OneStream Platform Forums

Please can someone explain to me : 1. What is the best practices to set up the Parent Sort Order for entities in a legal (default hierarchy) and an alternative rollup.  2. How is it used (Best practices)  3. What is the impact if it is changed  I cannot find significant information around it.  

Is there a way to retrieve the Text field value in QuickView along with the $ values on the trended time report. The Country values are available in Text1 of the Entity Dimensions also have created a UD8 member formula to retrieve the values. But unable to retrieve both Country and $ values in one single Quick view.   Below is the format of the QuickView report. Where Country details can be retrieved from the U8#ENT_COUNTRY:V#Annotation:Name(Country). Any Idea?

Hi We are evaluating the SIC tool for integration and noticed that API keys and DB passwords are stored unencrypted in plain text files. This is becoming a huge security concern as this way of storing credentials is going to case sensitive data leaks. Not sure if this is already identified by any other client and if it is in the roadmap of fixes? Did any of the clients report this issue?ThanksVidya KadiyalaCN Rail

What level of data do most of the companies import from their ERPs to OS, e.g. balances or transactions?  

Trying to use IC Member Filter on the account dimension to limit the entities that can be used at IC partners for the account.  Does anyone know the syntax needed; I don't see any documentation on it.  I tried a list of just one entity member name and that didn't work. 

Hi All, I was hoping to brainstorm a solution to a problem. Our auditors have requested a mapping of base-level data to the aggregated, financial statement line item data that appears in our financial statements. This is fairly easily done for the Balance Sheet, which only depends on the Account and Entity members to generate, but for the income statement we simply have too many data intersections (Account, Entity, Cost Center, Line of Business - generates about 15,000 rows of data) for a cube view to be able to process the request, even with suppression enabled. Currently, to work around the problem I've set up a book that loops through each entity (approx. 200) and exports an excel with each entity's income statement as a separate tab. I then have an excel macro that copies each tab into a single aggregated file that we can then send to the auditors. However, I was wondering if anyone has figured out a way to have OneStream do the work of aggregating all the tabs together so we don't

The client's consolidation stopped working on their top member after a specific point of time. From their earliest data point through 2023M11, it works fine. From 2023M12 forward it will consolidate only up to the members directly below the top parent. Nothing else has changed, except the data source. This was working as of a couple of days ago and suddenly stopped. I can see it running calcs fine, but the numbers in regular accounts do not roll up. Any thoughts? I've checked all the properties I could think of and turned off all calculations, but nothing helps.

I have a form template profile containing 2 form template groups. Each template group has a selection of CubeViews.Template Group A has Access group = Everyone. Template Group B has Access group = SuperUser. The template profile has access security = Everyone (although it doesn't seem to matter what is in here). All forms are visible and all forms can be completed as long as the CubeView group access group is low enough.The form template profile is attached to a workflow form profile. The workflow form profile access group = everyone.I had hoped that the list of forms would be restricted for everyone, with only SuperUsers seeing and executing a slightly longer list of forms (ie Form template group B).I hope I have made sense. The only way I seem to be able to restrict access is by applying CubeView Access security. It looks like all Form security settings are being ignored or overridden by some other security. Can anyone throw any light on this, please?

Hello!  Hopefully an easy one, but not finding and answer already out here on this topic.  Using Spreadsheet in the OneStream application.  Building a quickview and wanting the column titles to use wrapped text.  Apply the formatting change, save it and it looks great.  Change the time parameter and the formatting is gone and need to highlight the column headers again and rewrap the text. How do I make the formatting 'stick'??

Hello, I'm trying to get all the stored items of Entity relationship properties, but w/o success. Any idea what I'm doing wrong? Dim oVMProperties As New VaryingMemberProperties(DimType.Entity.Id, iChild, iParent) Dim oVMPropertiesStoredItemsList As List(Of VaryingMemberPropertyItem) = oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetStoredPropertyItems() I'm expecting the list (row #2) for some use cases (relationships) should return > 0, and it seems to be always 0: {sChild} under {sParent}: {oVMPropertiesStoredItemsList.Count} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetNumStoredPropertyItems()} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.HasStoredPropertyItems()} None under Root: 0 | 0 | False CONSOLID under Root: 0 | 0 | False INACTIVE under Root: 0 | 0 | False Global under Root: 0 | 0 | False TOTAL_LE under CONSOLID: 0 | 0 | False

Hi All,is there any way to clear the added comments in V#VarianceExplanation/V#Footnote using rule or any other method. I tried using rule but it's not working as expected. we are storing our comments at parent entity and mostly Top members in UD dimension , please let me know if any other information required.our intersection where we are storing the comments:E#ParentEntity:P#?:C#USD:S#ActualComment:T#2023M9:V#Footnote:A#acc:F#EndBal:O#Top:I#Top:U1#TotOPU:U2#Top:U3#Top:U4#Top:U5#None:U6#None:U7#Top:U8#Top

I am building parameter to pull user defined dimensions descriptions. Anyone knows where it stored in Database?  

Hello, What happens to the OneStream application when a database shrink is performed? Are there any risks associated with this? Thanks  

Hello All, Is there a functionality of Change of reporting period for entity (From Jan- Dec to Apr-Mar) in OS. For Example, if currently I am working for FY Jan to Dec but in future, I want my FY to be changed to April - Mar, so how can I achieve the changes without getting any impact in the historical data?

I'm struggling to understand how exactly to calculate what I need, a confirmation of direction and a little guidance would be great!  I need to calculate an account value (Factored account)  from a Driver account * a Percent account.  The Driver account data contains many different dimension attributes (product, region, customer, etc).  The percent account is at the 'None' member of those different dimensions.  The calculated Factor accounts need to be at the same level (members) as the Driver account.  I'm sure (i think, lol) I need to use the data.calculate, but I'm struggling on the syntax of the function to calculate using data at 2 different account POVs, and the results residing at the same level as the Driver account.  Whether I'll need to create data buffers and manipulate / save or simple filters within the data.calculate.  I do have multiple Drivers for some Factored account (i.e F1 = (D1*Pct) + (D2*Pct) + (D3*Pct)), and multiple Factor

Using the below rule it seems my derived Zeros are being copied as real data zeros as a result of my Forecast Seeding data calculate.  This is causing a problem with my "isrealdata" check in my override rules.  I can do a work around on my Actual data by copying the already calced amounts and then suppress the calc rules, but then if the users have forecasted override changes they won't work.  I guess my question is can you use a Data Calculate that will result in derived zeroes for the copied Actual periods? Case "FC_Sep" Select Case curMonth Case "M1","M2","M3","M4","M5","M6","M7","M8" api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Balance.Base",,,,,,,"U4#Top_Srce.Base.Remove(Calc)",) api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Nat_Net_Ctrl_Income.Base, A#S_Dozens, A#S_NCIpct",,,,,,,"U4#Top_Srce.Base.Remove(Cal

Hello, When working in Workflows > Budget scenario, I would like to add a new column in People Planning that would depict new annual salary after discretionary merit increase. Any idea's?

Need to burst out a file (ie multiple tabs) in excel to non-licensed users (ie preview of dept expenses for Fcst to managers).  I have done this with output being pdf (CV's and FXGets via Books), just not sure how to do with output being excel.  Right now I have it all working (bursting, passing parameters,...) and delivering an excel doc, just can't figure out how to convert the FXGet formula's to values.  File is getting delivered but still with the formula's.  This is when I am just using a direct link to the excel file on my App Doc's folder.  I have tried to insert the excel doc in a book but that just delivers an empty excel file.  Not sure what I am missing there.  Direct link to Excel allows the Supplied Parameters to be found and populated so I am thinking I am missing something on the Book setup. Anyway - Anybody been able to send excel FXGet report converted to static values via Parcel Service?  Can you let me know what I have missed.

Hi! We are exploring using Parcel Services for mass reporting. We would like the flexibility to create reports in Excel using XFGet formulas (as opposed to created Cube Views in the desktop) and then burst them into individual reports for different users. Is this possible, or has anyone come up with another solution for mass reporting with the excel add-in? Beth

In dashboard grid layout . What does the value in column width represents? 1. * 2. Difference between auto and * ? 3. How is the scale of the width measurement ? what is the total width of the screen? 4. What does 2* means ?  

Hi Experts,I have to eliminate Equity and write elimination portion to NCI account. as part of this firstly i am testing with one of the equity accounts i.e "Sharecapital". For this i have written a rule as below and when i execute no errors as well no results. i do not see any reversal entry in C#Elimination.O#Elimination of source buffer value.Kindly evaluate and help me if i am missing anything in the rule. even i do not see any record in the source buffer log. but there are records at C#Share for A#Sharecapital account. Rule >>>>Case Is = FinanceFunctionType.ConsolidateShareDim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim Pown As Decimal = api.entity.percentOwnership(entityID)Dim Pcon As Decimal = api.entity.PercentConsolidation(entityID)Dim pmin As Decimal = Pcon-PownDim vMethod As OwnershipType = api.Entity.OwnershipType(entityID)If Pown > 50.0 And Pown < 100.0 AndAlso vMethod.ToString = "FullConsolidation"

Hi everyone,I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity.Does anybody have experience with this? I think this data is stored in one of the application tables. I was wondering if this is the 'CertifyQuestionInstances' table. Would there then be a way to translate the keys into readable data? Any help would be appreciated.Thanks a lot.Floris

hi all, I wanted to retrieve a workflow status and form status.  I am able to do this using the data adapter method query for the same. I also wanted to assign a user responsible for each workflow and retrieve that info . I was thinking of doing this using one of the workflow text properties. How will i be able to retrieve that info into my status report? has anyone done something similar?  

Hi, Does maybe anyone know how can I get a status of a single process in workflow from BR? I was trying to use method GetInputWorkflowStatusForMembers, however I can't select any specific process there: Dim wfInfo As WorkflowInfo = BRApi.Workflow.Status.GetInputWorkflowStatusForMembers(si, cubeId, entityId, scenarioId, timeId) I need this check in Extensibility Rule as it will be ran using DMJ. Many thanks!

Hi Everyone. I am running an SQL query, but I am now encountering an issue with currency conversions. The only thing my table contains is the column with the currency name, but it is not very helpful because the FX rates table only contains the ID. I would like to know where I can find the FX rate IDs and names in the query, or if there is an intermediary table to accomplish this. The tables I am currently using are: XFW_PLP_Register and XFW_PLP_Plan.