Application Build

Hello, Do you know if there is a way to display in a dashboard the users / entities access by user / the type of access (read, write...)  Thanks, Regards, Harry

Hi All,   I was reviewing the following link below regarding strategies to reconcile historical data.  Strategies for Data Reconciliation - OneStream Community (onestreamsoftware.com) I noticed the following statement "You can turn-on’ translation for periods when the translation is what you will use going forward. It is possible in OneStream to load parent currency. By simply using the Flow dimension, you can see how simple it would be to handle historical currency issues."   Can someone please point me in the right direction in terms of documentation on how this is done / the details. Ideally from either the OneStream handbook, design and reference guide, or OneStream academy.   Cheers!  

Hi, I have account for which I don't want entity aggregation to occur. I have tried using the dimension for aggregation on entity dimension as FALSE but I have not received the desired result and its showing the invalid intersection and hence I am not able to input the numbers at base level. Moreover suggestion on account type are also required. any suggestion would be helpful.

Hello All,   I'd like to know if there is a way to have/combine somehow in a Cube View the fact to have the collapse/expand function that the .Tree expansion provides while still applying a filter on the member we want to render below the top member. Something like this in essence : TopMember.Tree.Where (text1 = 2). Seems we cannot apply a where clause on .Tree expansion, and I would anyway expect that the collapse/expand option is not active anymore when we start to filter with a where clause but I'm trying to explore options that would allow to meet this kind of requirement Thank you in advance for your feedback Matthieu

Hi,This is probably not something I can do. But I was wondering if it's possible to automatically lable a tab in excel witht he name of the cube view I download? It would be a great time saver when I'm dowloading multiple cube vews or creating a book. I haven't been able to find anuthing in the Academy site on that. Thanks in advance

Hi Team, We are creating a template in the input form to enter data. Is there any way to suppress the rows with no value while extracting the same form into the spreadsheet? Also can anybody suggest how to retain the spreadsheet format with multiple refresh?

Hello Experts, We are trying to do some tidying up and would like to delete cube views (and DM jobs etc) in Bulk. Is there an easier way to handle this rather than delete one by one manually? Many thanks Wei

Hello Experts,We have requirements on having the access enabled/disabled for system dashboards/forms channelwise (UD2 members). For this multiple slice security rules were placed on the cube which has been a tedious maintenance task and is probably adding performance impact on the dashboards. We are thinking of replacing the slice security rules via a Finance rule which will set conditional input for selected Entity, Scenario, Time, UD1, UD2 members from super user dashboard, Admin can lock/unlock these intersections via a super user dashboard on a button click. Is there a better alternative for achieving this? Any leads would be appreciated. 

One employee was terminated in June; however, calculations are being done all throughout the year (1-12). Should be zeroed out from July to December. (In Plan Reports) How do I ensure that calculations are made from January to June, but zeroed out after July until the end of the year?    

Good afternoon, as my corporation works through developing our application, we've copied our application a few times to ensure new upgrades don't interfere with existing working solutions. When copying the application today with a SNOW ticket, I received the following message: "Application will be created as a production application. Long Term Retention policies are applied to all production applications so additional costs will be incurred." Our cloud application only has one environment: production. What kind of costs are associated with having multiple applications? is this something I should be careful about to avoid getting a bill from OneStream?

Within the Dimension library, is there a way to start collapsed vs. expanded.  even if you collapse the top, when you expand down, the children are not collapsed but still expanded.  We have some very large Dim's with many levels and it is hard to visually find what I am looking for.  Would love to be able to start at the top and expand down (like you can do in excel). Is there a default setting somewhere I can change.

Is there a way to apply security on the records inside a Register ? For example I have 10 Entities and 10 Workflow Profiles with distributed registers built, Now inside the Registers there is a column for CostCenters. There are around 10-15 CC's. Users specific to CC should only see their records in Plan Register table. Is that possible ?

All,New to OneStream but familiar with other tools in the space.  One request recently from a user was for a functionality similar to that of the "Personal Sandbox" capability within IBM TM1 / Planning Analytics.  This functionality allowed a user to easily create a new scenario that allowed them to perform what-if analysis and once complete, discard the scenario or (permissions permitting) push the new data back into an existing scenario.Any functionality or approaches like this available in OneStream?Thanks!

Good afternoon, How can I pass a parameter selection from a Button/Combo Box to a URL within a text editor component. The client would like to select the UD4 and have it retrieve a Word doc / Text Editor for that selected UD4. I have the current URL in the text editor as this: Documents/Public/DashboardFiles/|!Fin_Dept_Select_ColSet!|.docx   Thank you, Stephen

Within the scenario dimension does the workflow tracking frequency / Start Time / Finish time affect the forms templates form frequency? We had scenarios that run for 4 months with the start month and workflow month being the same, the quarterly/half year forms worked as expected. We have since changed the work flow start and end times to be the full calendar year (all 12 months), but this has caused the the quarterly/half yearly forms to no longer appear in the workflow. They only appear if the frequency is set to monthly. Can anyone explain before i raise a ticket? Thanks      

Hey everyone! I've added a new department to my application and just realized it's not showing up as an option when I'm adding a new headcount-- see screenshot below. Has anyone seen this? I added 7 other departments together and none of them have this issue. I don't know where else to look for errors so any tips would be greatly appreciated.    

Hi , I was wondering if anyone who has implemented OneStream has come up against issues from their IT Security people with OneStream decision not to empoly a Web Applcation Firewall (WAF) as standard. This seems to be a common requirement of most IT Security governance approvals so I'd be interested in seeing if anyone has had this issue and how they resolved/accomodated it.   many thanks   Steve

Hi, I noticed that when exporting a workflow/cubeview to excel the default save location of that file is C:\Users\xxxx\AppData\Local\Temp\OneStream. The local IT group policy is to empty that folder upon rebooting the computer. This path is not setup in my own/local excel options. Is there a way to change this folder location to for example 'downloads'? 

Is it possible to change the Fiscal Year Month Type in the time profile after an application has had data loaded to it? For example from Fixed Weeks 4-4-5 to Calendar Month?   

Hi everyone, I have been looking in the marketplace to see if there is any tutorial about 'Best practice' to set up Securities in OneStream. I couldn't find anything. Do you have any approach to suggest? Do you use the Child/Parent group often? It seems like it could become quite messy.. Any comment is very appreciated Thank you in advance

Hi All, Has anyone set up a new scenario to load stub period data and is willing to share your experience. I will need to produce financial reports for the full year 2022 and partial year from Aug-22 to Dec-22.  So, I am thinking of copying Aug-22 to Dec-22 actual data to another scenario “Actual22”.  The data will be in USD to avoid translation issues.  However, I am not sure if I should use the same Scenario Type “Actual” for “Actual22” because of the business rules set up in Flow Dimensions for the opening, movements and closingCalc.  What do I need to change if I use Scenario Type “Actual” or another Scenario Type?  What are the other considerations I have missed? Please shed some light. Thank you in advance!

Hi,Is there a way to find the primary node or secondary node of a member with alternate hierarchies in OneStream like the default parent of a member in Hyperion HFM?

Hi All, I am trying to get my member formula to calculate an unbalanced balance sheet and I built a Quick View to see the calculation. However, it does not seem to be calculating anything with the member formula.    The following is the member formula under 'Calculation Out of Balance'   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then   api.Data.Calculate("A#Calc_OOB:U1#Manual_Input:F#EndBalLoad:I#None = A#Total_Assets:F#EndBalLoad:I#Top - A#Total_Liability_Equity:U1#Calculations:F#EndBalLoad:I#Top")   End If Any guidance would be greatly appreciated!

Happy upcoming Father's day everyone!! I just submitted the following enhancement request to OneStream developers. Does it make sense to you. Let me explain the context:Before I select a Workflow I have to select a Cube. Why is that required? Why can’t users organize Workflow under some other criteria of their choice - maybe a folder of Workflows based on Finance Dept's functions?From my experience, a workflow can be designed to update and pull data from multiple cubes; so why is it associated with only one “Cube”? That confuses me.Here is the enhancement request:Under OnePlace - give us a Workflow-Explorer that allows us to organize by creating sub-folders of Workflows.Create a default folder with Consolidation, LRP, Planning, Forecast as sub-folders.May Oracle stock crash -  like Bitcoin and the rest of stock market!!

Is there a way to change the Cube name after data has been loaded to it? thanks,Greg