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We created a customized application support security group (Pseudo Admin role) which excludes the accesses of cube view form input, JE create/post and user security provisioning. This is required by internal control as segregation of duties. We updated maintenance group setting with this Pseudo admin group in all applicable components. e.g. Workflow profiles, Transformation rule, dimensions, confirmation rules, Forms/JE template, Dashboards etc. The limitations we confront are that the following components are accessible only to the default administrators. Can we enable the discrete security settings to those components instead of default to admin only? Thanks!System Diagnostic DashboardCATExtensibility business rulesDatabase under System tab
Hi All, Does anyone have the Consolidation and Planning in separate applications? If so, what are the reasons for having them separate or what are the challenges.
Hi All, I have UD1 and UD3 dimensions, here UD3 made as Is Attribute= True and linked to UD1 as Related Dimension Type=UD1, and i want to load and see the data in UD1,Account and UD3 combination, can anyone suggest how to achieve this scenario Thanks in Advance.
We have an intercompany dividend we are trying to eliminate using a plug account. One entity is recording the expense the other entity is recording the dividend as an equity account. We are utilizing a plug account to match and have it appear on an intercompany statement. Is it possible for the system to eliminate the amount using a balance sheet vs p&l account? I am seeing the consolidation top level hierarchy reporting out of balance in the balance sheet.
Hello, does anyone know if we need to worry about this warning? There aren't much details provided in the error log. Summary: SQL Blocking detected: Database Name: , Request Session ID: 72, Blocking Session ID: 12, Blocked Object Name: , Resource Type: FILE: 9:0, Requesting Text: , Blocking Text: , Request Mode: , Blocking Time: 12/2/2023 8:05:57 AM. Thank you,
Hello, We have a url stored in SQL server as a text. When we retrieve that we want it to appear as a hyperlink in SQl table editor. Could someone please help. Thank You, Indu
Hi, We have a non-euro company that initially reported on input_level. That local amount has been translated to EUR. Later on in the process the local amount was removed, however the converted EUR amount remains in the system. i have done a force calculate, force translate, (force) consolidate. Nothing seems to remove the EUR amount!? Question: how to remove the EUR amount without touching the Local amounts. thanks!
I am working with two different Onestream clients and having login issue with one client. See attached picture of the error. I have tried clearing cache, restarting the machine multiple times. Any help to resolve this issue is appreciated.
I am new to OneStream and I am trying to find out how you retire an entity. I have gone into the entity and tried to change the vary by scenario type but cannot get to where you would change to False for "In Use". Any suggestions
My requirement is i need to provide few users(Admins) only oneplace and system tab access, and few users(Admin) i need to provide only oneplace and application tab access.Please any one give me detail steps on this, Thank you.
Hi! I just ran a parcel and didn't receive an email. This has been working fine. The log shows it was successful. Email's not in junk folder either. Do you know what else I can check?
Hi All, I need a same base member in different parent members in Account dimension and it should aggregate to their respective parents, do i need to create multiple base members or I can use the relation, can anyone suggest what is the best way to achieve it. Thanks in Advance.
Hi, I have created dashboard with multiple dashboard group. Is there a way for me to disable some of the groups and shoiw what is relevant in Oneplace by security to the end user? In this case- I want to only keep DS01_Cube data and not DS02_Period_Filter Thanks
Hi everyone,I have a case in my hand I'd like to get your opinions on. I have an 12 period application already built so custom time dimension is not an option.The request is:1. The client wants the P12 results to be available for reporting but the P13 results will be final results for the year.2. They use P13 just like any period. There will be data load, journaling, data inputting and consolidating.I have an option in mind to handle this but let me know your comments and/or any other suggestions you can think of.Building a dashboard that would run a data management job to push the data from Actual scenario to Actual_P12 scenario to archive the data there. After doing that they can override P12 data in the Actual scenario with P13 data. If I'll go with this option I want that copied data locked and not changing even if they run a consolidation. Can you let me know how I can do that?
Hi, I am creating a new entity, but the currency is not available under the settings Currency option. How can I create or add a currency in this specific setting field? Thanks!
HI All,Good morning.Could you please share the documentation on 'Auto translate Currencies option' in entity properties. Also, how it works in below mentioned scenario.Scenario: I have parent A and Children B both are tagged with Default currency 'CAD', but I want to translate Base and parent to USD in this case can I set Auto translate Currencies option to USD to convert data to USD without changing Parent A default currency to USD.Thanks in Advance. Thanks,Sandeep
Hello ! I would like to use a data buffer that would read data from another Scenario than the one set in my data management job, is it possible ? Right now, I have a simple formula that should retrieve data from scenario S#Simul while I'm running the business rule from a data management which is set on S#Actual, but it returns nothing : Dim dbr_keys As DataBuffer = api.Data.GetDataBufferusingformula("RemoveZeros(FilterMembers(S#Simul:V#Periodic:AEAccount1:F#None:I#None:O#Forms:U2#None:U3#US:U4#None:U5#None:U7#HO:U8#None:F#None, U6#C4.Base))",,False)dbr_keys.LogDataBuffer(api, "dbr_keys",100) Is there a specific data buffer script to use in order to run on another data unit ? Regards,
All,Is there a way to extract metadata(entity dimension) with just parent child relationship information and not all the application member properties using the usual export process?
Does anyone know how the "Has Data" field in an FX Rates CSV file is actually being used? The Design and Reference Guide lists it as one of the columns in the file. I've only seen it extracted with a value of Yes in this column. What is its actual use? Is it necessary for Loading FX Rates? What does "No" mean, for that matter what does "Yes" mean?
Hi, do you know where can I find the Forgot Password option?
I need to copy one application to another, for that I am wondering if i need to go to the OneStream SQL server and extract a database ( or database schema), and if so how would i do this?The goal is to extract the entire data of an application to import it in another app
Hi All, I need to calculate the base members and roll up to Total member as shown in the below picture I tried using GetDataCell formula but am getting error, can anyone suggest how to do that.Please find the below snaps for your reference. Thanks in Advance.
We leverage MS Azure single sign on for OneStream.It seems like lately we experienced an issue where users are not able to login using SSO.Is this a known bug with version 7.1.3.14022?The way the support team resolved it was do an IIS reset on the servers and disable/reenable SSO but we don't want to keep doing this.Thoughts???
Hi,We would like a particular user with authority over several accountants that have certified their accounts for that user to be able to uncertify (un-certify) those certain workflow profiles if any changes are required.At present, if the workflow has been certified the user gets a warning.. has not been granted access to application role 'UnlockWorkflowUnit' for application.So how do I grant them this access ? The only group they are not in is 'Administrators', but we do not want them to have full unlock/uncertify rights, but only for the selected entities which are under the parent that they have reporting responibilty for.Keywords Unlock and UnCertify Ancestors and Unlock Workflow Unit
Hi, Does OneStream application has any App or link to access for Apple Mac book users ? We have many leaders in our organization using MacBooks, IPAD Pro etc.. they are not able to access Onestream application now. Any suggestions ? We have recently upgraded to OS 8.1 version.
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