Application Build

Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hie

We need detailed logging for troubleshooting and investigation of issues, so we have Detailed Logging=True. When set to True we like to hide all the details for the end-users when an error prompt is shown so only the administrators or specific role have access to all details in the detail logging.

I am taking a copy of an application to create a Sandbox for the users to test things. I have been using the document 'How to make a copy of a OneStream XF Application' which I found on ServiceNow. While the document explains how to take a copy it doesn't explain the options. I found I have to select the option 'Create a New Application Unique Id' when renaming the application: I can't find any reference to it in the 'Design and Reference' guide nor the Foundation handbook. I think it means that by renaming the application, you are creating a new application separate from the source application rather than simply changing the name of an existing application. Can anyone confirm or correct?   Thanks Marcus

The size necessary to buffer the XML content exceeded the buffer quoto while try to submit a journal entry..

Hi  Do we have any process or procedure which helps in migrating OneStream application from one environment to the other.We are aware of application load or extract. Do we have any another best process which can help in migrating to adopt only recent changes to application. ThanksChand

I currently have accounts tagged with a text value within Text1 default. There are rules which refer to the text value.  My question is, if beginning in 2022M6 (for example), how can I set this text value to blank to make sure the formula no longer runs on this account. Let me know if there are any thoughts outside of entering spaces or a different value.  Thanks for the help. Cheers!

Hi All, I am very new into the OneStream world. Wondering for those OneStream Functional Administrators out there, do you have the “Administrator” role or it is just for the IT team? I have been a techno and functional guy in the HFM world for many years, so I am not used to lose the admin rights. Just want to see whether it is a common practice out there that I need to adjust. Thanks in advance! * This post has been migrated from Champions

Hi Team, I would like to understand how you are managing the Entity changes on a monthly basis. For eg: the Entity name in 2021 M6 is San_Jose_213 and it is changed to SFO_213 in 2021 M7. If I choose the rename option, then 2021M6 cube data will override but custom tables created for our requirement will remain with the old MEP name. On the other hand, if I chose to create a new entity how to intact both the entities for future reference

I can have less detail in a base cube. Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I have a client that needs to demonstrate to their auditors that no one except the IT group has the ability to create and delete users. When I use the Security Audit Report it shows the security roles for the application related functions but it doesn't list any of the "system" security roles such as "ManageSystemSecurityUsers". Is there another report that would provide this information for the auditors?

I may have a requirement to filter a member list based on the project manager. Whenever data is loaded the PM assignment may change. I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible. Leverage a text field to input the project manager name.  Then use a variable like UserName or  UserText to create a member list. Is it possible to create a member list/parameter using |UserName| or UserText variables      U2#TotalProject.Base.Where(Text1 Contains |UserName|) Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field? Load the PM into a data cell using the View member “Assumption” and None for most other dimensions.  Then trying to create a member list with logic..something like where Username=Assumption value of current period. This removes the need to update Text1.  If it could work, I think the evaluation time

An account can exist in multiple account dimensions. Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello all, Asking for a client: they've been live for several years and they would like to perform a clean up of their security user groups. They need to obtain a list of the groups that exist in OS that are no longer used/referenced anywhere in metadata, workflows... Pre-built Security reports do not offer this. I'm guessing we need to put together a query to the DB but I don't know all the tables that reference a user group ID. Can someone help please?

Hi all, do you know if there is a way to put a conditional formatting based on element properties? Like haschildren, text1 = to a certain value,....? This is an example of what I would like to put in the conditional formatting box. But I don't know if this is doable and if yes, how? Thanks in advance for the help Marcello    

Hi All, I am new with OneStream and I am taking the ReadyTech Lab exercise-- Implementing_OS_Lab_3_Starting_with_Workflow_Exercise.   The requirement is to select the BudWorking-Budget Working Scenario as shown below.       However, in my application, there is no BudWorking-Budget Working Scenario. I have followed all the steps in the instructions. What might be the problem and how could I fix it?   Thanks a lot in advance!   Kind regards, Mulin

Hi everyone, Is it possible to call the Rebuild function in VBA ? The goal is to update a Quick View by typing in a new period to avoid going into Member Filter and change the period manually (workbook contains multiple QV (ext. I know that Time Functions can be used so users can update through Cube View but the client insists on building a macro.

Hi there. We are busy with the design of a management reporting and Statutory consol application. Their current year end is June but will probably move to a December YE from end of 2024. As the Time Profile is linked to a Cube the easiest way will be to create a new cube for the new YE data. As the proposed structure of the Management reporting solution will contain many cubes this may be proof to be problematic. Does anyone have a case study where this was done or does anyone know what is best practice in this regard?

  At the moment the Aggregated member uses the IsConsolidated property to aggregate or not. Do I have any option if I wanted to aggregate a member but not consolidate it? With the introduction of the new member Aggregated, is there going to be a IsAggregated property created or will it always work with the IsConsolidated property?   Thanks

Hello, The design doc says that "Any cell in any grid can contain a data attachment. To attach a file, right click on any cell in a data grid and select Data Attachment for Selected Cell". However in my cube view when I'm following that and when I'm on total year for my budget scenario and total accounts, I get the following error message (it works to add a text for each of the single month for same intersection) Would you know if I am missing anything in the set up of my cube view or about limitations in regards of data attachment ? Thank you Matthieu

Hello! Can someone point me in the direction of the definitions for the status numbers on the Data Records table? I also submitted the question to OS support because I can't find the info anywhere. Here's where I mean:  Thanks!

Hello, I want to schedule daily and weekly backups/restores for the OS application. This backup would be used to restore the whole application if something had to happen. There's an extensibility rule that can be scheduled to extract all the application artefacts. The rule has some limitations as it extracts artefacts but not the data.   Is there a way to create daily backup of the whole application including the data ?

Hello Team, Could you please share if there is document for analysis all the logs. Regards, Praveen

Hello All,  I need some Quick help . is it possible to create a Child under a Base member that has a value. for example in my UD2 dimension i have Book A1 it is the Base member and it has data in it. If i try to create a Child under this A1 , Child A1_C. i am losing view of the Data . Is it a Cube View issue i need to resolve . or its not possible to create a child under a base member that already has values in it ? 

Hello, Do you know if there is a way to display in a dashboard the users / entities access by user / the type of access (read, write...)  Thanks, Regards, Harry

We have several equity accounts with "USDOverride" entered for Text 1 in the "Vary by Scenario Type And Time" section of the member properties. Those accounts are not translating from local currency to USD.  Any ideas why that would be? Thanks!