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I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke
Dear Team,I saw this topic few times, but with none solution - hopefully this feature was implemented.Is there a possibility to set OneStream in dark mode? Thank you
After an application copy , We usually go to the newly copied application and disable/delete the tasks.TIP-> You can press CTRL+A or can select multiple task by pressing shift and then Delete it.It might be that you already know about this, but just sharing the tip for the wider community.
Good afternoon,Can anyone share their experience of the potential impacts of switching the Cube Consolidation Algorithm Type from "Standard (Calc-on-the-fly share and hierarchy elimination)" to "Org-By-Period Elimination"? I am balancing the decision between making a second cube with the different algorithm type vs changing the algorithm type of our current primary cube.I'm curious if anyone has any experience with the algorithm type outside of OneStream included documentation (see below) like consolidation time performance impacts."Org-By-Period EliminationThe Org-By-Period Elimination Consolidation Algorithm Type uses the calc-on-the-fly Share – as in Standard – but has unique elimination considerations. When determining if the data cell’s IC Member is a descendant of the Entity being consolidated, this Consolidation Algorithm Type considers the position of the Entity in the hierarchy and also checks the Percent Consolidation for every relationship down the hierarchy. If Percent Cons
Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.
Hello,Is there a way to give access to a user to modify a specific member on the metadata (specific scenario) without assigning them to the group of manage metadata ?thanks,
In the application I'm building, I have a need to make several insert/update/deletes for different custom tables, but the database call for those changes should happen within a transaction. Are there any OneStream API functions that will include the ability to run the database call as a transaction? I could just use the .NET Framework approach (SqlCommand), but then I'm a bit off the track.Cheers, Frank
Is it feasible to implement extensibility to an account dimension with data loaded?Currently, all base and parent accounts sit in the same TopAccounts dimension. No extensibility was configured initially, so the idea is to keep the base members in the same dimension while separating all parent level accounts into an intermediary dimension (AccountSummary) between Root and TopAccounts.Before:After:We were able to separate them out via XML manipulation, and the extensibility looks good within the hierarchy: It also seems to be correct based on the Extensibility solution:Additionally, since the base accounts are unchanged, we did not edit the primary cube dimensions.However, the data isn't as expected. For example, in our test QuickView, if you call a parent-level member in a member formula and do a .base expansion, it doesn't display the base members under the parent member.If you call out specific base members , data populates as expected. If you call out parent mem
Hello everyone,I have 2 scenarios in my application: Stat and Management. There is this one entity is not getting consolidated in the stat whereas it's getting consolidated in the management structure like any other entity.I realized the system eliminates receivables against this entity in the stat hierarchy even though the entity itself is not getting consolidated.1. Is it possible to make the entity behave differently in 2 scenarios using the ownership types? Design and ref doc basically does not say anything about the behavior of the methods.2. I don't want to map the amounts to IC None for Stat because the data is common between two scenarios.Any help is appreciated
Is there a way to filter a DataBuffer on DataType or StorageType? I'm running a business rule in T#2023Q3. This business rule gets a data buffer for an account. I was expecting the data to be for just the current period (T#2023Q3) which it does however it also brings quarters Q2 and Q1 which I was not expecting! I don't want this "IsDerrivedData" brought into my data buffer. How can I filter it out? ' ƒ WOW! - As we advance the Time we bring in the current and all prior periods. So 2023Q3 brings in data for Q3 AND Q2 AND Q2! ' Filtering by time doesn't work "RemoveZeros(T#2023Q3:A#A_BSRCarveout:C#None)"; IsDerrivedData, StoredByNoActivity dragged in, why?!?! Dim BSRCarveoutDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("RemoveZeros(A#A_BSRCarveout:C#None)")
Anyone have something they use? Seems like OS has never provided a nice little reference like this. Thanks in advance for anything anyone wants to share.
Hi,I would like to explore the way to update OpenApplication security role via Business Rule. Any help/suggestion would be appreciated.
I have a grid view with a list of items on my home page and I would like the user to be able to select an item. This will then open a new page. Everything on that new page will be related to that selection made (tables, labels, etc.). I could then go back to my home page, leave the first selected page open, and then open another page for a different item.Any suggestions on how to get this to work?Tried solutions:- Fix the session state of the newly open page with the parameter value --> Once you do a full refresh of the page then the parameter will update to the latest selection made- Supplied parameters --> This is a good solution for a dialog screen, but when you open the dashboard as a new page the connection seems to drop here and it actually pops-up a dialog box again to make a selection on the new page.
Hi everyone, This is a new application and I cannot start OneStream using the shortcut. It gives me the error below. I am still able to open the app but needs downloading it everytime.I checked this note but it did not work:https://onestreamsoftware.service-now.com/sp_cloud?id=kb_article_view&sysparm_article=KB0011265&sys_kb_id=9aaf3adf1b136010b7ec8557624bcbe6&spa=1Also here is the error message in the details:ERROR SUMMARYBelow is a summary of the errors, details of these errors are listed later in the log.* Activation of https://*****.onestreamcloud.com/OneStreamWeb/ClickOnce/OneStreamDesktop/OneStreamDesktop.application resulted in exception. Following failure messages were detected:+ Your Web browser settings do not allow you to run signed applications.
Hi All, I have a combo box that is in the main dashboard called cb_OnMaindash. The combo box has a parameter linked to it (i.e., a bound parameter) this is delimited list parameter called dl_ComboBox_param. The display items (dash1, dash2, dash3, dash4) and value item (Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4). These value items are actual dashboard that I am trying to pull when ever a user selects a specific item from the combo box. Parametername: dl_ComboBox_paramparameter type: delimited listdisplay items: dash1, dash2, dash3, dash4value items: Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4Combo BoxName: cb_OnMaindash The issue is when i am testing this and select dash1 the dashboard is loaded but the item displayed on the combo box is wrong for example it would display Dash3 instead of Dash1. same thing if I were to select Dash2 and it will either display Dash1 or Dash3. it will only update the selected item if I click the se
I was curious to find out if there is a way to have Grammarly work with OneStream XF in order to get real time spellcheck and grammar check for narratives and annotations.
I am displaying a list of members in a listbox on a dashboard. With the format IsMultiSelect=False, the members with an underscore display correctly. When the format IsMultiSelect=True is used, the underscore in the member name is not shown. The listbox knows there is an underscore because I display the selections on the dashboard and they display correctly.Before I raise a ticket with support, has anyone met this before and has a workaround? Or am I doing something stupid?Thanks
Hi, I am loading periodic data and in some periods there are derived amounts (due to no periodic data for some periods). The YTD values appear as derived data. However, the parent entity isn't rolling up correctly because the parent is not including the derived amounts of the children. What is the most straightforward / best method to include the child's derived value in the parent value for the entity to correct this? (I am ok with storing the children's derived values, but not sure of best method for that, either.)Thank you!
Hi all,Has anyone found a smart way of deleting unused / old cubeviews? Manually deteling one by one takes very long time.Thanks in advance.Buket Pedersen
Hi Team, Hope you are doing well and I would like to know the process to provide access to a particular dimension as user is facing an issue Steps I performed: 1.Created a group under System 2.Created a user with OKTA verification 3.Updated the group to the dimension in Access Group property. 4.Assigned the user to that Group But user is getting as below Error: Application access denied because user account is not found or has been misconfigured. Contact your system administrator. Thanks
Hi OneStreamers, I have a set of scenarios for forecast, rach one must have its own rate tables. Is it possible for me to use only one rate type and combine that with each scenario to input the rates ? Thank you, Adam
Hi,I would like to add up all the children of the accounts and put them in the getdatacell, to create a row of Total, both for flow1, flow2 and flow3
We have built a custom model in a dev environment and now want to migrate this to a user test environment. The build includes a number of database tables that we want to copy between the environments as they contain a large amount of data that needs to be used by the user test and will also be required to be migrated to the production environment. Is there a way to copy database tables between environments, there doesn't seem to be anything obvious in the Load/Extract object list?
As we cannot filter the Tree member expansion, is it possible to create a custom Tree?If not as a custom expansion, perhaps a code that returns a tree i.e. XFTreeItem?Dimension:AccountParent1 + Member1 + Member2 +Member2.1 +Member2.1.1 +Member2.1.2 +Member2.2 +Member2.2.1 In the above account dimension, I dont want Member 2.2. I just want the ultimate Parent1, the next level (Member1, Member2), and all base members. The result would be something like: Parent1 + Member1 + Member2 +Member2.1.1 +Member2.1.2 +Member2.2.1 Thx
I have tried with the suppressions to make the cells that have 0 disappear but it has not been effective. In the first cell I would show how the data is arranged, and in the second image how I would like it to be
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