Application Build

Hi all, When I come into the marketplace to start evaulating when I should do my next software update, I see that there is a dropdown in the platform area that shows 7.1.3, 7.2.1/2/3, 7.3.0/1. I'm updating from 7.0.1 and would like to access 7.1.1/2 even though they are minor hotfixes, they should still be available for completeness? Maybe they're available somewhere else? Thanks for any insight

Hi all, i'd like to ask how can i get in the metadata builder view an initial complete version of the dimensions each time before adding new items?When i have to update the application dimensions,  i would always have the previous situation in metadata builder template as a starting point.Any suggestions will be appreciatedthanks you

Hi,  There seems to be an issue when pulling members through GridView from the dimension library.  As shown in the screen shot below, when filtering on a specific roll up within the dimension using the parent child relationship reference the report includes duplicate members. This is because OS is pulling all the alternate roll up locations as well. We are wanting to pull just the main rollup so that we can see the members and parents in separate columns within excel. Does anyone know how to get around this or another way to pull this data from OneStream.        

Is there a way to set the default application for all users? I would prefer it to always default to our Production application every time someone logs in.

We set up OneStream approx. 3 years ago. Since then our user base has expanded a lot and we have facing issues in users accessing OneStream. Currently, in order to grant acess we have to add users who utilise different IT Networks as guests to our Azure AD. However, we have a number of smaller entities where we can't do this as they don't have a corporate IT network with an external facing IP we can whitelist. Has anyone come accross this issue and are there solutions we haven't thought of?

Hi all,  I am having trouble with a member formula that essentially subtracts interest expense from interest income: I'm sure I am missing additional dimensions/qualifiers in the member formula, but everything was the exact same except the account of course. Any direction would be greatly appreciated!

Is it possible to change these colors globally within an application?: 1. The application colors that are the Blue and light blue that we see at the top navigation and application header bars. 2. The highlight color that occurs when your cursor hovers and selects different cells such as within a grid view or a cube view.

Hello, Is there a way to export multiple pages of the drill down in a single csv?  It seems like each page of the drilldown must be exported separately, which is very time consuming.  Thanks!

Hello - Wondering if anyone has come up with a efficient way of providing visibility for end users into the calculation logic and/or equations that are being used by dimension members. For example: End user pulls up a Cube View The Cube View is a mix of base members, calculated members, and dynamic calc accounts How can they see the equations impacting the various members? I'm hoping there is a better way than manually documenting it during system set-up and updating with each change. Any input appreciated.   Thanks,Bil

Hi Team,   I'm wondering if there's a parameter that can be used in OS for a new line? I mean there's already a |SPACE|, which works perfectly, but I would need such parameter for new line (like \n in VB.NET), any ideas?   Thank you!

Hi all, In our OneStream environment, we have few hundred users and few thousand groups to which these users are assigned to for granular access. Want to check these with OneStream admin Gurus:1) Currently the semi-annual user re-certification exercise is done manually by extracting the OneStream user/group access reports and asking the approvers to re-certify. This is proving to be cumbersome exercise. How do you all do this in your environment?  Are there any best practices about this?2) Have you used or seen/heard about a third-party tool like SailPoint being used to manage OneStream user / group access and resulting re-certification activities? How difficult it was to build integration between a tool like SailPoint and OneStream?I would love to hear your experiences.Thanks in advance for any experience sharing.

Hi All, I am trying to find the best way to load my budget day. I currently have 22 departments, 207 accounts and 100 facilities that I need to load too. Do either of you have any suggestions on what's the most effective way to get my data loaded in OneStream that will take the least amount of time? I greatly appreciate your input.   

Hi All, Is it possible to pass a member list, in my case flow members, as a list parameter in a cube view combo box? I know a delimited list would normally be used for this purpose however I need the list to be dynamic based on the dimension library and will be storing the selection to the Annotation view member. For context I am trying to allow the user to select a default mapping for an allocation rule which will require the user to select the lower-level default allocation member for a specific flow. Many thanks in advance. Nick

Hi All, We have a client who wants to exclude a subsidiary from their reporting rollup starting mid year in May 2022. Unfortunately the consolidation view is set to YTD so it appears that when we switch the consolidation percentage to zero then it reverses all of the YTD data for the whole year opposed to just excluding the data beginning in May.Is there a simple solution to resolve this? Or is a business rule required when divesting mid year? It seems like a requirement that should be pretty common and have a pretty straightforward solution like in Hyperion but we haven't had any luck so far.   Any thoughts or guidance is greatly appreciated.   Best, Joe  

This is probably quite a basic question. I have a vendor file with multiple currencies going to a single account. Can anyone advise the best way to do this as there is no option in the Data Source or Transformation rule to vary the currency. Do I use a separate member in the Flow dimension and set the "Flow Processing Type" to "Is Alternate Input Currency For All Accounts"? Appreciate the help - thanks

Hi I am looking for a way to restructure a part of our UD1 hierarchy but there over 1,600 lines to move so I don't really want to copy and move them individually to their new locations. Is there a way to upload the new structure and overwrite the old one, or a faster way of copy/move the base levels. Thanks Simon

Hi  We are looking at inputting certain Balance sheet entries at Parent entities. Is there a way to get OneStream's intercompany matching tool to work Parent to parent (rather than either base to base or base to parent)  Ideally I don't want to substitute a 'proxy' base member when entering at the parent level  Thanks in advance 

TeamAm new to the Onestream. Can someone please guide me how to extract and load metadata in Onestream using flat files/Excel files.RegardsVarun

Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled.  Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour.  Sometimes the consolidations run long if they overlap with Process Cubes.  Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages?  They did express resistance to being added to email notifications that our administrators get each hour.     I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)

Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv

Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have.  Thanks, Nicole

Hi is there a way to display account (or any other element desctiption) while entering journal entries? Thanks, Marcello  

We have an entity that has been sold and it's last data load into OneStream was in October.  We need to load the same data into November and December.  I can do a Data Management copy job to load that same data with no issues.  This data contains local currency entities.  The issue we need to solve for, is this data needs to translate at the October rates for November and December so that at the top of the entity structure the data remains the same values, and not take into effect the November and December exchange rates.  Trying to figure out the best way to accomplish this.  Thank you!

  Hi all is there a way to setup  intercompany reconciliation reports to display company "codes and descriptions" rather that the simple company code?   Thanks Marcello  

We are currently deploying several OneStream modules [e.g., Consolidation, Account Reconciliation, Planning, etc] and several users reported while working through monthly Salesforce contributions, they encountered a roadblock in which the OneStream Microsoft Excel AddIn is not available while working with MS Excel files in Box.com folders.  Adding the OneStream MS Excel AddIn for the online version of Excel would provide a user a more seamless experience and eliminate additional steps for viewing/saving files.