Application Build

I'm trying to better understand the best process for moving large Dev dimension changes from to Prod.  I've extracted my Dev and Prod Metadata and have it in the Dimension Comparision utility.  Now I know my differences which I have changes in Prod that aren't in my Dev and of course vice-versa.   I'm looking for feedback, do you edit the xml file or make some changes in Dimension portion of Onestream and re-extract.  The best practices process is what is stumping me or is the answer "it depends"

How can I edit my GLOBAL POV?  

We are implementing a consolidation solution where customer will need the ability to analyze data by each Project. Currently they have 12000 projects, and the list grows every year/month. Some Projects may deprecate however we need to retain them to maintain history. Is it advisable to setup 12000 Project members in the cube considering the potential to grow every month? Appreciate any advice to solve this requirement.    

Hi,  We are thinking of implementing People Planning module. As this has been floated as plug-n-play solution, we want to see if we can build it ourselves or build majority of it. What is the best way to know more about it? I see some documentation but is it good idea to download the People Planning module and look at the design of that? We have GolfStream demo but not sure if it has latest version of People planning. Any info on this is appreciated.   Thank you, PM

I created a USD Override form, however the translated value and the override value are both getting to the Top member. I was expected the override value to be getting to Top.  Here is the formula for USD Override Input in the Flow dimension:   And the difference in POV between the translated and override for account 399500: Here is the formula for A#399500/settings:

Hello, When we configure a linked CV from a source CV and that we input and save something in this linked CV, by default when we close this pop up window, updated or added data does not show in original CV. We need to manually refresh the source CV to see update of input done in linked CV. Does anyone know of a way to automate the refresh of the source CV upon closing the linked CV's pop up window? Thanks for your help!

How can I format this cube view to not display column names after it's been identified once? I want to retain the first instance of the Consolidation member, Local and Elimination (in red) but not have to see it more than once (in purple).

How can I visualize the Intercompany Matching via Workflow. I tried looking in the app but nothing appears. Or how to do  the process for an   Intercompany Elimination. 

Seems I have found a bug, not sure if this is the right place to get it solved. We have a calculation where we use text3 on the customer, which is the country code to find the freight rate on the country customer with that name. In the latest forecast the calculated numbers were lower than expected. While checking there is no value calculated for customers with text IN, Indian customers. The Cubeview I created now to check gives below message: Text in the Cubeview is: U3#39939, U3#30612, U3#Customer.base.Where(Text3 = 'IN'), I tried also Text3 startswith IN and Text3 = IN, all give the same message. When I change to IT (for Italy), there is no error. Somehow IN is invalid for this purpose it seems. Any idea how to solve, I can give it a different text, but would not be consistent.   Thanks in advance Ben

Hi All, We've recently encountered a problem whereby a OneStream journal entry booked in local currency at year end 2023 is not reflecting correctly in 2024. In the example provided below you'll see that the local currency amount has rolled forward correctly, however this is then not being translated to our reporting currency (USD). We've tried looking through the BR on the flow dimensions but haven't been able to identify the source of the problem. Any help here would be greatly appreciated! Thanks, 

hello team, new in OS , i need help if someone works on this tool.i am wondering if there is an equivalence of the hfm functionality "org by period" in OS ?is it possible in OS to manage the structure on a “Time sensitive” basis, and to have effective dates for changes ? i am aware that it's possible to do the changes of % of ownership or even change of type of ownership (full Conso, equity...) by period but am wondering if it will be possible if a change of the parent of the entity and having two hierarchies existing on the same cube/app thank you in advance

Hi - I'm trying to create a new application, but encountered the following error message... Unable to save 'Application Reference'. Invalid parameter.  User Interface Stack Trace: Server stack trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)at System.ServiceModel.Channels.ServiceChannel.EndCall(String action, Object[] outs, IAsyncResult result)at System.ServiceModel.Channels.ServiceChannelProxy.InvokeEndService(IMethodCallMessage methodCall, ProxyOperationRuntime operation)at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message) Exception rethrown at [0]: at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg)at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type)at OneStream.Client.SharedUI.ApplicationAdminServiceReference.ApplicationAdminService.EndInsertOrUpdateApplicationReference(IAsyncResult result)at One

If a member has no parent then it's an orphan but if a parent member had children and they all get moved, the former parent is now... Regardless of the term, this company loves to do big reorgs a couple times a year that leave whole branches of a hierarchy empty. It's put me in the weird situation of having to hunt down these obsolete (disowned?) parents and manually remove them because they're now base level members with data and consolidations don't clear them the way I expected. From a technical viewpoint, I can see why this happens, as it's now just a base member that happens to have data and the consolidation doesn't particularly care *how* the data got there so it's not going to remove it. It's just... counterintuitive, unwanted, wrong, and generally annoying. For the most part, they've just orphaned the offending ex-parents and ignored them, forever. The few they have deleted have been cleared via the rather laborious method of creating a new (empty) member under the obsolete pa

Has anyone else see any issues running the OneStream clients on Windows 11? We are testing OneStream on Windows 11 and we keep seeing the error message "The specified data could not be decrypted"  when attempting to access a few modules such as Cube Views, Dashboards, Business rules, etc.  I believe it's a .NET issue since the error can pop up in either the Desktop client, Web client and Excel Add-in.

We have two 8.2 environments with PLP SV 101. In one environment, all of the parameters for the register field lists display as expected. In the other, the same fields are blank. However, we know there is indeed a value there as the plan calculates correctly and we can see the resulting entities in the export to the cube. For troubleshooting purposes, we’ve been using the entity field (aliased as Department in our solution.) The Register Field List setup is entirely conventional: The parameter is configured the same in both environments: The function in the business rule that it’s calling is the same in both environments. I’ve tested the resulting SQL in SSMS and it returns valid values. I temporarily added some logging to make sure the method was actually hiring and returning a data table as expected; it is. The fact that it does populate the entities when calculating the plan data suggests all of this is fine and it’s just a display bug but nothing I can find seems to allow it to d

Hello, Could you tell me if there is a way to search in which cube views a certain member is used/referenced ? I thought of doing a export of XML and do a search in notepad++ but maybe there is a better way/more user friendly for administrators which are not technical (which is the case for my current client) Thank you Matthieu

Hi everyone. I would like to see in which section I should put the name of the UD5 in an entity, since I see that it has a section for that but in the text part I see that other configurations also, so I would like to know where to put it so that they are connected, as well as about the UD5, about where the entity should go so that it is also connected. I do this because I want to try to make a connection equal to that of the IC with the entity Entity UD5  

Hello, We are currently seeing slow consolidation times after we copy data from one scenario to another. If we run a force consolidation in the source scenario the full year takes around an hour or so. When running the consolidation in the target scenario it is taking 4+ hours to complete. Both scenarios are using the same scenario type.Anyone have ideas on what could be causing this issue? Seems odd that the same data set would have such huge deviations in run times. This is the second quarter we have seen the issue.  Thanks for your help! Tim

Hi all,  I use the dashboard to trigger data import from external database. After successfull import I want to make the workflow step (type Workspace) complete by calling SetWorkflowStatus. Strange thing is that is does work when I directly call the Extensibility rule from Button, but it does not when I call the same rule from data management process. Do you know why this happens and how can this be bypassed?  Thanks for help! Pavel  

In developing applications, I prefer to group objects intuitively using standardized naming, alphanumeric sorting, and hierarchical grouping.  Dashboard parameters use the "Sort Order" property to sort, which for me adds unwanted cognitive load to a development process.I developed the code below to automatically sort and group parameters the way you would expect them to be sorted to get around the need to specify Sort Order. Implement as an extensibility rule and run it from the editor.  After the rule is run, copy, paste an existing parameter, then delete the pasted parameter to force a refresh of the list from the server.  Be sure to remove this code from your production applications. C# using System; using System.Data; using OneStream.Shared.Common; using OneStream.Shared.Database; using OneStream.Shared.Wcf; using System.Linq; using System.Text.RegularExpressions; using System.Threading.Tasks; using System.Collections.Generic; namespace OneStream.BusinessRule.Extend

Hello, I'm looking for a member formula, or business rule to copy data from an entity to the IC entity, where also another UD member is substituted. Example of source data: Cb#100:E#3100:P#?:C#EUR:S#May_C2:T#2024M5:V#Periodic:A#ICfreightPrice:F#Calc:O#Import:I#3342:U1#110F:U2#3100:U3#3344:U4#4002177:U5#None:U6#None:U7#None:U8#USD Destination: Cb#100:E#3342:C#Local:S#May_C2:T#2024M5:V#Periodic:A#ICfreightPrice_Pur:F#Calc:O#Import:I#3100:U1#None:U2#3344:U3#None:U4#4002177:U5#None:U6#None:U7#None:U8#USD So entity becomes IC, U3 becomes U2. To substitute 1 I can use a For each loop, but how can I add a nested For each? thanks a lot for some guidance. Ben

We are currently building a simple form for Shipping Days that allows a user to input an entire year's worth of shipping days all at once. We want this to be a Periodic view to align with how the client thinks about shipping days for each month. We are entering the data into our Actual scenario, which has a Default View of YTD. The below screenshot shows the basic form structure and the YTD row is there for reference. The initial data entry worked great. However, if I go back to a previous period to change a periodic value, I want the new periodic value to update for that month and keep the remaining periodic values the same. However, changing a periodic value squeezes the difference into the next month to keep that month's YTD value the same. In the below screenshot, Cell (1) was changed from 23 to 18 in March 2022. The March 2022 YTD amount updated accordingly. However, the periodic amount in April 2022 (Cell (2)) automatically changed from 20 to 25 so that the YTD amounts for April

Hi Experts, I am trying to use a member filter based on the Text property. Here are the sample text property values: Member1  = PASSTHRU~[False]|IPL~[False] Member2  = PASSTHRU~[True]|IPL~[False] I wanted to filter the members that have " PASSTHRU~[True] " in the text property, i tried the filter below but it returned no results: U4#Top.Base.where(Text8 Contains PASSTHRU~[True]) I do get results if i use U4#Top.Base.where(Text8 Contains PASSTHRU~), but as soon as i add  " [ " character, it doesn't pull any members.  Any suggestion would be helpful. I tried all the below formats, nothing worked: U4#Top.Base.where(Text8 Contains 'PASSTHRU~[True]') U4#Top.Base.where(Text8 Contains [PASSTHRU~[True]]) U4#Top.Base.where(Text8 Contains PASSTHRU~[[True]])

Hi All, Is there a way to set up default workflow POV period each month for users instead of them going into the tool and changing the period .     Thanks in advance.  

My company is implementing a new ERP system and I need to map the new accounts into our old structure. I am fine with the transformation rules I simply extract out make changes and load back up all is done in our Dev environment. My issue is how do I download to add accounts in the dimension library, If i added manually it will take forever.    Thanks in advance Mark