Application Build

Hi team , My client is demerging . So their current app has to be split into two new apps based on Entity structure.  What is the usual data migration strategy that is used ?  My question is more focused on Data Migration :  There are 4  sets of data :  1. Data Corresponding to Origin Import :  2. Data Corresponding to Forms  3. Data Corresponding to AdjInput ( i.e Journals Data) ( Along with Journal Information )  - Do we need to pass the journals again to the new Application or is there a way to export ( can be done using DM but any other way ) and importing them back in ?  4. Annotations  What is the best practices around it ?  What are the things that one should take care about ?  Regards, SS  

Hello,   We have recently upgraded to v8.   With the new security properties on Adjustment Workflow Profile disabled, users still don't have the "Quick Post" button after creating a journal :  -Prevent Self-Post = False  -Prevent Self-Approval = False   Users have access to the 3 journal steps :  -Journal Process Group -Journal Approval Group -Journal Post Group   Does anyone know how to activate the Quick Post functionnality ?  Thank you.   Regards, Tahina  

in OneStream we can do custom table with process development, also there is Thing Planning where we can do process development. Is there any document or anyone can help us to provide the pros and cons of these 2 development methods? 

Hi, Good Day ! I would like to change the Entity Relationship property from dashboard. When the user clicks the button, the metadata associated with the entity relationship property should be updated to reflect the option the user has chosen from the dropdown menu. Can you please help me how can I achieve this requirement.    Thank You     

is there any video available on 8.4 upgrades/features/enhancements?

We are building a Consolidation application with 10 Base Entities and approx. 2000 Cost Centers. Each Cost Center is valid for only one Entity. In Other words a group of Cost Centers are valid for One Entity and the same group of Cost centers are NOT valid for any other entities. Given this requirement is it best approach to create Separate cubes for the 10 Entities and apply Extensibility on Cost Center dimension with Valid Cost centers for the Entity OR Create One Cube and apply UD Constraint on Entity with the Group of Valid Cost Centers ? Appreciate any thoughts or recommendation between these 2 options.  

Hi All,   I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that?     Thanks in Advance

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to do is restrict access to certain ICs so that some users cannot view them ,currently, even after changing permissions, they still appear. Therefore, I would like to know how to implement a solution where only specific intercompany data is accessible to a user.

We currently have our 'User Inactivity Timeout' setting to 30 minutes. We have users that are being 'timed out' in the excel add-in before that time threshold.  Question- What constitutes an 'action' for HSGET formulas or Quick Views that would reset the 30 minute timeout? - Refreshing a sheet with no change in Metadata selections? - Refreshing a sheet with just HSGET formulas? Thank you!

Hello All,We have setup People Planning for 24 periods.  We need to import the data into a cube across 2 years/24 months.Wondering the best approach.We have flagged Allow Loads After Workflow View Year as "True".We have tried using "Range" in the Workflow Tracking Frequency.This approach works, but the fact that we can't change time periods in the Scenario, creates some monthly and annual process management issues.Anybody use an alternative approach?Thanks,Scott

Hi,  I've been offline during few weeks without using OneStream on my localhost application, and now, when I try to connect to my localhost again, I can't login:  Of course, I don't change my password during these weeks. How can I reset my password? Or anyone had the same issue?  Thanks in advance for any tip.  Regards, Eduardo

currently we are using standard time profile, we are planning to change the time profile to 5-4-4.  does it affect historical data? how can we achieve changing time profile? 

We have thousands of IDs in our PLP register. Let's say ten of them are named Aaron. I can sort the register on the FirstName to see all of the Aarons on the first page. If I apply a filter to the column to only show people named Aaron, all ten of the Aarons display. However, if I sort the register by last name, for example, and filter on Aaron in the FirstName column, zero show up. If move to a page that has, say, one or two of the Aarons, then filtering on Aaron will return just those. The column doesn't use a parameter but even columns that do use parameters behave the same way. The filtering for all of the fields is effectively broken. Is there some new system-wide setting I should know about? Is there a workaround? Or, am I just enjoying a very strange bug?

Hi OS Experts,  I need to make "AllowAdjustments" to FALSE (from TRUE) for Parent elements in the Entity Dimension properties. so, I exported the Entity dimension in xml file and edit it in Notepad++ to update the "AllowAdjustments" to False but I am not sure which ones are parent elements. How to identify that particular element is parent or not? Is there any Key identifier to identify that the element is Parent or Base element? any suggestions. it is bit urgent kindly do needful.  

Team, we are looking for a solution using python for code migration between the environments/ copy applications. Any suggestions on this ?

Hi, Can we build a list in One stream. I believe there is functionality in HFM but not sure if we can replicate.  

The Data Cell is read-only because the Parent Workflow Profile 'FR Food HR' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=entityname, Account=Accountname, Origin=Forms.  

Hello OneStream community, I have an SQL table editor component current in one of my dashboard. My dashboard is defined by 2 embedded dashboard. for the sake of this example, the first one only has the SQL table editor, the second one hold a single button. Right now, when I click on the button, it should update something on the selected row of the SQL table editor. By doing so, it also refresh the dashboard. However, refreshing the dashboard will cause the row to be unselected. My question is : is there a way to refresh the SQL table editor without resetting the row selection ? Regards,

Using this prompt, what 6 transformation rules need to be built? Currently I have: 1. View YTD to YTD on a one-to-one 2. Account * mask 3. Entities * mask 4. UD 3 * mask Huron Energy Services (HES) is a global energy services company. Their User-Defined 3 dimension in OneStream is used for their Function code. The Function code represents the job function that a value falls under. For example, Function 62 is associated with Human Resources. So, salaries for employees in the Human Resources department will be coded to Function 62 (FCT_62). When loading data to OneStream, the project team has encountered a difficulty. For every expense account in their source system, there are two accounts in OneStream. These accounts are suffixed with "C" or "G", for Cost of Goods Sold (COGS) or Selling, General & Administrative (SG&A) expenses. For example, in their source system they have account 56789, but in OneStream they have accounts 56789C, which is part of the COGS rollup, and 56789G wh

Hello, we need to setup Data Cell Access Security based on our UD1 structure. UD1 defines our Business Unit structure and we need so setup security security on this. I spent days on this but I don´t get it to work the way we need it. We have consolidation users on different levels in the UD1 hierarchy: So some users are on to (group level - they need access on all data) some on divisional level (they should see all data within their division, so divisional level and all business units below) but the need to be restricted to their own division and are not allowed to see data of another dvision or business units which are not part of their division.   some on business unit level (they need so see all data within their business unit but not from other business units) and finally entity users: the only should have access to data on their entity/entities. How can I setup this so that it´sconvenient to maintain and all security need get met?   Regards Martin

Hi, what is the best way to change the colour of the Onestream background from blue to another colour. We have separate environments  for actual and test, so wanted to differentiate through the use of different colours. Thank you.

Can someone please guide me on passing parameter from dashboard button to DM seq. I followed couple close forum question but still it did not work. Basically trying to call DM seq which has extensibility rule from button. Some how it not able to read value from the parameter. Could you guide me what I am doing wrong. Trying to capture value here. It work if I just execute DM but does not from button.  Dim DimTypeStr As String = args.NameValuePairs.XFGetValue("EnterDimensionType", String.Empty)  

Does anyone know why the first row is basically locked and I can pull the rest of the data out like this in an Excel Report? Anyone know a fix?  

Hello,  We are currently investigating the possibility of moving two UD members to a new parent in the dimension in the middle of the year without changing how historical data roll up.  Illustrated as below, so CHILD A and CHILD B will belong to a new subtotal, CHILD 1D.    Ideally, we don't want to create new members to replace CHILD 1A and CHILD 1B.  Potentially we can create an alternate rollup, TOTAL B, to maintain the old structure, but the effort of reviewing all the reports and adding a selection parameter to switch to different rollup is a lot.  This UD dimension leads the  planning process, which is done per PARENT A, B, C, etc. It is important to be able to see at the cut-off period data rolls up to different parents in the Forecast scenarios.      Has anyone worked with this kind of change before? Could you please share your experiences for some ideas here? Thanks in advance!