Application Build

We are exploring pros and cons of enabling  Onestream access to our global users using Citrix / Azure virtual environment. Primary reason are, to reduce the .net installation in individual desktops, control excel temples from a central team etc..Could you please let us know if there any others who are using Onestream from a Citrix / centeral environment ? if yes, how is the performance impact of Onestream vs a normal desktop environment ? Do you have any learnings /feedbacks from their experience which you can share ?Any other items we should consider before taking this path of Citrix / Central Onestream access approach ?Thanks for your time and inputs. 

We are (officially) migrating our archived, pre 2020 data into OneStream (from our HFM archived environment) does anyone have experience with this, tips, and tricks? Our thoughts are only loading data into the entity and account dimensions since we won't need to transact as it's post-close/post-calculated data. Any advice or support would be amazing!

Hello,Is it possible on the same quickview to cross both Time and Scenario Filter?For example I need the cross of  :Time "2022" with scenario "ESTIMATE"Time "2023" with scenario "Planning_2023M10"But I have some datas on 2023 cross ESTIMATE I don't want to see.Attached what I have and what I need.Thank you! 

Hi,I've been using a data management step (part of an archival sequence) to copy data between Scenarios and archive data. It has worked well in the past but now I'm getting below error when I run the step."Error processing Data Management Step 'step_SeedForecastMonths'. Arithmetic overflow error converting numeric to data type numeric.The statement has been terminated. (SQL Error Number -2146232060, 8115, 3621)"Any ideas as to what would be causing this ? I verified the data and I seems like the copy did work for the period selected however the error message still pops up.  Thanks in advance!JT

Has anyone switched External Authentication from AzureSSO to OktaSSO?  How did that process go?  Was it seamless or were there user login issues? I'm trying to get ahead of this as my company is looking to convert all logins to OktaSSO.

Hello,We are doing an implementation and my client needs to be able to have one legal hierarchie and one management hierarchie, the twist is I need to be able to share the accounts between the two.Example:Legal parent     AccountManagement parent     Account (Shared)I can't use extensibility because the two hierachies share no similarity whatsoever, the only thing they share is GL accounts. In my Oracle days that would be a piece of cake, but for some reason I can't make it work in OneStream Accounts dimension.Thanks in advance 

Hi All,  For some reason, local entities are translating incorrectly to reporting entity - they are not using the FX rates given. The FX setting are to use scenario FX rate setting (see screenshot), not the cube.  When doing the recon - I identified the differences when translating (see screenshot). Additional, it's taking amount not reported in local entity, and reporting it to reporting entity.    What could be the problem?

Hi,sorry the basic question, I have noticed the Cube POV can be saved as a file (Save cube pov to favorites). However, I have not been able to do the opposite, to set the Cube POV from a file. How do I do that?Thank you

Does anyone know whether it's possible to modify the Excel journal upload template to force upload to multiple individual periods from that one file?If it's possible, can anyone provide a brief how-to for setting something like this up?  The request is to be able to upload this to a forecast scenario so it's really outside the normal parameters of a typical journal.I know one easier alternative is to create an _ADJ member and just load the data to that but that's not the ask from the team.Would be grateful for any advice.  Thanks

Hello, In the SQL table editor component, we can define namely the Schema Name, Table Name, Table Column Names, Where Clause and Order By Clause : However, I am using a Table that has encrypted data, so I would need to use my symmetric key when loading the table. For that, I need to write an SQL statement beforehand : OPEN SYMMETRIC KEY MyKey DECRYPTION BY CERTIFICATE MyCertificate; and a CLOSING statement : CLOSE SYMMETRIC KEY MyKey;  However, the SQL table editor component doesn't allow to add these fields. --> Is it possible to add these statements when the SQL table editor opens ? Could it be done with a business rule ? More generally, how can we handle encrypted data ? Regards,

Out of curiosity, are there any folks out there that have opted to have some "Generic" users/licenses versus specific named users in their environments? A couple of places where I think a generic would be relevant is when giving auditors view only access to the application. If there is a team of 3-4 auditors who need view only, would it not make sense to just create 1 generic user?On the flip side, what are big reasons people choose to go the named user route besides the obvious ones of audit trail for data loads and form completions and workflows?Just trying to get an idea of how popular generic users truly are when I personally have only seen the named user route. 

Client has a requirement to manage percent ownership data on a monthly basis and also use Organization by period. They would like to use a form for that. Is there a way to take the data from the form to Percent ownership type property so that we can still maintain the Org by period.

Hi, we received the following error message in OneStream on some of our scheduled data management tasks; these tasks load workflows by pulling data from an Azure system."Summary: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user. (SQL Error Number -2146232060, -2, 0). The wait operation timed out"My understanding is that the this indicates that OneStream cancelled the operation (and failed the task) as Azure took too long to respond. How would I go about preventing this issue for the future? 

Are there any standard integrations or connectors for OneStream and CyberArk?CyberArk is a tool that stores credentials and logs/records user sessions when performing ad hoc maintenance, patch installations, bug fixes, configuration changes, etc., that require elevated administrative access.We would like to use this tool for OneStream when promoting changes into our production environment, and our IT organization is wondering if there are standard connectors between CyberArk and OneStream. 

Hi, looking for experience and OS counterparts for support to automate ( plugging it directly in OneStream from source) FX Data Feed. Concern currency is USD.Which source are used - OANDA, Eurpean central bank or other sources? How does this work to get actual closing Rate, YTD Rate and for information purpose monthly average rate in the system?Actually we are loading every month from ECB into csv, working in excel - convert from Euro into USD for each currency, closing, YTD and average and than loading - set cells - into OneStream.Thank youAngelika 

HiWe have a requirement where users need access to all entities in the organisation but only for a specific set of accounts.Currently we have a simple security model where users are restricted by Entity. I was hoping that I could create a Cell Data Access Security rule that will give them access to entities outside of their group for the specific set of accounts, but it feels as though the Entity access overrules the Cell Data Access Security?To be clear I have Group A and Group B, restrictions  defined below.Group A :- Full access to all Group A Entities- Additional access to Group B Entities (for specific set of accounts) Group B :- Full access to all Group B Entities- Additional access to Group A Entities (for specific set of accounts) 1. Is it possible to grant access as I have described and am I just doing something wrong?2. If the approach I am taking isn't the correct one, what is the best way to implement this kind of logic? Thanks,Mark

Hi, I am looking at the Splash Berlin landing page and was looking for some guidance as to how to create the 2 lines of buttons at the top of the page as I'm trying to create a landing page at present. Thanks for any advice.   

This feels like it should be easy, but I'm struggling to get it working correctly... We're trying to build-out a variance scenario where folks can enter data to bridge their forecast to actual. Our set-up is similar to the variance set-up in GolfStream where we've created a variance scenario, a few dedicated variance accounts (Sales, EBITDA, etc.) and then flows to house the different drivers of the variance (e.g., volume, mix, etc.).Where we're struggling is with the View set-up. We would like to have users enter variances for MTD activity only, but we want the MTD data entered to total up to a YTD number (i.e., enter discrete values for January, February, and March, but then be able to use V#YTD in a report to get the total of the Jan/Feb/Mar variances entered for a given account/flow combination). I've tried setting the scenario up for MTD, and the form works fine for the first month we tested. However, when we open the form that's we've created for a subsequent month we get the val

In the case of a parallel hierarchy the status of the entity changes if the data is modified on the scope of another hierarchy,Example: Entity A is 100% owned by parent A, and 90% owned by parent B; we enter the scope with Parent A on the 1st of the month, we launch the consolidation with scope A and the entity has an ok status; on the 20th of the month we load the scope with parent B; the status of the entity is changed under parent A as the scope data is entered in local and the parent becomes a partner.How can we ensure that the status of A does not change under parent A after changing scope B? THANKS

I'm having trouble setting up local OneStream Server in my system.  

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT