OneStream Platform Forums

Originally posted by Michael Malandra6/24/2019 Has anyone use the rounding option on a data source? I have a historical file with fractions of cents that we do not want to load.

Originally posted by Andrea Tout7/10/2019 I have an odd data source if someone can help me. The Data Source works that the second to last column has the data, and the last column has a "cr" if it should be negative. So I wrote this complex expression:   Dim secondarCol As String = api.Parser.DelimitedParsedValues(8).Replace("$",String.Empty)Dim primaryCol As String = api.Parser.DelimitedParsedValues(9).Replace(" ",String.Empty)   If primaryCol = "cr" Return secondarCol.XFConvertToDecimal *-1Else Return secondarCol.XFConvertToDecimalEnd If This errors out, and I have tried a lot of different variations. However, if I pick the cr column to the left of the beginning balance (column 3) it works fine. so I figured out that, it only errors when you try to pull anything on the last column. This is because the file is tab delimited, an if there is no cr in the last column, there is not tab before the last column. This basically makes have of the file 10 columns and the other half 9

Originally posted by Rich House 6/4/2019 I am trying to translate my F#OpeningBalance at an opening rate. It is naturally translating at average rate. I have managed to get to translate at closing rate but I'm now trying to figure out how to change it to looking at my opening fx rate

Originally posted by George Waddell3/2/2020 Can someone give me some info...guidance on data-transfers between cubes? I started off extracting the data via DM from a Sales cube. I need to import that data over to a Finance cube...how do I import the Sales Cube data file (in file Share DM folder) into the Finance Cube? Then I noticed this DM Export Sequence..

Originally posted by Henning Windhagen 1/14/2020 Hi All, I can't apply no input rules using a Cube's Data Access setting. I need to clock data load and input for certain account-flow combinations (in addition to using the account constraints). This needs to include admin users. I used Data Cell Access Security and Data Cell Conditional Input. I enabled Use Cube Data Access Security on an entity for testing. I checked Golfstream as well. I do have a PPT describing what to do which I followed... But I still have input access to my test cell. I do not have a working application with such no input settings that I can use as a template. I am sure I am missing a setting that is very obvious, but I just cannot figure it out... Can anyone here share a few screenshots from a working application that I can use to replicate that in my own app to see if I can get this to work. please?

Originally posted by Patrick Kiernan 8/22/2019 I'm trying to use the SecurityRemover.xml but am getting "Must select file with .xml or .zip extension" Any thoughts? I have tried both the zip and .xml file extensions to no avail.

Originally posted by Andrea Tout9/27/2018 Does anyone have a client uses Automate? My client is using Automate to run in the background (by help systems) and it interferes with our excel add-in. She can't run Automate in the background anymore and has to run it manually.

Originally posted by Kathie Strell 10/12/2017 WF setup question: we have 2 sign off groups1 - base entity, month for the base entity, region parent2 - after group 1 has signed off corporate needs to sign off2a - reviewer 1 signs off on a group of entities2b - reviewer 2 signs off on the consolidated total2c - reviewer 3 signs off on the consolidated totalI'm good with the setup for group 1, but how do we setup the 2nd set of reviewers? Do we setup a corporate review WF? And then how do we get the levels of sign off? Group 2 only needs to certify, they don't need to run any confirmation rules or verify forms or reports. The challenge is that corp rev 1 has several people who sign off on different entities, but they don't match the regions that are set up

Originally posted by Joakim Kulan 1/18/2018 Can someone explain to me how ""cross rates"" are calculated in XF, and if it differs from how HFM does it?For example if I have an input entity in SEK, one in NOK, and a parent in EURO, whilst my standard currency is always DKK, hos is the rate between SEK/NOK to EURO calculated?

Originally posted by Andrea Tout 4/25/2019 Has anyone ever done budget/forecast at a higher level entity? You can't really get away with that with extensibility  can you? 

Originally posted by Laura Garcia 7/26/2019 Have a request to change the currency of a parent Entity and want to know what the implications are and the best way to go about it. History of course would retranslate so if they don't want that to happen, what's the recommended approach? Create an alternate hierarchy with the new parent in the new currency? Add the new parent above the old? Any suggestions or thoughts?!

Originally posted by Michael Gialanella7/18/2018 Can the XF Spreadsheet be a source for a Form in a WF Forms channel? If that XF spreadsheet is a Cube View brought in to XF Spreadsheet?

Originally posted by Matt Kerslake1/22/2020 Is it possible to retrieve data from different OneStream environments (ie, Prod & Dev) in a single worksheet in Spreadsheet? I know I can bring in data from different CUBES, but what about environments?

Originally posted by Laura Garcia2/5/2020 Anyone seen this error before?  User is getting it when using Spreadsheet.

Originally posted by Tami Chuang3/5/2018 I have a question for anyone who uses the Excel SetCell functionality...I am setting a cell and have the NoDataAsZero property set to TRUE. If I have an existing value and try to send a missing value to the same cell, i would expect it to overwrite the previous value with the blank value as a zero and see nothing after submitting the sheet. However, the missing data is not treated that way and I still have the previous data. I have data existing in Forms from sending to BeforeAdj and am pushing the SetCell value to the same (BeforeAdj). Is this the expected behaviour here or am I missing something?

Originally posted by Celvin Kattookaran9/25/2018 I got the latest version of client software and customer is on a previous version.Is there a backward compatible version (or a forward compatible) that I can use. I don't want to downgrade my own installation.

Originally posted by Rob Dessureault 12/13/2017 What security do I need to give an end user for them to set the Certification status from Certified to rejected? The user can unlock the WF, but can't reset the certified status once it is completed.

Originally posted by Christina Otello 12/6/2017 How do I create a mass/parent security group that locks users from changing data but allows them to read the data? We have a process in which Rig users enter CC data (day 1-10), then the tax dept inputs allocations on top of the CC's (day 11-13). We would like the admin to lock out the Rig users on Day 11-13. Currently we have security on the CC (read and read/write groups) and security on the workflow. I'm not sure if I can create a ReadOnly group for all the Rig Users that will over ride their individual access.Or is there another easy button approach to give Rig Users only read rights? 

Originally posted by Chris Bielinski 1/29/2018 Is it possible to assign a security group as the only ones who can read or write to certain dimension members depending on the what is entered in one of the text fields of the dimension member? Basically I want to restrict anybody but a select few access to a certain employee type we have in one of the text fields.

Originally posted by Cameron Lackpour 7/5/2018 Is there a way to drive a dashboard combobox off of write security at an upper level Entity member? The combobox contains level 3 members that I'd like to limit via planner security. The idea being PlannerA sees just the level3 members that are assigned to his group, PlannerB sees the level3 members that are assigned to her group, etc.

Originally posted by Geoffroy des Dorides 2/7/2020 Hi, I am looking for a Security builder. (I cannot upload the one that is already on PIE and I did not find it on marketplace)

Originally posted by Rich House 3/24/2020 I have a query re OS security roles.We have a number of applications on the client’s environment of which there are number of test and development applications and a single production application.The client does not have separate development and production environments, at this time they have purchased only one.Is it possible to grant the “Administrator” role for the test and development applications but view access or standard user access to “production”?We have a user that would like to have view only access to the metadata dimensions.Is there an approach that others have followed when they’ve had similar non-standard requests?

Originally posted by Dominic Arblaster 4/16/2020 Is there a audit report for includes all users and their assigned groups system security?Alternatively, is there a marketplace set of reporting on the security groups and the users assigned to each security group?

Originally posted by Tiffany Ma5/25/2018 How are people handling scenario data copies?I’m trying to create a dashboard with a button to call a DM job to copy from a static source scenario to a target parameterized Scenario. Is there a way to pass a parameter in a DM job?Alternative is to have the dashboard button call a custom calc BR that runs the data copy, but I don’t know if I’m able to do that bc I keep getting an “invalid destination data unit in script” error. I don’t know if I can run a scenario data copy from a custom calc.

Originally posted by Cosimo Palmisano4/26/2019 Matrix load using a Connector DataSourceI'm trying to setup a data source for matrix loading using a connector data source / query which returns 12 columns of data (M1 to M12). I've setup the data source to include 12 Time source dimensions with data type being Matrix DataKey Text. The source field for each time source dimension are fields P01 to P12 as shown in screenshot below. Has anyone tried this? For the matrix field, how do I determine which time member the field is supposed to represent? Each time column is named P01 to P12 so would the Matrix Header Value Line be 0?