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Is there a way to apply security on the records inside a Register ? For example I have 10 Entities and 10 Workflow Profiles with distributed registers built, Now inside the Registers there is a column for CostCenters. There are around 10-15 CC's. Users specific to CC should only see their records in Plan Register table. Is that possible ?

All,New to OneStream but familiar with other tools in the space.  One request recently from a user was for a functionality similar to that of the "Personal Sandbox" capability within IBM TM1 / Planning Analytics.  This functionality allowed a user to easily create a new scenario that allowed them to perform what-if analysis and once complete, discard the scenario or (permissions permitting) push the new data back into an existing scenario.Any functionality or approaches like this available in OneStream?Thanks!

Hi, Do you know if there is a way to display in a Dashboard where a Member name is used in the application (in which Cube Views...) ? Thanks, Regards, Harry 

Good afternoon, How can I pass a parameter selection from a Button/Combo Box to a URL within a text editor component. The client would like to select the UD4 and have it retrieve a Word doc / Text Editor for that selected UD4. I have the current URL in the text editor as this: Documents/Public/DashboardFiles/|!Fin_Dept_Select_ColSet!|.docx   Thank you, Stephen

Within the scenario dimension does the workflow tracking frequency / Start Time / Finish time affect the forms templates form frequency? We had scenarios that run for 4 months with the start month and workflow month being the same, the quarterly/half year forms worked as expected. We have since changed the work flow start and end times to be the full calendar year (all 12 months), but this has caused the the quarterly/half yearly forms to no longer appear in the workflow. They only appear if the frequency is set to monthly. Can anyone explain before i raise a ticket? Thanks      

Hey everyone! I've added a new department to my application and just realized it's not showing up as an option when I'm adding a new headcount-- see screenshot below. Has anyone seen this? I added 7 other departments together and none of them have this issue. I don't know where else to look for errors so any tips would be greatly appreciated.    

I have a set of Controller level users for Audit reasons don't have access to load or modify data.  I am wanting them to be able to enter Variance Comments.  The answer maybe obvious, but I wanted to be sure.  Do I have to grant them access to load data to these data points to be able to also enter their comments?

  In order to see data, are all 18 dimensions used 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

Hi , I was wondering if anyone who has implemented OneStream has come up against issues from their IT Security people with OneStream decision not to empoly a Web Applcation Firewall (WAF) as standard. This seems to be a common requirement of most IT Security governance approvals so I'd be interested in seeing if anyone has had this issue and how they resolved/accomodated it.   many thanks   Steve

Hello, Does anyone know how to turn off the Quickpost function for journal entries?  Regards, Ronnie Karpinski

Hi, I noticed that when exporting a workflow/cubeview to excel the default save location of that file is C:\Users\xxxx\AppData\Local\Temp\OneStream. The local IT group policy is to empty that folder upon rebooting the computer. This path is not setup in my own/local excel options. Is there a way to change this folder location to for example 'downloads'? 

Is it possible to change the Fiscal Year Month Type in the time profile after an application has had data loaded to it? For example from Fixed Weeks 4-4-5 to Calendar Month?   

Our team has been working through an Infrastructure project, which requires pulling task activity from the Framework Database.  When pulled directly from the database, we see task activity type in numeric format.  To get the descriptions I ran an comparison by extracting the Task Activity dashboard tool and was able to identify the below descriptions:  (CASEWHEN a.TaskActivityType= -1 THEN 'Unknown'WHEN a.TaskActivityType=10 THEN 'Recycle Application Server'WHEN a.TaskActivityType=100 THEN 'Get Data Cells'WHEN a.TaskActivityType=101 THEN 'Get Data Cells Using Script'WHEN a.TaskActivityType=110 THEN 'Cube View'WHEN a.TaskActivityType=111 THEN 'Cube View Report'WHEN a.TaskActivityType=112 THEN 'Export Cube View To Excel'WHEN a.TaskActivityType=120 THEN 'Quick View'WHEN a.TaskActivityType=200 THEN 'Book'WHEN a.TaskActivityType=1000 THEN 'Data Management'WHEN a.TaskActivityType=1100 THEN 'Data Management Scheduled Task'WHEN a.TaskActivityType=2000 THEN 'Load And Transform'WH

Hi everyone, I have been looking in the marketplace to see if there is any tutorial about 'Best practice' to set up Securities in OneStream. I couldn't find anything. Do you have any approach to suggest? Do you use the Child/Parent group often? It seems like it could become quite messy.. Any comment is very appreciated Thank you in advance

Hi All, Has anyone set up a new scenario to load stub period data and is willing to share your experience. I will need to produce financial reports for the full year 2022 and partial year from Aug-22 to Dec-22.  So, I am thinking of copying Aug-22 to Dec-22 actual data to another scenario “Actual22”.  The data will be in USD to avoid translation issues.  However, I am not sure if I should use the same Scenario Type “Actual” for “Actual22” because of the business rules set up in Flow Dimensions for the opening, movements and closingCalc.  What do I need to change if I use Scenario Type “Actual” or another Scenario Type?  What are the other considerations I have missed? Please shed some light. Thank you in advance!

Hi,Is there a way to find the primary node or secondary node of a member with alternate hierarchies in OneStream like the default parent of a member in Hyperion HFM?

Hi All, I am trying to get my member formula to calculate an unbalanced balance sheet and I built a Quick View to see the calculation. However, it does not seem to be calculating anything with the member formula.    The following is the member formula under 'Calculation Out of Balance'   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then   api.Data.Calculate("A#Calc_OOB:U1#Manual_Input:F#EndBalLoad:I#None = A#Total_Assets:F#EndBalLoad:I#Top - A#Total_Liability_Equity:U1#Calculations:F#EndBalLoad:I#Top")   End If Any guidance would be greatly appreciated!

I'm starting to plan for upgrading our OneStream dev environment from 6.2 up to 7.0.  Part of the testing will have to involve the Excel add-in.  If I uninstall the 6.2 add-in, and install the 7.0 version,  can I still use it with our Production 6.2 environment?  

Hi Community, For us the biggest lack of the Onestream product is the ability to point to two different applications in the Excel formulas. We are a customer since around 2016 (live 2018) and we have raised this on may occasions and in many forums.  It has been hurting us all along when testing developments on test vs. production - to see either that it did not impact the numbers or it had the impact we desired. We have been coping with comparing reports etc.   Now we are in the middle of the first rebuild after going live - and the amount of datapoints, levels that we need to check is massive - while we still wait for this most obvious long term deficit, in an otherwise very good product, to be fixed, we turn to you guys.   Can any one share their approaches to compare the data between applications in the development process in generally.   Kind regards Per

I want to create a new application in our production environment, but I only want certain people to have access to the application.  How do I add security on the application?   Thanks, Winni

Happy upcoming Father's day everyone!! I just submitted the following enhancement request to OneStream developers. Does it make sense to you. Let me explain the context:Before I select a Workflow I have to select a Cube. Why is that required? Why can’t users organize Workflow under some other criteria of their choice - maybe a folder of Workflows based on Finance Dept's functions?From my experience, a workflow can be designed to update and pull data from multiple cubes; so why is it associated with only one “Cube”? That confuses me.Here is the enhancement request:Under OnePlace - give us a Workflow-Explorer that allows us to organize by creating sub-folders of Workflows.Create a default folder with Consolidation, LRP, Planning, Forecast as sub-folders.May Oracle stock crash -  like Bitcoin and the rest of stock market!!

Is there a way to change the Cube name after data has been loaded to it? thanks,Greg

Hello, has anyone seen an error like this before? I'm loading information from our PreProd to Prod environment and am getting the following error: "Summary: Error processing XML file type 'TransformationRules' XML: Line 379, position 22, element transformationRule. Rule already exists in this Rule Group, [Aggregate amount of institution's - 1- largest loan commitments]." From what I can tell there isn't anything particularly special about this line of code, it's just the line showing the given rule. And if it already exists, shouldn't it be overwritten through the load process? Any help in this matter would be greatly appreciated.

Hi,   Is it possible to define restrictions for input in a cube view between two UDs dimensions ? In order to "guide" the user in their input, I would like to define a restriction between UD4 and UD5, so that only specific UD5 elements (in columns) could be editable based on the UD4 (in rows). I don't see any restrictions on UDs elements in the datamodel, so what would be the best way to achieve this ?   Regards,

Hi all, I have built out my cube view that shows headcount change for 2019 M12, I want to be able to capture the ‘Ending Balance Headcount’ for 2020 M1 as its ‘Begin Balance’.  Will a rule be the way to go in order to achieve this? Unsure on where to go from here.   Thank you.