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Hi All, I was reviewing the following link below regarding strategies to reconcile historical data. Strategies for Data Reconciliation - OneStream Community (onestreamsoftware.com) I noticed the following statement "You can turn-on’ translation for periods when the translation is what you will use going forward. It is possible in OneStream to load parent currency. By simply using the Flow dimension, you can see how simple it would be to handle historical currency issues." Can someone please point me in the right direction in terms of documentation on how this is done / the details. Ideally from either the OneStream handbook, design and reference guide, or OneStream academy. Cheers!
Is there a way to enable Account descriptions in other languages like Dutch?
I need to move data between two mutually exclusive cubes. Cube1 (FinPlan) U3 dimension base level is ProductType, Cube2(SalesFcst) UD3 base level is SKU which rollup up to ProductType. SKU also has a Text6 field containing its ProductType Code. I also have separate Account dimensions: Cube1 uses FinAccounts for Forecasting, while Cube2 uses the SalesFcstAccts dimension To move the data from Cube2 to Cube1, I tried using a Business Rule using the api.Data.ConvertDataBufferExtendedMembers function Cube is an option: Dim summarySalesFcstData As DataBuffer = api.Data.ConvertDataBufferExtendedMembers("SalesFcst", "Fcast1", dbSalesFcstData) However, it didn’t replace the SKU with its ProductType. Does anyone know is this function will work between mutually exclusive cubes with different account dimensions. The second approach I would like to try is to extract the data from Cube2 including the SKU Text6 value of ProductType, then I
Hi !I'm interested to get data from the AuditFXRate table, however this table is not giving the Currency names, but only its ID.The problem is that, the Currency names are nowhere to be find in the datatable of the application ( it is not in the "Member", "MemberProperty" or "MemberDescription" table). The only plase I can get a reference of these currency is in the "AppProperty" table, where all currency are stored in one row.Needless to say, the table "FxRate" is not showing the Currency Name as well 🙂 --> Where can we find the CurrencyID + CurrencyName information in OneStream ? Regards,
Hi, I have account for which I don't want entity aggregation to occur. I have tried using the dimension for aggregation on entity dimension as FALSE but I have not received the desired result and its showing the invalid intersection and hence I am not able to input the numbers at base level. Moreover suggestion on account type are also required. any suggestion would be helpful.
Hello I have built a workflow structure for a statutory application where every legal entity has is own workflow. In the entity assignment only 1 entity is assigned to the specific workflow. Data load and input forms work fine because Onestream blocks user to enter data on an entity <> from the WF entity. Inside each entity workflow we enabled the user to post adjustments. But for journals Onestream behaves differently. Because when creating a journal, Onestream propose the list of companies the user has access to regardless which is the company assigned to the workflow. Here I am in the workflow of company 1. But Onestream prompt with the list of entities I have access to. So I can post a journal on entity XYZ on "company 1 workflow". So I am allowed to post a journal on an entity outside the assigned workflow. Is there a way to force the user to post a journal only to the workflow entity? Thanks, Marcello
Hello All, It might sound like a simple question but I could not find the code in snippet or elsewhere of how to grab in a rule a list of all groups a user is part of. Could someone share how to do that ? Thank you Matthieu
Hello All, I'd like to know if there is a way to have/combine somehow in a Cube View the fact to have the collapse/expand function that the .Tree expansion provides while still applying a filter on the member we want to render below the top member. Something like this in essence : TopMember.Tree.Where (text1 = 2). Seems we cannot apply a where clause on .Tree expansion, and I would anyway expect that the collapse/expand option is not active anymore when we start to filter with a where clause but I'm trying to explore options that would allow to meet this kind of requirement Thank you in advance for your feedback Matthieu
Hi,This is probably not something I can do. But I was wondering if it's possible to automatically lable a tab in excel witht he name of the cube view I download? It would be a great time saver when I'm dowloading multiple cube vews or creating a book. I haven't been able to find anuthing in the Academy site on that. Thanks in advance
Hi Team, We are creating a template in the input form to enter data. Is there any way to suppress the rows with no value while extracting the same form into the spreadsheet? Also can anybody suggest how to retain the spreadsheet format with multiple refresh?
I can change accounts and entities by scenario, just using scenario views 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
A user must upgrade to the latest software version in order to continue using Onestream Question Credit: Nick Hymes 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 Team, We have IE and Edge browser on the system. Once opened the OneStream application when we do Windows shortcut as per below screenshot it is creating the Windows short cut on the desktop. And, then when we open the OneStream application using the shortcut , it is opening on IE browser. How to create a shortcut for Edge and the application should open on Edge Browser when we use the shortcut. Thank you, Praveen
Hello Experts, We are trying to do some tidying up and would like to delete cube views (and DM jobs etc) in Bulk. Is there an easier way to handle this rather than delete one by one manually? Many thanks Wei
Hello All, I'd like your input on whether it is possible, or not, to conditionally display or hide a dashboard's component ? I have a case that, depending on the scenario selected in the workflow, I want in my dashboard to display, or not, a button (that will then allow user to seed forecast, but I want them to be able to do that only when they are doing their forecast, as dashboard is shared across scenarios) I tried to use a XFBR that would return me a different value (True or False) depending on the scenario selected and add this XFBR as value of the setting "Is Visible" of the button component, but that didn't work (thrown an error "Index was outside the bounds of the array"). So I don't know if it's because it's not possible or I did an error but open to any suggestions to make this requirement work Thank you Matthieu
Hello Experts,We have requirements on having the access enabled/disabled for system dashboards/forms channelwise (UD2 members). For this multiple slice security rules were placed on the cube which has been a tedious maintenance task and is probably adding performance impact on the dashboards. We are thinking of replacing the slice security rules via a Finance rule which will set conditional input for selected Entity, Scenario, Time, UD1, UD2 members from super user dashboard, Admin can lock/unlock these intersections via a super user dashboard on a button click. Is there a better alternative for achieving this? Any leads would be appreciated.
Hi all, I am trying to create a journal where the UD dimension elements are selectable on rows. The default setting shows only accounts in the rows while the UD elements are in the journal POV. How can I move some of the UDs on the rows to achieve an HFM like journal where the user can reclass from 1 UD element to another UD element? Thanks for the help Marcello
One employee was terminated in June; however, calculations are being done all throughout the year (1-12). Should be zeroed out from July to December. (In Plan Reports) How do I ensure that calculations are made from January to June, but zeroed out after July until the end of the year?
Good afternoon, as my corporation works through developing our application, we've copied our application a few times to ensure new upgrades don't interfere with existing working solutions. When copying the application today with a SNOW ticket, I received the following message: "Application will be created as a production application. Long Term Retention policies are applied to all production applications so additional costs will be incurred." Our cloud application only has one environment: production. What kind of costs are associated with having multiple applications? is this something I should be careful about to avoid getting a bill from OneStream?
Hello, I cannot find where is the place where to set the folder directory of server files (using the data import profile type). Thank you for your feedback. Marcello
Hello All, I want to display the default currency value for specific entities in a cube view. Account being displayed is of type Balance so ShowCurrency setting fails to display currency here. Thinking of writing a XFBR rule to pull currency and display custom names in the rows along with Entity names. Is there a better alternative to achieve this? Any leads would be appreciated.
Within the Dimension library, is there a way to start collapsed vs. expanded. even if you collapse the top, when you expand down, the children are not collapsed but still expanded. We have some very large Dim's with many levels and it is hard to visually find what I am looking for. Would love to be able to start at the top and expand down (like you can do in excel). Is there a default setting somewhere I can change.
Hi, is there an easy way to prevent users to work on wrong periods? It seems that all periods in Onestream are open for data load. This request is mostly related to statutory consolidation. My concern is that some end user can start working of Jul 2042 (instead of July 2022) after realizing after a week that he is working on the wrong period. I know that in Hyperion the admin had to "initialize" the data unit setting the "Review level" as "First pass". If status is not "First pass" nobody can work. Instead in Cognos Controller the same feature is achieved with the "Submission" creation, where the consolidator selects Scenario and Period to open and which forms are assigned to the specified submission. If Cognos submission is not set obody can work. I am wondering if there a standard feature in Onestream to lock all periods and then enable them month by month? Thanks in advance for the help, Marcello
Hello,Does anybody know what's the logic for TimeKey creation?As I see it's 10-digits code, but I can't see any logic behind it.Example:"TimeKey": 2018003000,"TimeName": "2018M1". Thank you.
"Cube" is another name for the Financial Model Question Credit: Nick Hymes 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
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