the person with the access to post journals isn’t able to post auto-reversing journal types. They can post standard journal type fine though. Has anyone come across this before or have any insight? For the Workflow Profile, it seems to be the Journal Process Group security driving this, but we don’t want people who post to be able to create journals as well.

The attached file will help plan rules from HFM to OneStream

Hi, Is it possible to have headers for the Dimensions inside the cubeview ( Row Member expansion)?   Thanks & Regards, Madesh K

Hi All,   I'm trying to display prior 6 months in my cube view. For e.g. if my WF time is 2021, I want the CV to show last six months in 2020 (Jun - Dec) and so on. I tried using half year member filter, but it didn't work as it should. Any suggestions will be appreciated.   Thank you, Mustafa

Hi everyone,  When we run a confirmation step, we have a DB to show all confirmation passed or failed  and when it failed we have Information 1, 2, 3, but with this DB we can only see confirmation rule by confirmation rule. This point is very inconvenient if you have more than 10 entities in your WF I have a another DB to show all confirmation rule by entity, this is very helpful for the user but I would like to add Information 1,2,3 from table 1 to the table 2 (as image)  Do you have any idea with which table I can take these column ? maybe I can joint 2 tables of sql and create a new one with all information  Table 1: I dont know where I can find it Table 2: this table is native in Onestream    Thank you for your help  Have a nice weekend 🙂 Hoa PHAN         

Source: OneStream ChampionsHi all!Do any of you run allocations in OS? Would you be able to share how you accomplish this?Currently we manually reallocate data that comes into our income statement accounts under one UD2 to two UD2s based on the percentage split of units (which is a stat account in OS). This is loaded as a balanced journal entry every month but I’m wondering if there’s a more efficient, less manual way to accomplish it.I tried reviewing OS academy, the design doc and golfstream and can’t find a good example of an allocation being run. Would any of you have a suggestion? For a simple allocation like this, would you recommend a CV form to allocate or would the Allocation journal entry type work better? Or maybe it’s a formula on the UD2 member itself that triggers the allocation?I’ve also submitted a support ticket but was thinking that maybe some customer experience would be useful too.

We are trying to set up a fixed matrix data source that has account values in multiple columns (mix of numeric and text).  Is it possible to convert the text value for an account to a numeric value in the data source set up?  e.g. Account text value is regular and we would like to convert it to a numeric value of 1.

Hello How does one write an aggregation business rule? I know Accounts aggregate automatically, but a business  rule is needed for Entities, correct? In Essbase we could have something like:   FIX ("2025","Jan":"Dec","Actual") Calc DIM ("Account","Source","Product","ResponsibilityCenter","Interco","Entity","Location"); ENDFIX;

This seems like an extremely simple question ... I'm barely just learning OneStream, and I must be overlooking something obvious.I copied our production application to an application named Debug so I can try to investigate a problem without affecting our production app. But after I log off of the application and try to log on into the newly created application,  what steps are needed to add the new application to the pulldown list of applications?When I review the Task Activity report, I can confirm that the task to create a new application named Debug completed, and there are no errors associated with that task. And if I open the page for History Detail, the line shows that I successfully created the new application named Debug.I've completely quit OneStream (I'm running the Windows version of the app) and re-run it to try to refresh the pulldown list. If I log back on to the Production instance, I can return to the cloud administration tools and select the option to Manage Appli

I've been creating cube views and have sometimes found that I may forget to update a row that is part of a reporting segment. This results in the sum of the rows not equaling the total row for the reporting segment. Does anyone have any suggestions on how I can create a row in the cube view that validates that the rows of a reporting segment equal the total row? I would want this row to be invisible and to have a condition that it would only display if there was a variance. I'd be looking for something like this: Row 1: $100 Row 2: $100 Row 3: Total = 200 Variance = 0  

Is there a way to use multi-line expressions in the definition of my cubeview rows? I would like to break down some of my expressions that are growing too long.  But my fear is that when I use multi-line expressions (assuming that is possible), then other onestream developers won't know about that - since the cubeview doesn't give any visual cue to show that multiple lines are being used.  Here is an example of a really long expression that I'd like to break apart.   E#AllBranches.Base:Name("{BranchCode = XFMemberProperty(DimType=Entity,Member=|MFEntity|,Property=Name)},{BranchCurrency = XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Currency)},{BranchText2 = XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Text2)},{BranchText6 = XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Text6)}, XFMemberProperty(DimType=Entity,Member=|MFEntity|,Property=Description)")

is there a way in Onestream to prevent S.C# as a valid scenario on XFD form uploads?We are attempting to prevent users from using an older XFD upload form that have been set up with the scenario as S.C#. We can then control future form submissions with transformation rules.Thanks  

Hi, I'm trying to set up some new Cash Flow accounts, and as usual I'm looking at the existing CF accounts to see how they've been set up. However, I'm pretty new to OneStream, and I'm struggling to make sense of some of the Syntax.  I've had a look in the 'OneStream XF Reference Guide.pdf'  but there isn't much info there.   Where can I find more info on Member Formula Syntax?  Is there another document that I'm missing?

Originally posted by Swadhin Patrrahi , i am getting security access error while uploading journal through excel template. i am having admin access. could anyone please help me on this and what could be possible reason to avoid this error. I've attached the pop up message Thanks in Advance    

We are preparing for our UAT period and user access controls will be a part of the testing.  I can see in the User Security reports that we have 2 native users.  When click on Native Users to pull up the list, there is only one name listed.  Why is there only 1 name listed?  Also, I am looking for a description of what a Native User is - Design guide really does not explain it in a manner that I can provide that to the auditors and not get more questions back.  I believe that the Installation guide may have some additional information but I cannot search that document online and it is not available for download (PDF file is not offered in the search result).  System and Configuration as well as Academy has nothing on this topic.  Thanks!

Account dimension member "In Use" property (Vary by Scenario Type and Time) set to Scenario Type = "Control" and Time to "2022M2", Stored value "False" However when I try to grab the InUse value via a BR it always returns "True"   Dim varyByScenarioTypeId As Integer = ScenarioDimHelper.GetIdFromName(si, "ActCon") Dim varyByTimeId As Integer = TimeDimHelper.GetIdFromName("2022M2") Dim boolInUse As Boolean = BRApi.Finance.Account.InUse(si, memberId, varyByScenarioTypeId, varyByTimeId)   But works fine if I set the Scenario Type = "Actual" or "Budget". Doesn't work if Scenario Type = "Control" Any ideas?

I've seen the 'Reset IIS' option as part of the Copy App process,  and now again in the instructions for applying a new license key,  but I have some questions: 1 - What does Reset IIS actually do? 2- What impact does selecting this have on our applications and users? 3 - How do I manually Reset IIS, so I can complete the Apply License Key instructions? Thanks.

Equity Accounting And Methods   A consolidation method is just a way to treat an entity during consolidation based on how much of it you own or control.  It makes sense, if you only own 10% of an entity, and another entity has an asset recorded for the value of that investment, you would be overstating your value if you let it add up at 100%.  The following are the most common methods you might see.   Subsidiary: Entity owned at >50% The Subsidiaries financial statements are consolidated and eliminated.  The Equity associated with the subs financial statements are eliminated against the Holding companies Investment in the sub.  If the Sub is not 100% owned, the owned portion of Equity is eliminated and the unowned portion is reclassed to Minority Interest.   Equity: 50% >Entity owned >20% An Entity held, as Equity Method is NOT consolidated.  The Net Income of the Entity is multiplied by the Equity holding and the result is booked to the

Equity pickup (EPU) is a method of reevaluating the investments owned by a holding company allowing the parent to realize changes in equity. This results in the holding company’s balance sheet showing the current value of the corresponding share in the equity of the subsidiary. Investments are normally shown at historical or acquisition cost.  But an invested company has a value that can vary based on profit and loss they are incurring.  The equity pickup adjustment offsets the historical cost in local currency, showing the actual value of the equity owned.  Direct Ownership Percentage * Equity of Owned Entity = Current Equity Value - Investment = Equity Pickup Adjustment You can calculate the adjustment by simply taking the direct ownership percentage multiplied by the equity of the entity owned then subtract the investment in the parent.  In OneStream the ownership percentage can be entered directly on the entity or by creating a Ownership cube.  But once thi

Is there a formula (for use in Excel/Spreadsheet) to retrieve the Global Time setting from Application Properties?