Application Build

We are exploring pros and cons of enabling  Onestream access to our global users using Citrix / Azure virtual environment. Primary reason are, to reduce the .net installation in individual desktops, control excel temples from a central team etc..Could you please let us know if there any others who are using Onestream from a Citrix / centeral environment ? if yes, how is the performance impact of Onestream vs a normal desktop environment ? Do you have any learnings /feedbacks from their experience which you can share ?Any other items we should consider before taking this path of Citrix / Central Onestream access approach ?Thanks for your time and inputs. 

We are (officially) migrating our archived, pre 2020 data into OneStream (from our HFM archived environment) does anyone have experience with this, tips, and tricks? Our thoughts are only loading data into the entity and account dimensions since we won't need to transact as it's post-close/post-calculated data. Any advice or support would be amazing!

Hi,I've been using a data management step (part of an archival sequence) to copy data between Scenarios and archive data. It has worked well in the past but now I'm getting below error when I run the step."Error processing Data Management Step 'step_SeedForecastMonths'. Arithmetic overflow error converting numeric to data type numeric.The statement has been terminated. (SQL Error Number -2146232060, 8115, 3621)"Any ideas as to what would be causing this ? I verified the data and I seems like the copy did work for the period selected however the error message still pops up.  Thanks in advance!JT

Hello,We are doing an implementation and my client needs to be able to have one legal hierarchie and one management hierarchie, the twist is I need to be able to share the accounts between the two.Example:Legal parent     AccountManagement parent     Account (Shared)I can't use extensibility because the two hierachies share no similarity whatsoever, the only thing they share is GL accounts. In my Oracle days that would be a piece of cake, but for some reason I can't make it work in OneStream Accounts dimension.Thanks in advance 

Hi All,  For some reason, local entities are translating incorrectly to reporting entity - they are not using the FX rates given. The FX setting are to use scenario FX rate setting (see screenshot), not the cube.  When doing the recon - I identified the differences when translating (see screenshot). Additional, it's taking amount not reported in local entity, and reporting it to reporting entity.    What could be the problem?

Hello, In the SQL table editor component, we can define namely the Schema Name, Table Name, Table Column Names, Where Clause and Order By Clause : However, I am using a Table that has encrypted data, so I would need to use my symmetric key when loading the table. For that, I need to write an SQL statement beforehand : OPEN SYMMETRIC KEY MyKey DECRYPTION BY CERTIFICATE MyCertificate; and a CLOSING statement : CLOSE SYMMETRIC KEY MyKey;  However, the SQL table editor component doesn't allow to add these fields. --> Is it possible to add these statements when the SQL table editor opens ? Could it be done with a business rule ? More generally, how can we handle encrypted data ? Regards,

Client has a requirement to manage percent ownership data on a monthly basis and also use Organization by period. They would like to use a form for that. Is there a way to take the data from the form to Percent ownership type property so that we can still maintain the Org by period.

Are there any standard integrations or connectors for OneStream and CyberArk?CyberArk is a tool that stores credentials and logs/records user sessions when performing ad hoc maintenance, patch installations, bug fixes, configuration changes, etc., that require elevated administrative access.We would like to use this tool for OneStream when promoting changes into our production environment, and our IT organization is wondering if there are standard connectors between CyberArk and OneStream. 

Hi, I am looking at the Splash Berlin landing page and was looking for some guidance as to how to create the 2 lines of buttons at the top of the page as I'm trying to create a landing page at present. Thanks for any advice.   

This feels like it should be easy, but I'm struggling to get it working correctly... We're trying to build-out a variance scenario where folks can enter data to bridge their forecast to actual. Our set-up is similar to the variance set-up in GolfStream where we've created a variance scenario, a few dedicated variance accounts (Sales, EBITDA, etc.) and then flows to house the different drivers of the variance (e.g., volume, mix, etc.).Where we're struggling is with the View set-up. We would like to have users enter variances for MTD activity only, but we want the MTD data entered to total up to a YTD number (i.e., enter discrete values for January, February, and March, but then be able to use V#YTD in a report to get the total of the Jan/Feb/Mar variances entered for a given account/flow combination). I've tried setting the scenario up for MTD, and the form works fine for the first month we tested. However, when we open the form that's we've created for a subsequent month we get the val

In the case of a parallel hierarchy the status of the entity changes if the data is modified on the scope of another hierarchy,Example: Entity A is 100% owned by parent A, and 90% owned by parent B; we enter the scope with Parent A on the 1st of the month, we launch the consolidation with scope A and the entity has an ok status; on the 20th of the month we load the scope with parent B; the status of the entity is changed under parent A as the scope data is entered in local and the parent becomes a partner.How can we ensure that the status of A does not change under parent A after changing scope B? THANKS

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke

After an application copy , We usually go to the newly copied application and disable/delete the tasks.TIP->  You can press CTRL+A or can select multiple task by pressing shift and then Delete it.It might be that you already know about this, but just sharing the tip for the wider community.

Good afternoon,Can anyone share their experience of the potential impacts of switching the Cube Consolidation Algorithm Type from "Standard (Calc-on-the-fly share and hierarchy elimination)" to "Org-By-Period Elimination"? I am balancing the decision between making a second cube with the different algorithm type vs changing the algorithm type of our current primary cube.I'm curious if anyone has any experience with the algorithm type outside of OneStream included documentation (see below) like consolidation time performance impacts."Org-By-Period EliminationThe Org-By-Period Elimination Consolidation Algorithm Type uses the calc-on-the-fly Share – as in Standard – but has unique elimination considerations. When determining if the data cell’s IC Member is a descendant of the Entity being consolidated, this Consolidation Algorithm Type considers the position of the Entity in the hierarchy and also checks the Percent Consolidation for every relationship down the hierarchy. If Percent Cons

Hello,Is there a way to give access to a user to modify a specific member on the metadata (specific scenario) without assigning them to the group of manage metadata ?thanks,

Is it feasible to implement extensibility to an account dimension with data loaded?Currently, all base and parent accounts sit in the same TopAccounts dimension. No extensibility was configured initially, so the idea is to keep the base members in the same dimension while separating all parent level accounts into an intermediary dimension (AccountSummary) between Root and TopAccounts.Before:After:We were able to separate them out via XML manipulation, and the extensibility looks good within the hierarchy:  It also seems to be correct based on the Extensibility solution:Additionally, since the base accounts are unchanged, we did not edit the primary cube dimensions.However, the data isn't as expected. For example, in our test QuickView, if you call a parent-level member in a member formula and do a .base expansion, it doesn't display the base members under the parent member.If you call out specific base members , data populates as expected. If you call out parent mem

Hello everyone,I have 2 scenarios in my application: Stat and Management. There is this one entity is not getting consolidated in the stat whereas it's getting consolidated in the management structure like any other entity.I realized the system eliminates receivables against this entity in the stat hierarchy even though the entity itself is not getting consolidated.1. Is it possible to make the entity behave differently in 2 scenarios using the ownership types? Design and ref doc basically does not say anything about the behavior of the methods.2. I don't want to map the amounts to IC None for Stat because the data is common between two scenarios.Any help is appreciated

Anyone have something they use? Seems like OS has never provided a nice little reference like this. Thanks in advance for anything anyone wants to share.

I have a grid view with a list of items on my home page and I would like the user to be able to select an item. This will then open a new page. Everything on that new page will be related to that selection made (tables, labels, etc.). I could then go back to my home page, leave the first selected page open, and then open another page for a different item.Any suggestions on how to get this to work?Tried solutions:- Fix the session state of the newly open page with the parameter value --> Once you do a full refresh of the page then the parameter will update to the latest selection made- Supplied parameters --> This is a good solution for a dialog screen, but when you open the dashboard as a new page the connection seems to drop here and it actually pops-up a dialog box again to make a selection on the new page. 

Hi All,  I have a combo box that is in the main dashboard called cb_OnMaindash. The combo box has a parameter linked to it (i.e., a bound parameter) this is delimited list parameter called dl_ComboBox_param. The display items (dash1, dash2, dash3, dash4) and value item (Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4).  These value items are actual dashboard that I am trying to pull when ever a user selects a specific item from the combo box. Parametername: dl_ComboBox_paramparameter type: delimited listdisplay items: dash1, dash2, dash3, dash4value items: Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4Combo BoxName: cb_OnMaindash  The issue is when i am testing this and select dash1 the dashboard is loaded but the item displayed on the combo box is wrong for example it would display Dash3 instead of Dash1. same thing if I were to select Dash2 and it will either display Dash1 or Dash3. it will only update the selected item if I click the se

Hi all,Has anyone found a smart way of deleting unused / old cubeviews? Manually deteling one by one takes very long time.Thanks in advance.Buket Pedersen

Hi Team,   Hope you are doing well and I would like to know the process to provide access to a particular dimension as user is facing an issue Steps I performed: 1.Created a group under System 2.Created  a user with OKTA verification  3.Updated the group to the dimension in Access Group property. 4.Assigned the user to that Group But user is getting as below Error: Application access denied because user account is not found or has been misconfigured. Contact your system administrator.   Thanks

Hi OneStreamers,   I have a set of scenarios for forecast, rach one must have its own rate tables. Is it possible for me to use only one rate type and combine that with each scenario to input the rates ?  Thank you, Adam