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Hello,Is it possible on the same quickview to cross both Time and Scenario Filter?For example I need the cross of  :Time "2022" with scenario "ESTIMATE"Time "2023" with scenario "Planning_2023M10"But I have some datas on 2023 cross ESTIMATE I don't want to see.Attached what I have and what I need.Thank you! 

Has anyone switched External Authentication from AzureSSO to OktaSSO?  How did that process go?  Was it seamless or were there user login issues? I'm trying to get ahead of this as my company is looking to convert all logins to OktaSSO.

Hi,sorry the basic question, I have noticed the Cube POV can be saved as a file (Save cube pov to favorites). However, I have not been able to do the opposite, to set the Cube POV from a file. How do I do that?Thank you

Does anyone know whether it's possible to modify the Excel journal upload template to force upload to multiple individual periods from that one file?If it's possible, can anyone provide a brief how-to for setting something like this up?  The request is to be able to upload this to a forecast scenario so it's really outside the normal parameters of a typical journal.I know one easier alternative is to create an _ADJ member and just load the data to that but that's not the ask from the team.Would be grateful for any advice.  Thanks

Out of curiosity, are there any folks out there that have opted to have some "Generic" users/licenses versus specific named users in their environments? A couple of places where I think a generic would be relevant is when giving auditors view only access to the application. If there is a team of 3-4 auditors who need view only, would it not make sense to just create 1 generic user?On the flip side, what are big reasons people choose to go the named user route besides the obvious ones of audit trail for data loads and form completions and workflows?Just trying to get an idea of how popular generic users truly are when I personally have only seen the named user route. 

Hi, we received the following error message in OneStream on some of our scheduled data management tasks; these tasks load workflows by pulling data from an Azure system."Summary: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user. (SQL Error Number -2146232060, -2, 0). The wait operation timed out"My understanding is that the this indicates that OneStream cancelled the operation (and failed the task) as Azure took too long to respond. How would I go about preventing this issue for the future? 

Hi, looking for experience and OS counterparts for support to automate ( plugging it directly in OneStream from source) FX Data Feed. Concern currency is USD.Which source are used - OANDA, Eurpean central bank or other sources? How does this work to get actual closing Rate, YTD Rate and for information purpose monthly average rate in the system?Actually we are loading every month from ECB into csv, working in excel - convert from Euro into USD for each currency, closing, YTD and average and than loading - set cells - into OneStream.Thank youAngelika 

HiWe have a requirement where users need access to all entities in the organisation but only for a specific set of accounts.Currently we have a simple security model where users are restricted by Entity. I was hoping that I could create a Cell Data Access Security rule that will give them access to entities outside of their group for the specific set of accounts, but it feels as though the Entity access overrules the Cell Data Access Security?To be clear I have Group A and Group B, restrictions  defined below.Group A :- Full access to all Group A Entities- Additional access to Group B Entities (for specific set of accounts) Group B :- Full access to all Group B Entities- Additional access to Group A Entities (for specific set of accounts) 1. Is it possible to grant access as I have described and am I just doing something wrong?2. If the approach I am taking isn't the correct one, what is the best way to implement this kind of logic? Thanks,Mark

I'm having trouble setting up local OneStream Server in my system.  

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT

Dear Team,I saw this topic few times, but with none solution - hopefully this feature was implemented.Is there a possibility to set OneStream in dark mode? Thank you 

Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.

In the application I'm building, I have a need to make several insert/update/deletes for different custom tables, but the database call for those changes should happen within a transaction. Are there any OneStream API functions that will include the ability to run the database call as a transaction? I could just use the .NET Framework approach (SqlCommand), but then I'm a bit off the track.Cheers, Frank

Is there a way to filter a DataBuffer on DataType or StorageType? I'm running a business rule in T#2023Q3.  This business rule gets a data buffer for an account.  I was expecting the data to be for just the current period (T#2023Q3) which it does however it also brings quarters Q2 and Q1 which I was not expecting!  I don't want this "IsDerrivedData" brought into my data buffer.  How can I filter it out? ' ƒ WOW! - As we advance the Time we bring in the current and all prior periods. So 2023Q3 brings in data for Q3 AND Q2 AND Q2! ' Filtering by time doesn't work "RemoveZeros(T#2023Q3:A#A_BSRCarveout:C#None)"; IsDerrivedData, StoredByNoActivity dragged in, why?!?! Dim BSRCarveoutDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("RemoveZeros(A#A_BSRCarveout:C#None)")    

Hi,I would like to explore the way to update OpenApplication security role via Business Rule. Any help/suggestion would be appreciated. 

Hi everyone, This is a new application and I cannot start OneStream using the shortcut. It gives me the error below. I am still able to open the app but needs downloading it everytime.I checked this note but it did not work:https://onestreamsoftware.service-now.com/sp_cloud?id=kb_article_view&sysparm_article=KB0011265&sys_kb_id=9aaf3adf1b136010b7ec8557624bcbe6&spa=1Also here is the error message in the details:ERROR SUMMARYBelow is a summary of the errors, details of these errors are listed later in the log.* Activation of https://*****.onestreamcloud.com/OneStreamWeb/ClickOnce/OneStreamDesktop/OneStreamDesktop.application resulted in exception. Following failure messages were detected:+ Your Web browser settings do not allow you to run signed applications.

I was curious to find out if there is a way to have Grammarly work with OneStream XF in order to get real time spellcheck and grammar check for narratives and annotations.

I am displaying a list of members in a listbox on a dashboard. With the format IsMultiSelect=False, the members with an underscore display correctly. When the format IsMultiSelect=True is used, the underscore in the member name is not shown. The listbox knows there is an underscore because I display the selections on the dashboard and they display correctly.Before I raise a ticket with support, has anyone met this before and has a workaround? Or am I doing something stupid?Thanks

Hi, I am loading periodic data and in some periods there are derived amounts (due to no periodic data for some periods).  The YTD values appear as derived data.  However, the parent entity isn't rolling up correctly because the parent is not including the derived amounts of the children. What is the most straightforward / best method to include the child's derived value in the parent value for the entity to correct this?  (I am ok with storing the children's derived values, but not sure of best method for that, either.)Thank you! 

I have tried with the suppressions to make the cells that have 0 disappear but it has not been effective. In the first cell I would show how the data is arranged, and in the second image how I would like it to be   

HelloI have created a "level 2" transformation rules on ICP dim in order to force certain accounts to be filled in specific fixed IC elements.Do I have:     -  "level 1" with One-To-One Mappings.     -  "level 2" with a composite filtering on the account A#[140305] "Level 2 Composite" is completely ignoredWhere am I making the mistake?Thanks in advance for the helpMarcello 

Hi All,We are using a spreadsheet component to capture some drivers from end users in our application, how do we customize the ribbon of the spreadsheet component to show only OneStream option in the ribbon?If I do right click, "Customize ribbon", it lets me display only OneStream in the ribbon , but the customization is lost on refreshing the page. Any guidance on how to retain this customization would be helpful.   

Hi,I have created some new balance sheet accounts relating to Right Of Use Assets, I have copied the structural dimensions from my existing fixed assets, so that every member property field matches. I use a generic cubeview for recording opening balance adjustments, when I key into all my other balance sheet accounts, then the derived value flows through the remainder of the year. This happens regardless of which is the first month I key into. However, for my new ROU accounts, it does not do it. The values just show as 0 and I have to key in the actual value manually each month thereafter. Here is some sample data to show what is/is not happening. Also, it does not matter which month is the first month.So what have I missed in creating these ROU account codes in the member properties ? They use the same flow constraint as my other fixed assets, so it's not that.Where else do I need to look ?CheersMark