OneStream Platform Forums

Originally posted by Kathryn Watkins 1/11/2018 Looking for documentation on how to load data in Alternate Input Currency - necessary settings for flow members, etc. Is anyone able to answer some questions on this? From the Design & Reference Guide it looks like he would have to set the Account's property UseAltInputCurrencyInFlow = True. Then he would create a Flow member and set Flow Processing Type. We're not sure which setting to select on this property as he only needs to do this for historical data. Can anyone provide advise or point us to where there is more documentation? Have been looking through Level2 training docs and haven't found details yet.

Originally posted by Rob Dessureault 11/2/2018 Is it possible to format an amount to show the currency symbol?

Originally posted by Andrea Tout 5/20/2019 I have a client with currency that doesn't exist. How do we handle this? just pick a custom currency? Then log a support ticket to add it in?

Originally posted by Pascal De Schryver 2/4/2020 The client setup Auto-translation for 1 currency and now wants to get rid of the translated data. Is there an easy way to do this? Do I need to run a script to clear the data?

Originally posted by Kathryn Watkins 8/3/2018 Does anyone have a trick for being able to show the exchange rates in a CV? Not the currency name, but the actual individual rates.

Originally posted by Rob Dessureault 1/31/2020 Client wants to know if it is possible to enter more than 9 decimal places.When I enter more than 9 decimal places, it rounds the rate and only stores 9 decimal placesCan you change that at all?

Originally posted by Rob Dessureault 2/21/2020 We have a Europe hierarchy in EUR.We also want to see this hierarchy in CAD.Is the only option to create a CAD hierarchy? We do want true translated numbers.

Originally posted by Michael Malandra6/8/2017 We have a client that had two cubes but they only want to load the GL data to stage once. The first cube would have workflows that Import data from the GL to stage. How would I build the workflow profile to validate stage data and load to the second cube?

Originally posted by Jon Golembiewski7/19/2018 Has anyone seeded or copied data from one scenario to another where dimensions were extended in one of the scenarios? For example, Actuals accounts are extended from Forecast accounts i.e. Actual Accounts are at a detailed level and Forecast accounts are a summary level. So then in the copy rule you are copying a parent account into a base account.

Originally posted by Nick Kroppe 1/25/2018 FX Rates Input at YearThis may be a silly question, trying to consider budget and forecast rates and how they will need to be input in OS.I understand OS does not have the same concept that HFM did with holding rates in balance recurring account.However it seems to be possible to input FX Rates at Quarters and Years, does the system actually use this 'year' and 'quarter' rate across the periods for translation? I thought this was rather clever if this actually works as typically you would have the same Budget rate across 1 or 2 years, so don't need to populate 24 periods with the same rate data effectively...

Originally posted by Steve Mebius4/4/2019 Has anyone noticed that the in app spreadsheet cannot open xlsm files, only xlsx files.

Originally posted by Eric Osmanski6/20/2019 You cannot highlight cells and see the total in Spreadsheet in OneStream. Is this on the radar? Is there a way to get a subtotal without using the Sum function? Obviously the below is a simple example but think a huge Budget Form with a ton of cells where people need to see Sums of various things all over.

Originally posted by Rob Dessureault 1/23/2019 My client has all sorts for FX rate types attached to different scenarios (Actual, Budget, AOC, LE1, LE2, LE3...).Some of these FX rate types are updated during the year.Besides updating them as follows:Manually adjusting them in the FX Rates table or Exporting to Excel, manipulating the file and then loading it back in or Using Excel XF functionsAre there other ways that people have come up with?

Originally posted by ckattookaran on 12/20/2018 I've a question on Entity extensibility (I know that it is not possible), however this is what I'veIn LRP cube Entity is at upper level. However, that is not true for all entities it is a ragged hierarchy.How do you handle this scenario. Create separate hierarchies for both cubes with a prefix? Now how about the data movement? DM job to pull parent data, again some entities are base at both cubes. Swap entity to a UD and extend it, now what is implication for this - client is not happy with changing entity Add a field which says which entities to extract How can i handle data entry for LRP at Houston and other base entities (some could be base in Finance cube and some are parents) and move Finance data from Finance to LRP.

Originally posted by Andrea Tout3/5/2018 The excel add-in should not have issues installing on Windows 7 correct?

Originally posted by Sam Richards5/29/2018 Has anybody had any issues using spreadsheets as components in dashboards? I have a spreadsheet that is a component and it will run fine and display the numbers correctly for a brief moment then it loses the number formatting. The only thing I can think of it that it is losing my parameter that controls the formatting for some reason in the dashboard component.

Originally posted by Debra O'Connell8/26/2019 Does anyone have a concise list of the steps to convert Hyperion SmartView files to OneStream Add-In? Sales is looking for something to include in a deck

Originally posted by Jenn Stemm 10/15/2018 Under One Workflow there are various Budget Cost Center Forms and all Forms use a Single Entity (Security is set on Scenario, Entity and Workflow). A User Inputs on one Cost Center Form and is a Certifier on another Cost Center Form. On the Certifier form she should not be able to Input data into the Form. I think because all of these forms are on the same workflow we might need a rule to get around this but I'm not sure. (Currently she can input on the form she should only be able to certify).

Originally posted by Kelli Nolli 10/24/2018 A customer will be implementing People Planning and one of their pressing questions is around security, apparently they were told at Splash that it could be done. Here's there's example: User1 with access to Entity A and UD1 – All products members, same User1 with access to Entity B and UD1 – one product member only. How can this be done in OneStream? P.S.Two user ids is not the answer they want, that is what they do today.

Originally posted by Rob Dessureault 11/14/2018 We have a dimension for Cost Centers that has close to 4,500 members.Is it possible to create user specific memberlists for each user? Each memberlist would have approximately 20 - 50 members.And ideally the client wants the user to maintain it and not an admin - not sure that is possible.They then want the user to use this list in forms to only see the CC that they are responsible for."

Originally posted by Celvin Kattookaran 4/11/2019 I got a question on Cube security. Let’s say that I setup data access and it works fine. Now what if the user is importing data using an Import profile?Can they see data loaded by other users?User 1 got access to Ent1 and Product1User 2 got access to ent2 and Product2They both got access to the same import profile, what happens in this scenario?"

Originally posted by Sam Richards3/29/2018 Has anyone leveraged the transformation process on an import to do a weighted average? I am thinking this is possible leveraging the derivative mappings but I wanted to confirm. For example if I have 5 loans that have an outstanding balance of different amounts and all have different rates. In the transformation process these then loans are going to have a many to one mapping all going to one market. What I would load into the cube for the market would be an weighted average based off of the loan balance.

Originally posted by Michael Malandra6/18/2018 Do we have a KB article on using Excel files as a source for an Import? I have formatting questions.

Originally posted by Matthew DeCarlo1/10/2020 I am trying to load budget data (which contains the 12 amounts in a single record, in multiple columns) from Excel using the import template, but unable to figure out the syntax for the column headers for the amounts. I have tried various formats but no luck. The latest version that I tried was: AMT#::[T#2019M1] AMT#::[T#2019M2]... I received an error indicating that there was no business rule [T#2019M1] . Any help would be appreciated.

Originally posted by Laura Garcia4/25/2018 Question: If in the far future an Entity that exists in the Corp Cube (Top level cube for Workflow) wants to breakout into its own cube, what is the best way to handle this? Assume that we don't know which Entity this would be necessary for either, just a possible future need.