Application Build

In our date description the Januari month shows the wrong year. The date notation is correct, but de description in incorrect. Eg 2022M1 has a description of Jan 2021. This if very annoying and confusing for users in combo boxes at dashboards.   I have pinned it down to the wrong fiscal year start date was entered when our application was set-up.  The first period of data in the system is 2019m12. In the time profiles this was interpreted to a fiscal year start date of 12/31/2019.  When I change the fiscal year start date 1/1/2019 in a test environment to, the issue with the wrong year description in January is resolved an at first glance there are no other issues popping up.  However, because the time profiles are such a basic setting, we are hesitant to adjust his.  Question:  1. do you have recommendations for specific test we should run, before changing this setting 2. are you aware of a work around how the specific January description can be adjusted

Now I have it in two places on the tree.  It includes children with data.  I need to delete the one I just created, including all of the children, but I'm getting an error that says it can't be deleted with data. How can I go about fixing this?  

  Given a situation, determine the correct properties for the Cube. Certification Exam.  Workflow The most common setting Is Top Level Cube for Workflow (Main Cube) = True Project requirements dictate Suffixes for varying Workflow by Scenario Type Assigning Suffix by Scenario Type allows the same Entity to be assigned to different Workflows in different Workflow Cube Root by Scenario Type The best practice is to configure a suffix early on for common Scenario Types regardless of whether they get used. NOTE: These settings cannot be updated once data is loaded to a specific Scenario Type.  Leaving blank is defining the suffix as well. Calculation Consolidation and Translation Algorithm Type Most common setting = Standard Settings based on design decisions on how consolidation and translation to be customized. Recommendation – Only change from Standard to Custom on sporadic cases. Elimination and Translation logic should be done either on the Member using O#Elimination

I am getting error on clicking on any of the artifact inside onestream application after i have logged in. For ex - If i click on dimension under application , it pops out that error. Strangely the error is happening only for me and not other users. Do you know of any Local onestream user data folder which can be deleted?    

Does anyone know how to delete Annotations? I have a DM step and no matter how I set it, it clears the numeric data but not the annotations. I see code to set an annotation value but do not see any code that will delete annotations.   Any thoughts?  Thank you, Bill

Hi, since I am used to set many of the programs I use during my working day to dark mode, I was wondering if it is possible to turn the dark mode on for OneStream, and if that's not possible, is it something OneStream plans to introduce in future? Thank you

Hi all, does anyone knows about the limits of using the Direct Load method? Like # of rows, memory, parallel loads, or something else. Thx for advance

Hello,  I am new to OneStream. While adding dimension items below the root, it seems I may have inadvertently broken something. As a result, I am unable to view the dimensions—highlighted in yellow region below. Clicking ‘OK’ on the dialog shown in the screenshot did not restore access to those dimensions. I’m unsure how to rectify this or reset it back to normal. Appreciate any inputs on this. Thanks

I am wondering if anyone has changed the precision of the FxRate?  It shouldn't be to hard.  What I am wondering is if changing it would cause other issues ?  

Hi All, We are using the OneStream 'cloud' solution with the desktop application required to be installed to access the OneStream functionalities. We would like to perform load/performance testing for the application with 250+ users to check its performace under the load. Have anyone done performance or Load or Concurrency testing for OneStream cloud application which is accessed through OneStream desktop application? If you have done this testing before, please share the performance or load testing tool and protocol used for testing the desktop application of OneStream with cloud solution. Your help will be much appreciated. Thanks!

When migrating Financial Close Applications from On Premise to The Cloud , how much testing is required or recommended post migration e,g checking excel report retrievals to verify data as before , key close processes ,data loads , currency settings , etc ? 

What's the best way to load historical data to accounts that have extended accounts under them in OS. For example in our current system we have data in Corporate accounts and we recreated them in OneStream but in OneStream we also extended those accounts to have regions local GL accounts under Corporate accounts.   Current system only has amounts in Account2 but in OneStream going forward data will be loaded to regions local accounts (LocalGL100, LocalGL200, LocalGL300)

Hi All - I have a quick question on Periodic Data Load for Balance Sheet. If I load Periodic data to BS accounts, will it calculate YTD automatically? or we need to write a formula to get the YTD value. Any Input would be appreciated ? Thanks      

Hi Community, do we have a onestream admin copilot? i recently came across copilot for azure sql database and was really impressed by DBA capabilities. I was wondering if OneStream has similar product that let us administrators use a chat based interface to figure out why our cubeviews/formulas or data load processes are running slower and recommendations to fix that. Currently we go through system generated or developer generated logs to figure what is causing the issue and go through documentation and use experience to modify artifacts, it would be great if we have azure sql copliot like feature to help admins.

Hello,  Wondering if there was a way to carryforward V#Annotation inputs on BalanceRecurring Account Types (or any other Account Types) similar to how a V#Periodic input is carried forward on BalanceRecurring.  For example, we have the users selecting a text string in a data cell and would like that data cell to be carried forward when saved. When we click save on this BalanceRecurring Account, the text string doesn't carry forward months because no value is being stored at V#Annotation. V#Annotation:   However, we can change the parameter to have the value of a MemberID (Integer) which stores the value at V#Periodic and displays the String. At V#Periodic, this carries forward that string which is our end goal. V#Periodic: Due to the nature of the tables supporting these custom dropdowns, we would prefer to be at V#Annotation and carrying forward text strings that way. Has anyone encountered this or have solution to carryforward V#Annotation inputs?    

Hi Community, We are trying to set up Rest API call to execute Data Management (OneStream v8.1) call from external system (e.g. Postman) I followed the document for REST_API_Implementation_Guide.pdf and I am not able to configure the Bearer Token (we are using Okta as Single Sign-on).    This is not working,  I am wondering if something need to be done on the Okta beside the steps in the document;  

Hi, I'm new to OneStream and wondering if this Account rollup is possible using inherited Account dimensions? Cube 1 is the Main cube and needs to show all Accounts, but the Cube2&3 should only show & operate on a subset of Accounts within this Hierarchy Thanks for your help! Sincerely,David

Hi, Can OneStream work on Mac OS? If so, how?

Hi, I have  this workbook with 2 spreadsheets. 1. A tableview retrieving data from a Custom table. 2. A sheet with a lot of formulas to calculate some numbers.  When I try to copy a cell or range of cell from the second sheet it gives an error saying ' DocumentModel.IsCopyCutMode is false'. This happens only in OneStream Spreadsheet window not in excel add-in.   Any idea what could be the reason and how can it be resolved? Thanks

Is there any way for me to rename different scenario types(from the 24 scenario types) and also add a new one?

New to onestream and doing some training and have sandbox env to play around with it. I have questions on the cube design and extensibility.  I am trying to extend account and product dimension to fit to my three cubes even though level of entity will be the same in two diff cubes. How would I go about? e.g I want to reallocate my salary based on NetSales.Can I have two account dimensions? I cant think of how I am going to do allocation. Or I just need one cube & have everything in their but that will decrease performance, I guess.    

Hello! I'm an Enterprise Applications Business Analyst and we are looking for a RACI chart that shows the intended usage of the OneStream tool to better understand who and how to support our clients (Finance). We currently use Financial Reporting, Account Reconciliation (without Trx matching), and Capital Planning. Does anyone know if something like this has been created by OneStream? Does anyone have one from their organization? Thanks!

Hi everyone, I'm just trying to set up a sandbox of the OneStream server for my own learning.  However, I'm not very knowledgeable on the database side and am not sure how to set up the databases required for the application.  I've installed SQL Server Developer version but as I'm not a database person, I'm not sure how to create the underlying databases.  Unfortunately the OneStream guides I'm following don't go into the details of the steps within the database (understandably).  Does anyone have any guides or describe the steps needed to create the underlying databases for the server? Thanks,

Hi all, Short question. I have a message similar to this:  "Unable to delete member 'XXXX'. Error removing member. Member 'XXXX' has data. Same as in post Unable to delete Entity member - OneStream Community (onestreamsoftware.com) With the exception that the cube is clear (in total there are 2 cubes; one without data and the other doesn't use the dimension in which the member exists). Should it be data somewhere else? If it is the case, where? Thank you. BR, Carlos

With v7.4, it's now possible to create separate Maintenance Units, to isolate a "solution". But with that also the new "Dashboard Type" have arrived, including "Custom Control", but also a new Navigation Action on a button, called: "Forward Custom Control Action to Parent Event Listener" Anyone have experience in how this works, or where I can find more documentation or examples of the functionality