Application Build

Hello,The client would like to view forecasted, budgeted and PY data based on a ratio that takes into account current day of the month for Periodic and YTD data.Below, is a functioning calc. Use Case: it is October 22nd, and the client is using daily uploads for Sales. To get a more accurate view of the Sales compared to the scenarios listed above, they want to multiply the monthly total by the factor relative to the day of the month. E.g. if Sales is 100,000 for the October budget (periodic), but it is October 22nd, we would multiply (100,000 by (22/31)), the cube view would show 70,967.74. The calculation in a UD8 member above represents this logic.The tragic flaw is that if view the data in YTD view, it takes the entirety of the YTD amount by that ratio, when I only want the current month to apply the ratio. What would be the best way to approach this? Ideas:Use a ratio that uses total days of year up to end of current periodE.g. In October 22nd, 295 total days have p

I am having XFGetCell formula cells in multiple workbooks (Sheets) within a Spreadsheet.Issue/Problem:When I tried to save a copy of this spreadsheet by selecting (OS Excel Add-in) OneStream/ Save Offline Copy, only the ACTIVE sheet saves an offline copy without the XFSetCell formula (as expected) but the other workbooks (sheets) still shows the XFSetCell formulas.I expected to see all the workbooks (sheets) to save without the XFSetCell formula (offline copy).Please can OneStream release an enhancement to save all the worksheets within a workbook to be saved as an Offline Copy i.e., without the XF() formula functions?

Dear Community Members,I have a spreadsheet rule in my own workspace assembly.The workspace is set to 'shareable'.But the BR does not show up when i try to add in Table View DefinitionWhen i define a rule outside of my Workspace in the regular Business Rule section my spreadsheet rule shows up.Did I miss a setting somewhere to tell Spreadsheet to look into Workspaces?Thanks in advance    

I have  a Summary & Detailed Account dimension. The Detailed Account dimension extends from Summary dimension.Ex   Account DimensionCash  Summary A Detailed B Detailed C DetailedI have a Cube where I have set the Cube dimension Properties of a Scenario to use the Summary Account dimension. I was able to load the data at Cash account level as shown above.However when I retrieve the data with BalSheet.Base , OS still treats A,B,C as base member instead of Cash and show up no balances. When I specifically identify A#Cash I get the balances I loaded.Is this expected behavior that OS doesn't treat "Cash" as Base member from Summary Account Dimension? If so is there a solution to retrieve the Cash account as Base.ThanksManoj   

When attempting to upload a form input excel template with around 3,500 lines of data, the system throws the following error - "Unable to load file <filename>. The size necessary to buffer the XML content exceeded the buffer quota". However, when I reduce the number of lines, the file uploads successfully. Does anyone know if there is a row limit for form input Excel templates, or if there's a configuration change that can resolve this error?

Hello,       We have a View Selection screen with users selecting the columns and the order they want to see as we have a  total of 136 columns to choose from.  This should happen on the 1st tab of the Dashboard. On the 2md tab the sql table editor has to show those columns and the order in which it has been chosen. Any insights on this would be appreciated.    Thank You, Indu

Hi all,Hope you are doing well. Can someone help me with hint or approach to see account hierarchies side-by-side. Thanks 

I am trying to build a rule to copy data from one year/Forecast Scenario to another e.g Long term and have req to copy data to derived cell value but dont want data to be enable for input.Is there way to copy data? I tried DM job and Custom finance rule but it did not work.    

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

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. 

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 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?

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?

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 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.

Hello Experts, Is there a way to update 500+ member names in OneStream using XML file. Manually changing each member is time consuming there seems to be no functionality available with XML load?Thank You,Manoj   

I have stats account, user is input the numbers for September Time period at base level in Actual scenario for Periodic combination and the -ve number are showing in October TImeperiod. that -ve number is YTD of September. as user is requesting to clear that October Actuals -ve data. Is there way that we can delete and also, I am surprised how this -ve number flow into the Oct Time Period. The flow is EndBal_Input. users are entering the number from quickview. Any suggestions to solve this issue?

Can we adjust the Workflow POV settings in the OneStream Excel Add-in? It would be great if the "OnePlace" tab could also be displayed. Many of our users are more familiar with the Excel add-in, so implementing this change in the next build would be beneficial. This way, they wouldn't need to access the application to modify these settings during the close process.

Is there a way to disable the "Force Consolidate" option from the forms? 

I'm sure this question has been asked before in the forum, but I just couldn't find it in the community. We have this requirement where in the same Actual scenario, Corporate (a group of users) can only access the Actual data after  the actual data is finalized by different entities. Any point of time leading to Day X, the entity has the control to pull the switch on releasing the data access to Corporate. On Day X, all the data is made accessible to Corporate. I thought about slice security, but it doesn't seem to accommodate this requirement due to the static nature of the DU filter; neither does Conditional Input, which doesn't control the general data access. Can someone please shed some light here on this design whether it's possible to lock down a group of users by time period? 

is there any documentation available explaining the details of File Explorer? What each of these folders are, when these will be used, these are consuming large hardware space, how to purge files in these folders, what are the pros and cons of purging. I feel there is a lack of documentation in this area.  

While not on the list of Reserved Words, I was wondering if Member should be avoided in Dimensions and Dimension Names? Could using it cause any unwanted downstream effects?

Is there a way to restrict Access to Business Rules for all Users including Administrators through Security Groups? I don't want to encrypt the Business rule.