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I am currently working on a SQL Table Editor component in Workspaces and would like to know if it is possible to dynamically change the background color of a cell after a user edits its content (e.g. highlight the updated cell in a different color). Is this functionality supported in the SQL Table Editor? If so, please share how to implement this behavior - either through a business rule, parameter or any available UI configuration. Any guidance or examples would be greatly appreciated.
Hi All, Anyone has encountered OS-CAT-0021 error while performing copy application by using cloud administration tool? what's the solution to sort out this.
hi All, I need to upload data into the new scenario Plan with 5 years and would like to load data in parent membaers (Entity, Account and UD1), I'm using the scenario property "Allow input into Aggegated Consolidation member" but I think that this property is for another purpose. I'm coming from EPM Planning where it could be possible and many people told me that uploading data at any level is possible but cannot find any example. Could somebody help me? Thanks in advance and best Regards. Mario Guerrero
Hi everyone, My employer recently migrated from v7.4 to v8.5, and one of the new 'features' is the ability to rename journals before submission. Due to internal processes we'd like to restrict users from making any changes to journals names (regardless of their status) as they must follow a predefined naming convention. Based on your experience, does anyone know if this is possible? Thanks, SERGIO
Hi all,We have a situation where an Entity was created and incorrectly set up and contains data for period 2024M12 and 2025M3.We decided to create a new Entity and updated the transformation rules to ensure that the data loaded goes to the newly created member and not the old one.We have set the consolidation and ownership percentage of the old entity to 0 as added measure.We are now faced with the challenge of not deleting the member as it contains data.Kindly asking if it is advisable to set the In Use feature in this scenario and is there any impact that would cause.Thanks in advance.
Hi everyone, I'm having problems in writing data to one scenario through a cubeview. I have 2 scenarios available. If in the cubeview I use one of them, it allows me to manually input data. If I change the scenario, I cannot input data anymore. All the other dimensions are base members and they are unchanged.In addition, I cannot find the setting to allow data input on one specific scenario. I checked the settings of both scenarios and they are identical.Does anyone have any idea how to do it?Thanks!
Hello,we need to turn on the "Logon Activity Threshold" on our OneStream cloud instance. I have looked at the documentation and I believe the information there regarding this is for on-prem installations (it involves editing configuration files).I do see this on the cloud application:Is this where you set this on cloud?If so, is this enough to prevent the users from accessing the instance if they don't log on in the required interval? (I ask this because of this post: Automated process to disable users based on Inactivity Threshold / Remaining Allowed Inactivity | OneStream Community)Thanks in advance.
Hello everyone!I require some assistance regarding the following objectives that I have in mind for this cube view.Showing the monthly data input cells (which I have done), along with the total sum of all the months in the year.Getting a percentage by using the monthly data / current year.Currently, the Amount 227.00 under actuals - 2025 column is a member filter under rows/columns whereby i use getDataCell(CVC(Col, 1) + CVC(Col, 2) .... CVC(Col, 12)) which I know it isn't the best idea. But I want the column under 'Total' to show this amount and with this amount, I will calculate the percentage in the next table.For example, on the 2nd table (green cells), on row ACTYPE001, when the user click calculate, the answer should be 1/227 x 100 = 0.44% at Jan 2025, 2/227 x 100 = 0.88% at Feb 2025.Please advice on how I should approach these issues or any improvement or suggestion I should be doing.
Having the option to disable the "Load" button and only show "Load and Process" on the WF step would help when we add a rule in the process step that needs to be run every time the user uploads a file. This would reduce the risk of a user clicking Load and not Process, which is important for our operational planning teams to avoid data being missed or incorrect because a calculation or rule was not completed.
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hi all, I just want to confirm the tool's approach: If I have a foreign entity (defined as EUR), can I post a journal entry directly to USD (Translated), and it won't be overwritten by the built-in currency translation? (in other words, it won't just overwrite translated with whatever is in local?) Or is there something else I have to do to accomplish a USD journal in a non-USD entity?
I need to be able to visualize a cube view in english and in spanish.The description of the account member is set in spanish, and if I put something in the 'English' line, because the user security only has the English option in culture, the cube view would come out in english. So i need to be able to add another option for culture in the user security. ¿How can I accomplish this?Thanks!
Add a lock-in challenge to the application close "X" button in top right of window. This would prevent a nuisance situation where I've mistakenly closed the application when trying to open the POV pane.
I have informational account created to store some Include/Exclude value by Entity. Now, I dont want this account to be translated and consolidated so, I have tagged AccountType to "Non Financial" while Aggregation to False. However when I turn on false its become invalid while True makes it Valid for input. Any idea what causing the issue? Based on the OS doc any informational account can be set to False.
Hi, I want the hierarchy illustrated below. Entity B owns 90% of entity C, and in the consolidation of entity B we calculate minority interests of 10%. At this step, I have no doubts. However, entity A owns entity B 100% and also owns entity C 100% (90% direct + 10% indirect). So, in the consolidation of entity A, we need to eliminate the calculation of minority interests done previously in the consolidation of entity B.I don't know how to set the properties to do this. Can someone help me?
Hi, I was wondering if we can write a dynamic calc in the scenario dimension? I see the field for writing the formula but somehow it is not returning anything. How can I enable the type to dynamic calc so that it works as how we use it in account or UDs?
We wish to disable Native Authentication once we go live on V8. If Native authentication is enabled, all users must enter their username and then the authentication occurs. In V7, that wasn't required. In V7, we utilize several native accounts for testing - i.e. TestUser1, TestUser2 - that the admins can leverage when working with security. They use their SSO account to launch one window of OS and login natively with the test user on another instance of OS, enabling them to make a change in their admin window, refresh, and test the change in their other instance.With disabling Native Authentication, our IT department suggested we create Azure test accounts that can authenticate like our normal user account through the shift/right click and "run as other user" function to login as that t-account. However, this doesn't seem to work - nothing happens after clicking on the shortcut and entering the t-account credentials. Is it safe
Hi All, Finished the installation of the databases and webserver on the machine, following the installation guide it reached a point where it told me to test the application and login for the first time using preset credentials.I tried inserting the standard credentials but I would get the error message "Unable to log on user 'Administrator'. The password was reset and needs to be changed." and it does not allow me to change the password (see screenshot below).This is a fresh installation and the standard credentials were never used before, did some error occur during the installation or is there something I have to do to make it work correctly?Any help would be greatly appreciated,Alberto
Hi, wondering if anyone has created something like an "Administrator-lite" role that gives the user an ability to do 90% of actions in the tool, but stay away from things like fx, mapping changes, and data loads. I really just want these users to create cube views and reports only without giving them keys to everything else. Would this be solved by adding a new group, or any other recommendations on how to solve? Thank you!
Two part question. Comparing Actuals as other Rates to remove currency flux We want to take our Actuals and view at PYE, PYP & budget FX rates to take out flux in currency. Is there a feature (outside of creating BR's or Alt Rate types) to do this. We currently have built 3 scenario for the above rates and it works as expected for base level members. Where we run into issues is with converting to Reporting currency at parent members. Ex is converting our EMEA entity (currency - EUR) to USD. The BR seems to store the USD value at the base entity but is converting from EUR to USD at parent level using OS logic (ie current defined rate for Actual scenario). It is not consolidating up the USD value but converting from EUR at parent member. This BR was created almost 6 years ago when we implemented so hoping there is something out-of-the-box now that will do this. I am exploring creating 3 new Rate Types: PY Budget, PYE Actual & PYP Actual. I wo
Hello everyone,Is it possible using a business rule to make a quick certification for a Certify Workflow?I was abel to complete the Certify Workflow task using business rule but the certification status remains rejected.Thank you in advance for your help.Regards,Antony
Hi,Out of Curiosity, Is it possible to update Task Activity.
Hi All, For the folks that upgraded to v8 (preferably 8.4 or 8.5), I have few quick questions. How long it took for the whole process? Did you see the performance improvement? Did you require an extensive end-user testing? How was your overall experience with upgrade. Any lessons learned that you can pass on? Thank you in advance for your time. Cheers PM
hello everyone, do you have any idea if its possible to create a home page button that will link to Application Cube> FX Rates? Thank you
I figured this out recently by chance and it's been so helpful I had to share...Did you know you can split the OneStream desktop to view multiple tabs at once? If you have a large, high resolution monitor, why not be able to work in multiple tabs at once?Panes can be arranged side-by-side or stacked, whatever combination helps you see all the things you want to see at all at the same time, without having to switch back and forth between tabs.Here's how:1. Grab the tab you want to place in a different part of the desktop, click the tab and drag down and to the right.2. The Panes widget will appear. 3. Bring your mouse so the cursor is over the part of the widget where you want the tab you're dragging to appear. If you drop it on the right, it will slide in on the right, next to the other open tab. Drop it on the bottom part and your tab will be a bottom pane under the other open tabs.Here we're dropping on the right pane: Viola! Side by Side:Here we ar
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