OneStream Platform Forums

Originally posted by Steve Mebius 11/13/2017 Anyone set up a workflow where a review parent CANNOT see the data for that period until the dependents are certified? THey have view for all entities, but dont want them to see it until then

Originally posted by Chul Smith7/27/2018 I've got a data source with two accounts and two amounts in each line and need to load both. I was going to use a derivative rule to create an additional line for the second account (imported to Attribute 1) and use a BR to grab the amount for the second account (Attribute Value 1 field). Who's got a rule to do this? Or do you have a better way - I was thinking maybe a BR on the data source but don't think that creates an additional line of data to import

Originally posted by Andy Moore 10/9/2018 All of my planning project thus far have been for USD only. In my FinReporting cube today i have entities 10 (Peso), 35 (USD) that make up a division NAA because entities cross divisions and in my Budget Cube i have Division NAA as my entity with UD1 as my legal entity with 10 and 35. My question is what have people done for currency assignment when the client plans by division but plans in local entity currencies when entities are now in UD1? Do you do simple custom translations where you translate entity 10 to Peso? What have people done in the past or have seen?

Originally posted by Stanislas Mareschal de Longeville 2/19/2020 Hi, my client wants to use translation rate by entity. Two entities that have the same currency may not have the same rate (not the same closing rate for example). This is not specific to a few accounts or flows. It should be applied to the whole translation engine.Does anyone have faced this issue ?

Originally posted by Parker Laabs7/23/2019 Hello. I have a Headcount Data Source and I am trying to set up the time dimension. The data source has year on one row and month on another row. Is there a way I can use two matrix header value line # or is there a better way to set up the data source?

Originally posted by Brian Dildy11/6/2019 I installed 5.2 last month including the Excel add-in. When I attempt to connect to my client via Excel add-in I am getting this message. Do I have to revert back to the prior add-in version?

Originally posted by Scott Holt 7/25/2019 Security Template Question: The case is that for some groups the customer can have up to 9 plus users associated to a group but in the template, it is only planned for up to 5 children. I guess you could add columns but then the xml generation formula isn't updated to take into account the values in those extra columns. So does anybody have a pre-built one with the code amended for more than 5users to a group? Or do you just load multiple times?

Originally posted by Tiffany Ma8/15/2018 I'm trying to have all the CV's that are in the form profile referenced in the WF Profile open in Spreadsheet when I'm in the windows app. To do this, I set all the form types in the group to Spreadsheet, as shown in the screen shot. Once I go to One Place to open the spreadsheet, nothing opens. Am I supposed to change anything else?

Originally posted by Sam Richards 6/9/2017 I am trying to get security setup around nested dimensions. In the example below I want to have a user be able to have access to only be able to edit HL_Acct_Measures. I setup the security around the dimension property like below but when I assign that group to my test user it allows me to edit the Corp_Acct_Measures as well. Is this because the HL is inheriting the Corp accounts? Below are some screen shots of the setup. Screen shot of the HL Security Screen shot of the Corp Security Security on the test user showing assigned to HL manage Security showing no access given on the corporate manage

Originally posted by Celvin Kattookaran5/31/2018 I've a question on extending or adding a relation in Account dimension. Maybe the people who converted a Hyperion Planning can shed some light.I'm expanding the conversion utility that I created to migrate Essbase, I'm almost done with Planning and have few questions around Account dimension. Let's say I got 3 cubes in HP (Hyperion Planning) Workforce Capex Corp Now Workforce and Capex can have entirely different set of accounts. Corp can have it's own set of accounts and some accounts from Capex and Workforce - not all. I cannot find an example in GolfStream where this is done. Entity I can add a relationship from a different hierarchy, I cannot do that in Account (or I'm doing it wrong, which is probably the case).How have you guys done this, source plan type and valid for plan in HP converted to OneStream.

Originally posted by Laura Garcia3/31/2020 Does anyone know where the "Last Source File Processed" is stored? Is it possible to clear this file as a one-off? Client copied their Prod app to Dev and they are clearing out some HR data and also want to remove the last load file that contains this data too.

Originally posted by Nick Blades 4/17/2018 had a question around security groups....is there a limit (theoretical or otherwise) for the number of security groups?

Originally posted by Matt Grundey 11/30/2017 Hi all, is it possible to give a subset of users the ability to amend/update/move relationships within just one UD. I'm working with a client who have a contracts hierarchy in UD3 and would like to give a user in each division the ability to manage this dimension. Obviously, they don't want the users to be able to do anything to the other dimensions. I can't see anything in terms of security settings in the doc and my gut says its a no.. but thought I would ask.

Originally posted by Chul Smith 8/3/2017 Has anyone implemented a security model where they grant access to all admin tasks except security? I told told this customer to just assign the users to Administrators and then have a report each month that shows that they're not adding users, etc.

Originally posted by Michael Malandra 8/15/2017 Member list driven by security - we need to build review CVs based on entities users are responsible for, i.e. John Doe is responsible for 3 entities that do not have a common parent. He needs a report with his entities by total revenue without selecting the entities. Does anyone have the BR to do this?

Originally posted by Chul Smith 8/15/2018 What's best practice for slice security - Start wide open and gradually restrict or start restricted and gradually open?

Originally posted by Chul Smith 3/28/2019 Specifically, who can unpost - I'm guessing that if you have Post security, you can unpost. We just don't know if you have Approve or Create Journal, can you unpost? Basically, they want to disable the Unpost functionality.

Originally posted by Rob Dessureault 7/31/2019 We have a process whereby when a workflow is certified, a data management job kicks off and copies specific Actual accounts into the Flash scenario.However, with the Manage Data Group set to Administrators, the users are encountering this error message.  . If I change it to Everyone, all works well

Originally posted by Kyle Nelson 9/5/2019 I have a business rule question regarding interaction with security groups. So the background is, we have hundreds of security groups that we thought we would need. We found another solution and want to clean up the security groups by deleting all of these extra groups. Has anyone ever used BRApi.Security functions before to pull a long list of identifiable groups and delete them? Or have you tried something else that achieves the same result?

Originally posted by Cosimo Palmisano 9/27/2019 In OS, we're seeing "label5" under the User Member column when running the Security User By Group Report / System Dashboard. Anyone know what this means?

Originally posted by Geoffroy des Dorides 3/10/2020 Hi, I have this weird situation where a user can input on an entry "form" but not launch a calculate or a force calculate. I guess the form is properly implemented as the administrator can launch a calculate or a force calculate from the same form. Which security role would prevent a user to calculate? (the user is able to input so I guess is has the proper access right on Entity and Scenario).

Originally posted by Karen Blackmon 4/1/2020 Do we share the Utility that allows us to clean security information from an extracted database with partners? I'm working with a partner and need for them to take a copy of client system and install on partner's system. Also, if we do share this kind of thing, how do we share it? We are prevented from emailing the exe, and they are prevented from receiving an exe. Is there a shared drive that we can leverage with partner collaborations? Thanks!!

Originally posted by Jon Golembiewski4/11/2018 I have a data source with spaces instead of commas as the thousands separator. I have tried the following to no avail:Put |Space| in the thousands separator field in the amount column of the data source Use the substitution settings to find/replace the space with either nothing or a comma Use a complex expression to manipulate the amountAnybody got any ideas to try to run into this before?

Originally posted by Michael Gialanella6/12/2018 Derivative Rule - Globals.Bypass - checking to see if anyone has done similar. Working on a ticket for a Partner and they are asking about performance implications and also if anyone else is using the Globals.Bypass function. Derivative rule is:

Originally posted by Craig Masters8/24/2018 I have a Data Source "issue"... I have 5 Tab Delimited files using the same Data Source. The Tab files only have the Entity designation on the first row in the 4th column number. No other dim is using the 4th column number. How do I tell OS to find the Entity code on the first line in the 4th column number?