Application Build

Have you seen a KB / post that met the requirements for daily data?Please share your experience / practical advice to help us meet daily data requirements.- for Planning- flat files: Daily Data per Month- flat files: Daily Import- Reporting by Day by Month Thank you folks for sharing your expertise.

Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha

I am working on security groups; can we hide these sections to selected users? I can't find the right application/security role for this. Thank you.  

What do you use as guidelines to flip the "inuse" flag on accounts or entities? Do you wait until the entity balances are brought to zero in your source or some other trigger? What considerations do you make around any immaterial translation values? Interested to hear what your company is doing - thanks so much!  -Nicole

Is it possible to build a dynamic cube from multiple cubes?  For instance, could I build a dynamic cube that had income statement level data from our month end close cube and summarized headcount data from People Planning?  To my mind this is where the power of Dynamic Cubes would really shine.

Hi Community,Did anyone have successfully used VBA to connect via Excel macro?I had tried all of the connection code from the link below without success;Visual Basic for Applications (VBA) ProceduresRegards,Seang

Hi everyone,I was wondering where there is an alternative way to create and manage users within an application without using the 'Cloud Administration Tools' dashboard. Any help is much appreciated!

Hi All, qq--is there a way to disable SSO login for one account. we have one user created in OneStream as a contractor, and now we want to enable that user to login to OneStream application without SSO.Our OS app is configured with SSO sign, so we get a code whenever we login, but i wanted to overcome this to the Contractor id, is there any way that we can disable the SSO login.  Any Suggestions pls. Thanks in Advance. ThanksSatish P

Hi OneStream experts,Lets say a dashboard has 10 components in DEV and in PROD.Added 11th component  in DEV and want to move it to PROD by Extract and Load.Is there any  easy way to collect all related components of a dashboard?Manually collecting components is painful. What is the best secured way to collecting objects to move it to PROD? Thanks//Suresh

Hi OneStream experts,I was looking to understand if it's even possible to handle the load button from the Load/Extract section in OneStream using a specific EventHandlers of any kind.I need to be able to add validations whenever a Metadata xml file is loaded through the Load/Extract to check certain things of its content without falling (as usual) in a custom development from scratch.Hopefully someone is able to assist.Thank you!

T#2027:V#Periodic, I'm pulling the correct YTD P&L numbers for 2027.T#2027:V#MTD, I'm only getting the December number.How can I get the MTD number corrected on the total Year? It should match Periodic? Thanks.

Hi Everyone - Where do we have setting to configure Read/Write access to the folders in FileShare?  

In Grid view on the Account Dimension, when attempting to update the IsIC setting for an account I receive an Internal Server Error.I'm able to update the Is IC Account on the Member Properties view, however in Grid view it returns the error below: 

Please share your practical advice to help us assess the Data Size by Scenario by Year.- I failed to find existing KB or posts to help us meet this Data Size requirement. 🤯 Thank you folks for sharing your expertise.

Hi Everyone,If end user enters negative value in the input form. Save button or form should not save the value.Do we have any solution for it?

Hello!  What's your company's way of tracking OS changes and pairing them with approvals? Do you do it manually with a report out of OS that you put in excel and numbered to match the saved approval email in a shared drive? This is how I did it in a previous role where the changes were more manageable :)  Do you create a custom database table in OS and add a field to tag to those OS change reports to a ticketing system you're managing outside of OS?  Trying to brainstorm a more efficient way that meets auditors expectations but doesn't involve creating a full time role to pair changes with approvals. Any suggestions on how your company accomplishes this would be very much appreciated!  Thanks, Nicole

Hi all, for one customer we need to prepare a an input file template with cube views to deliver correct metadata (dimensions). The Idea is to prepare as much data and metadata from the applicatoion for the user as possible. We were not able to find a solution how to retrieve a list of all entities when the user has access only few out of all. So we switched to the Table view.We created a dashboard containing the spreadsheet with the template that is refreshed at load.The trouble is refresh itself. If I have a blank spreadsheet and add the table view there, the refresh (TV or the whole Sheet) is almost instant. If I have the template with just some Cube Views, it is also very quick (few seconds). But refresh of the same template with added Table View takes almost 2 minutes and it freezes the client and even the Excel if I use the add-in.Would you have any recommendations?

Hi all,I want to manage tabs on a dashboard in a programmatically way, showing/hiding them based on the result of an XFBR call (or similar).Can someone point me in the right direction, please ?Thanks in advanceRegardsFabioG

Hi guys.So I was doing some testing and I loaded some metadata wrong application. I have a recent copy of that application, is there a way to restore the application with the now wrong data using the copy?Thanks!

Hi, In our application Account hierarchy is Root>GL_Accts>SGL_Accts. The account A is created under "GL_Accts" heirarchy. The business requirement is the account A should move under SGL_Accts hierachy. Can we make change this change? please advise.

Hi,  Does OneStream require the OneStream provided 'Administrator' security user?  Can you tell me why it's required and how it is used? Administrator is a Native account, and our audit department wants our users to be SSO.  What would be the impact of changing the Administrator user account from Native to SSO? Thanks! 

We have a dashboard that was originally built in v7 that allows us to add an intersection of data to a CV . When you click on an intersection in the CV, the code takes the Linked Parameters from the CV and populates combo boxes with the members in the intersection. You then change one or more of the members in the combo boxes and click another button to add this intersection (by adding a penny to another account) which then shows up in the CV.  This used to work in v7 but now as we are testing this in v9 the linked parameters that are being passed to the code are not the current values in the intersection you are on. It seems to be passing old values.  Any thoughts?

A client doesn't want some users to see the OnePlace Pane and just navigate based on their landing page. There is an application security role for it and I updated that group to a specific group so its not set to everyone. When I test the user role that doesn't have the OnePlace Pane in their security roles, its not working and the OnePlace Pane is still showing up?

Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!  

Team I have list of users who have been added to a group under Security rules. But they are able to see only "OnePlace" pane on the onestream , but not the Application and System.  Can you please guide how to have them get the view of those 2 panes?