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Hello! I need to use the same entity hierarchy in my second cube. In my second cube "marketing" I need to use the same entity hierarchy that I'm using on the first cube "Business". I need it because both cubes will be load entity information for the same company (same code) ,in additional the "Corpo" cube, If I want to have the total "spain" using this configuration I do not have it. Let me show an example: Thanks!!
Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled. Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour. Sometimes the consolidations run long if they overlap with Process Cubes. Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages? They did express resistance to being added to email notifications that our administrators get each hour. I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)
Hi, I have an Extensibiity rule which uses the "Imports WinSCP" command as is used to connect to an SFTP server. The rule works fine. I have just made a copy of the rule within the same application because I wanted to try and make some changes, with the only difference between the two being the name of the rule, but it seems the "Imports WinSCP" command is not recognized in the new extensibility rule, despite being recognized in the old one. Any idea of what I could might be doing wrong? Thank you
Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv
Generic Error Connecting after Upgrade from 711 to 722. Followed same process used to Upgrade from 681 to 711. Had no issues during Upgrade to 711. Server 1: Web & App Server 2: App Server 3: SQL DB Backed everything up. Stopped AppPools. Uninstalled OneStream 711 from Web & App. Installed OneStream 722 on Web & App. Upgraded backend Framework & App DB. Updated ASP.NET Config File. Updated Web & App Config Files. Updated IIS. Restarted. Everything starts up. Can browse to the Web & App Server resource folders in IIS Manager. Had to enable 'Directory Browsing" for each first of course. Had to "Allow unlisted file name extensions" for 'Request Filtering' for Web. Onscreen error: Unable to connect to server using address 'http://web-server:50001/OneStreamWeb'. Event Viewer Error: Inner Exceptions:Unable to access application server using address 'http://Web-Server:50002/OneStreamApp'.The content type text/html; charset=utf-8 of the response message does not m
Hi All, Hope you are having a great time with OneStream! I am trying to provide only View Access to some users but it looks like I can't. I have set for a specific user the User Type as View and assigned this user to the group "View Only". I then placed the group "View Only" to the Security Role "DimensionLibraryPage". The user is only able to see the DimensionLibraryPage, but he can still delete members in the dimension library. Any idea what of what I am doing wrong? Is it actually feasible to provide view access only? Thank you very much!
Hi, Is there any option to restrict some of the users to post unbalanced journals ? we are able to restrict it in the journal templates. But we also want to restrict when user try to create by clicking on "Create Journal". Using the event Journal rules, we are able to restrict for all the users ( Including admin). Need the solution to limit this to section of users. Thanks.
I know that there is the comparison utility, however I would like to compare extensibility in a cubeview. I am looking for a Dynamic Calc which gives me True or False if an account is part of the SummaryAccounts (compare the SummaryAccounts with the DetailedAccounts)In the cubeview rows I will retrieve the A#DetailedAccounts.TreeDescendantsInclusive. In the columns I would like to have the dynamic calc which gives me true or false (in V#annotation) if part of the SummaryAccounts.The result should look like this:Somebody who already made/tried this? Or has a better solution?Regards,Arjen
Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have. Thanks, Nicole
Does anyone know the max number of characters when entering text into the annotation field? Thanks!
Hi is there a way to display account (or any other element desctiption) while entering journal entries? Thanks, Marcello
We have an entity that has been sold and it's last data load into OneStream was in October. We need to load the same data into November and December. I can do a Data Management copy job to load that same data with no issues. This data contains local currency entities. The issue we need to solve for, is this data needs to translate at the October rates for November and December so that at the top of the entity structure the data remains the same values, and not take into effect the November and December exchange rates. Trying to figure out the best way to accomplish this. Thank you!
Hi all is there a way to setup intercompany reconciliation reports to display company "codes and descriptions" rather that the simple company code? Thanks Marcello
Hi Community,Is there configuration available to restrict users such as administrators from having the ability to submit and post (their own) journal entries? In practice we would not do this but from a control perspective would like to be able to show that we can prevent it from happening. Thanks
We are currently deploying several OneStream modules [e.g., Consolidation, Account Reconciliation, Planning, etc] and several users reported while working through monthly Salesforce contributions, they encountered a roadblock in which the OneStream Microsoft Excel AddIn is not available while working with MS Excel files in Box.com folders. Adding the OneStream MS Excel AddIn for the online version of Excel would provide a user a more seamless experience and eliminate additional steps for viewing/saving files.
Hello, I want to refresh a particular component on the dashboard when save action is performed on a cube view Any suggestions how i should approach this. Thanks Omkareshwar
OSAdmin We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views FTEs (Ending Balance) = Starting FTEs + Activity (Movements) Starting FTEs (Opening Balance) = Prior Period FTEs value Activity (Movements) (Flow) We are getting right results for periodic, not for YTD/QTD and Fiscal Year As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules Note:- Flow dimension is not being used and defaults "None" Any insights/guidance will be helpful Thanks in Advance
Hi All - Every time I upgrade OS I have 4-5 people that when they launch the OS shortcut it does not auto update. They have to reinstall. It seems to be the same people each time but I cant see anything special about them. Has anyone run into this and figured out what the issue is? Our latest upgrade is to 7.1 Note: I always have them close any open windows and then try shortcut. They have also tried rebooting. Any ideas? Thanks
Hi All, I am trying data cell access security to block access to specific UD1 members. These are members that should only be visible by global people. I have applied this: For the UD1 filter, this is the filter: U1#Top, U1#G_HQONLYREC, U1#G_HQONLYADJ But, when I log in with a test user, who does not have the group mentioned in the data access security, I am still able to see data. What could I be missing? With kind regards, Tim
We built only our different types of security (Data, WF, Access, Certify...) into Hierarchical structures. When using the SAR solution, it just lists all roles and does not say it is direct or indirect so for some users the list is very long. This has our Auditor very confused and asking why they need all these different roles when they really only have say 4. Anyway to run a report that would say this is direct (Parent Grps that Contain This User or Child Grps and Users) vs. indirect/Inherited (Parent Groups that Contain this Group).
All - I am working on Conditional Input rule and when I create a Finance rule & attach to the Cube business rule it is working but when I am trying to call the Finance rule or extender rule using DM job it is not locking the cell. Any idea? why it is not working? Any input is appreciated. Thanks Case Is = FinanceFunctionType.ConditionalInput'If api.Pov.Time.Name="2022M1" ThenIf api.Pov.Scenario.Name="Forecast" Then'If api.Pov.Account.Name.XFEqualsIgnoreCase("ReadAccts") ThenReturn ConditionalInputResultType.NoInput'End IfEnd If
Hello, I am trying to "translate" the system elements IDs of Origin and Consolidation dimension. I found that they are stored in the SQL database with the following IDs. SELECT distinct [ConsId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list176-136239-125737 SELECT distinct [OriginId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list -999-33-30-32-12 Can you help me reconciling the IDs with the dimension elements? Thanks in advance Marcello
Can we pass a parameter in the Cube --> Data cell access security in the member filter section? I have tried using a parameter for the time dimension and it does not seem to work. But if i pass the member directly it works ok. I have tried using Member list as well as Literal value types in parameter. Attaching a reference below:
Hi all, has anybody ever developed reports that connect directly to the SQL database? Do you know how security is applied? Is there an intelligent filter on the Onestream application security layer? Our doubt comes from this example: 1. we developed a simple report showing data of journal (table JournalHeader) 2. the report shows many journals posted on several companies 3. we published the dashboard containing the report in OnePLace 4. Logged as a normal user with access rights to a specific entity we can see journals of all companies So we think that security is not applied. We think that the same issue (security not aplied ) may happen to the standard "Application Reports" too. Thanks is advance for the help Marcello
Hello All, I have 2 questions regarding interaction between workflow standard functionality and user's rights. When we use form templates, by default users can complete/revert form or the complete/revert Forms workflow. My client would like to adapt this behaviour so that user can complete their form/workflow but revert can only be done by admins, hence those buttons should remain greyed out/inactive for end user : is it possible ? Also, when we complete a form or even lock centrally a whole workflow, that prevent any data input but still allow users to run calculations through buttons (which trigger data management jobs) that are present in the dashboard. Can we lock somehow the fact for end users to be able to run, or not, those calculations? Thanks for your help Matthieu
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