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Good Day,In order to implement Org-by-period Consolidation, you need to set the Consolidation View to Periodic so that the correct Share for e.g. the income statement can be calculated for only the period for which an entity was consolidated to a parent.The guidance is clear that "When Consolidation View is set to Periodic and no data is loaded to the IC Accounts fora specific month, custom Elimination rules are required". I assume this is because of built in zero suppression settings on the Elimination data buffer.However, here is what is strange to me and I'm not sure if I'm missing something.When setting the Consolidation View to Periodic and note that No Data Zero View is set to YTD as data is loaded YTD, for any entity, there is a problem with eliminations as follows:When loading 100 000 in January, the full 100 000 is eliminated. If you load 100 000 again YTD in February, nothing gets eliminated. If you load e.g. 100 000.01 YTD in February, then the full amount gets eliminated ag

Since many federal organizations utilize Active Directory at the Enterprise level, is there a way to tie Active Directory management to OS? For example, if a user's AD account gets disabled, so does their OS account? When a user's AD account is created in the particular OU, their OS account is created to the correlating group? Thanks. 

What is the simplest way to remove zero data from the application? This could be both calculated and user loaded data. Hoping this will improve performance. 

Hey Community,  So I am wondering if anyone has any smart idea how to split into multiple BiBlend tables when loading a file into workflow with workflow name Blend. My current DataSource is using Delimited files. And I have a column in table that I map towards a attribute dimension which contains of 5 different values. I would like to split the tables based on these values instead of loading file in 5 different workflow steps.  In earlier projects working with data mgmt export sequence data sources I have accomplished similar result by using connector setting "SourceFieldName" to do this. But this option is not available for Delimited File. So if anyone have any code snippet examples on how to hook any businessrule up with the data source or similar that would be extremely helpful!   

Where can I download CPM Express? I checked the Marketplace but couldn’t find it there. Is it available for partners yet?

Hi Team, Is there a way to set the No Input period property for Scenario dimension using XFBR/Parameter dynamically through DM Jobs. for ex: a new scenario test2, needs to be copied with test1 scenario data across all years (Closed periods + Open periods).The requirement is to have "No Input Period" property as 0 during coping the data and later during consolidation thorough DM step set it to Current actual close period value (i.e for may close it should be 5).   Thank you in Advance.  

Hi All,   I have trying to get the Combobox type of drop down in the custom created data table . SQL Table Editor Searchable Drop-Down List (onestream.com) The above link the documentation to achieve that requirement however it does not work even tough i follow the instruction given in the document. Below are the screenshot of my datatable and parameters.    Kindly help me to achieve this requirement .   Thank You     

Hi Team, Is there a way to lock and unlock the scenarios through Dashboards?Followed to the above question, can we load FX rates through Dashboards? Best RegardsLucky

Hi, We have a service account setup in our EntraID IdP that is used to call the API. Now that we've enabled OIS, we're having difficulty setting up a PAT for the service account since typically nobody logs into the service account and accesses OneStream, so the account is unable to provision a PAT for themselves. Would anybody have any suggestions as to how to proceed? Thanks!

See the TWO screenshots below, the first is bad and the second is good. In dashboard design mode on some dashboards, what is causing the left panel to be blue? This is the vertical panel that shows all the artifacts in the dashboard.  This is preventing us from seeing which artifact is being selected in the right panel.  In this screenshot the "PDO To Update" label is selected in the right panel but the artifact is not highlighted in the left panel. This makes troubleshooting much more difficult. This is bad In this screenshot, the "Create New PDO" label is selected in the right panel and we can see the artifact hightlighted in the left panel because the left panel is not blue. This is good    

This is a weird question but how can I confirm what version I'm on within a OS application? I used to use the version on the top bar of the log in window in both excel or the OS windows app but I learned today that there's the possibility that our environment version is different than what shows there if the versions are not kept in sync by our IT team.  Any direction would be helpful!  Thanks! -Nicole

Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful. 

Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!  

Hello,  For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!|  OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !

In our recent discussion with OneStream team during a demo session, we observed that the version you guys using are different than the version we have meaning the UI, we still use the older version with blue colored interface, but you are using with new OneStream changed version in black color interface, when do we as a user's going to get it.

Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

Hello All, Our customer, who is migrating from BOFC, would like for organizational and technical reasons to keep using his intercompany dimension to capture sales to third parties but would also need to group these sales by sales channels.Their entity structure has a parallel Distribution channel structure (entities that are not part of the consolidation scope).  Is there a way to aggregate only certain IC (the ones belonging to a certain sales channel for example) ?Can we even do an IC reconciliation by grouped intercompany? Thank you in advance for your help/advices

Can we install two versions (8.2 and 8.4) of OneStream desktop client and OneStream excel add-in client in the same machine ? Later on if i want to uninstall 8.2 does OneStream have an uninstaller using which i can un-install 8.2 Any inputs around this will be highly appreciated   

Dear Community, I didnt find a good hint wihin the reference guide. So, I hope you can help me.  I know a Quick View POV is always set to be the default, which is set in Onestream. Otherwise I see, that Account or time can´t be adjusted. It is always the same "starting quick view" which is visible. So, I wanted to know if there is a way to set the POV to be different per each user or user group.  In example, if a finance user starts a quick view, he/she should initial see, what they want to see. Meanwhile an administrator should see something different, without the need of changing the POV.  Do you know if it is possible to change the initial POV? Or is the initial one always the same?Best Regards, Markus

Hi Everyone, We need to understand the scenario settings due to which we can avoid the data backing off (shown as derived, not stored value) for the next month when we enter a data in a periodic view. After digging up the community, we found some posts redirecting to change No Data Zero View for the scenario to YTD but that still doesn't solve this behavior. Is there any particular in the application/scenario where I can change to show no activity months as "0"?Thanks!JackLacava 

Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments.  All of our E/I accounts are Currency overrides.  We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value.  Thus not zeroing out at O#:Top.  Not sure how to adjust the O#Elimination member at the parent level for IC members.  Any suggestions on how I might go about fixing.  Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere.  Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate.   Clarke  

Auto Translation Property will impact the systeam performance in consoladation?

Hi , We are trying to upgrade our OS version from 7.4 to 8.4. We are following the Manual Guide provided by Onestream, and done with all the instruction as stated, But we are stuck at the last part where we need to configure the IIS Manager.  I am not sure what should be entered in the Username and Passoword. Our system is On-Prem and we used to connect to the software using this domain http::localhost:50001/Onestreamweb. Let's say my Username is ABC and password is 123. What should I write in the Username section ? Because some online instruction manuals say I have to write "domain/username" in here. I have tried multiple combinations but the connection is not working out. Please find some attachments below for reference.  Looking forward to your support and guidance, Any help would be appreciated

We are having typical issue with Metadata, it's a single currency application. The Auto Translation for Currencies property is Blank and doesn't have any value. But when I check System diagnostics I notice that for all Entities(~12k) this property is having value and there is a warning. If I go into the property and see there is no value in the Stored Value, but "Remove Stored Item" property is enabled which is saying that there is some hidden value. I had to manually goto each and every member and click on "Remove Stored Item" property to get rid of the value. Reloading the metadata with this property set to BLANK is also not helping solve the issue. How can this be resolved without manually updating each Entity. Any thoughts anyone ?

Hi,  Trying to upgrade from 7.3 to 8.2, I've been follow the "Upgrade Guide" from Doc-On-Premise but I have an issue at the end of the process.  I updated all Databases and Server configuration files as the documentaion shows.  I have Microsoft.AspNetCore.App 8.0.3 and the desktop runtime  Microsoft.WindowsDesktop.App 8.0.3. AspNetCoreModuleV2 is installed too.    But, when I try to connect to OneStream, the message is "Unable to connect to server using address "http://localhost:50001/OneStreamWeb": I've checked Event Viewer to get more detail about the issue and I got this information:  Thanks in advance for any help.  Regards