Application Build

Hello, has anyone seen an error like this before? I'm loading information from our PreProd to Prod environment and am getting the following error: "Summary: Error processing XML file type 'TransformationRules' XML: Line 379, position 22, element transformationRule. Rule already exists in this Rule Group, [Aggregate amount of institution's - 1- largest loan commitments]." From what I can tell there isn't anything particularly special about this line of code, it's just the line showing the given rule. And if it already exists, shouldn't it be overwritten through the load process? Any help in this matter would be greatly appreciated.

Hi,   Is it possible to define restrictions for input in a cube view between two UDs dimensions ? In order to "guide" the user in their input, I would like to define a restriction between UD4 and UD5, so that only specific UD5 elements (in columns) could be editable based on the UD4 (in rows). I don't see any restrictions on UDs elements in the datamodel, so what would be the best way to achieve this ?   Regards,

Hi Team, Is there any option to delete user groups in RCM under the Account Reconciliation Market place solution using a template? We have close to 3000+ obsolete user groups which need to be deleted.

How do you prevent users from accidentally loading data via QV submission to a non-forecast scenario ie; Actuals. The CV is set up to point at the WF scenario so if a user doesn't change their WF POV it will submit the data to the incorrect scenario. 

Is there any way to get a complete listing of active users and disabled users

We like to have a "Prod Yesterday" version in Test that has data from the overnight backup of production.  This helps when working with data issues and testing where one wants to have up to date data.   The major stumbling block to automating this is the need to automate the Rename Application functionality in OneStream Database Configuration manager.  Has anyone found a solution for this?  Or, for the more general solution of automating a daily restore of production to a lower environment for on premises OneStream?  Overall process:  MS SQL job restores the MS SQL DB to the lower environment  We run the One Stream Database Configuration Tool , select the database, right-click and select "Rename Application"  Restart the IIS servers  Import (IE "Load") XML files to apply Test environment config 

Hello, has anyone seen an error like this before? I'm loading information from our PreProd to Prod environment and am getting the following error: "Summary: Error processing XML file type 'DataSources'. There is an unclosed literal string. Line 11771, position 4968693." From what I can tell there isn't anything particularly special about this line of code. It also appears that the remainder of the datasource file was loaded even though this error was received. Any help in this matter would be appreciated.

Scenario: I have a Sql Editor component, with a couple of date-columns. If the value in the belonging custom-table is value NULL, then the value in the editor will always be the minimum value of the sql datetime type. I just want to show a blank value instead of "1/1/1900". Anybody solved this?   Cheers Frank

Hi experts. I have a query with regards to drill-down feature to locate the journals from 'AdjConsolidated' member. The entity hierarchy of the client has multiple levels and they post journals at each of this level (i.e at parents as well as base entities). When we drill down by origin from a top member and want to further analyze the balances under 'AdjConsolidated' member, we understand that drilling to entities won't give the desired results as the jnls were posted against Adjinput members.    Hence, they have to start the drill down by entities from Origin 'Adjustments' Member and keep checking for each sub-structure below it to see if the jnl comes from an Adjinput / Adjconsolidated member. Is there a better way to directly drill down to the actual jnls that were posted. Regards, SC      

Hello,   I have a question about multiple applications.  I know typically people think of OneStream as having everything within one application seperated by cubes.  Thinking of an application where Planning activities are quite different than existing consolidation activities and I am a bit weary of trying to jam it all into the existing Consolidation application.  I am wondering if it would be easier to organize in a seperate application altogether so there would be a planning application and a consolidation application and the planning data would eventually be loaded into the Consolidation Application after it's approved.  There are a number of reasons that lead me to entertain this idea one of which is performance and that we may only ever want to 'Aggregate/C#Aggregated' the data in Planning and 'Consolidate/C#Local' the data in the Consolidation application and we don't want it to get confusing with what data to use for the users.  Other reasons relat

Has anyone used Git or another version control / source control system with OneStream?  Currently, we keep a lot of commented out code in our OneStream system.   It would be a lot nicer to be able to only have to keep the latest in production, and have a version control system track the changes.    By default ( not that I know how to change it) the OneStream app does  only 1 XML document per type, so the changes aren't tracked at the individual object level, and you'll get a lot of changes to search through.  Has anyone made it work, or are you aware of a best practices document or other doc for this?

Is it possible to use the where clause for the member expansion ".Tree", specifically filtering on the AccountDim.  There is a top-level reporting cube and a few merged cubes sitting beneath (using entity extensibility). There are also a number of  extensible Account Dimensions utilized... i.e., Level 1 (Highest - Forecast Accounts)                     Level 2 (Consolidated Accounts)                            Level 3 - #1 (Lowest - linked to lower-level reporting subsidiary cubes using base GL Accounts - the account dimension names for these cubes always include 'Base')                            Level 3 - #2 (base GL Accounts)                            Level 3 - #3 (base GL Accounts)         &

Good morning, We're configurating IC matching permissions. When entity A sells to entity B and there's a difference in amount, user X must conciliate and match transactions. X belongs to seller entity A, and he has permissions in A, but not in B. That’s why he can’t see any IC transactions, unless we give him permissions in B. My question is: what are the minimum permissions in OS to give X the ability to do IC matching between A and B, but no more.   Thanks in advance,     Ramon Odriozola

Quickviews are not showing in task activity . Is this a bug ? Or is there any other ways to monitor the quickviews launched by users

Often global companies may report a metric like units sold or volumes in a stat account.  But that unit of measure may vary by region or country.  Below is one option for handling the conversion of stat accounts like units sold or volumes.   For example: Metric Ton to US Ton Kilograms to Pounds Liters to Gallons Etc   Here are some high level ways to tackle this in an application.    Considerations: Entities are tagged with currency already Normal Revenue/Expense account types will naturally get “AverageRate” table PVA method (all else equal) Normal Assets/Liability account types will naturally get “ClosingRate” table VAL method (all else equal) You need to identify which accounts (aka UNITSSOLD) need a translation rate table that differs You need to identify which entities are sending which volumes to drive translation to use different rate table   Your conversion rates do not vary over time so you really just need to store these

Is there a way to customize the charts in TM dashboard to show category 2 values as X axis?

Hi Everyone, Thanks in advance for the responses. I am reviewing the impacts on a force consolidate on a specific entity and noticed that my results differ when i run a force conoslidate from a cube view and a force consolidate using the calculation definition within process cube.  I made sure that my POV was identical on the cube view versus the process cube.  Can someon explain to me what the difference is or how there could be a difference between the two methods? Thank you!  

We just downloaded the latest version of ACM released in March. I am using the ACM BRs to load hierarchies from a table into OS dimension. I have populated the member and tree tables as needed and everything seems to be working fine, however we are not seeing an option in which this load would follow a “merge” like behavior.  Currently if my table does not have a specific member or relationship. Onestream is just deleting/orphaning those members.  Is there a way to have this behave like merge that it does not delete existing members in Onestream which is not present in the table or incoming load. We had similar behaviour in prior version of ACM but are not seeing this now. 

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

What is the best way to stop administers to see the PLP Register and plan tables from the system /database tab. We have added the access/maintenance  group for ancillary tables setting in the config file,  however that is only stopping getting the to the PLP register dashboard. However it is not stopping the following two items Admins being able to go to system/database and see the table dataIf I create a new dashboard with a data adapter and write a sql query on the register table, any user with access to the dashboard is able to see the salary data. What is the best practice for this. Also – if we use any additional custom tables to load additional comp related data , is there any way to provide security on those custom tables ? 

Hi, We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used. Are there anyone that has tried to incorporate that into Onetream? Like below: All suggestions highly appreciated   

Hosted by Azure/Managed by OS, so never spent anytime learning how to monitor our environment other than at the very high level (System-Environment-Refresh). Hoping someone can point me in the right direction.  Really looking to see how long Excel queries take, steps within consolidations and just general overhead.  I seem to remember something provided within Azure to monitor but not sure if that is still around or not.  We are heavy for 8 days and adding more functionality so need to make sure we can still run acceptable during that time.

I would like to use the Cloud Administration Tools > Manage Applications to copy our Production application to Development (refresh Development).  I have reviewed the documentation and OneStream Academy video for how to do this but have a few questions. 1) Does it copy all the data in addition to the artifacts and metadata? 2) I see an option to have it reset IIS when completed but do you know if it stops IIS in both apps before doing the copy?  If not then do I just need to make sure I do not initiate the Copy when users may be in the applications? Thank you Denise

Hi everyone,  When we run a confirmation step, we have a DB to show all confirmation passed or failed  and when it failed we have Information 1, 2, 3, but with this DB we can only see confirmation rule by confirmation rule. This point is very inconvenient if you have more than 10 entities in your WF I have a another DB to show all confirmation rule by entity, this is very helpful for the user but I would like to add Information 1,2,3 from table 1 to the table 2 (as image)  Do you have any idea with which table I can take these column ? maybe I can joint 2 tables of sql and create a new one with all information  Table 1: I dont know where I can find it Table 2: this table is native in Onestream    Thank you for your help  Have a nice weekend 🙂 Hoa PHAN         

Source: OneStream ChampionsHi all!Do any of you run allocations in OS? Would you be able to share how you accomplish this?Currently we manually reallocate data that comes into our income statement accounts under one UD2 to two UD2s based on the percentage split of units (which is a stat account in OS). This is loaded as a balanced journal entry every month but I’m wondering if there’s a more efficient, less manual way to accomplish it.I tried reviewing OS academy, the design doc and golfstream and can’t find a good example of an allocation being run. Would any of you have a suggestion? For a simple allocation like this, would you recommend a CV form to allocate or would the Allocation journal entry type work better? Or maybe it’s a formula on the UD2 member itself that triggers the allocation?I’ve also submitted a support ticket but was thinking that maybe some customer experience would be useful too.