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Hi  We have set up a line of business attribute in our UD3 dimension based on cost centres. It has become clear that in several reports we need to aggregate some of these members. I think the easiest way to do this would be if we could introduce a new layer between the current parent and children. My questions are a) is it possible to do this and if so how? and b) how would this impact reports that are already in circulation? I have tried to illustrate what I'd like to do in the picture below. Thanks

Hi all,   We've recently implemented RCM and I have one issue I'm trying to figure out. Certain accounting teams want to do reconciliations (for SOX controls) on certain accounts that have always had 0$ balances in the account month ends. I'm currently lost on how to get these into discovery - since it seems there has to be a balance at least one time for it to be populated there.   Is the a manual way to add a couple of all-time 0$ balance accounts that way there will be a reconciliation option for it?

Is there a way to customize the charts in TM dashboard to show category 2 values as X axis?

Hi Everyone, Thanks in advance for the responses. I am reviewing the impacts on a force consolidate on a specific entity and noticed that my results differ when i run a force conoslidate from a cube view and a force consolidate using the calculation definition within process cube.  I made sure that my POV was identical on the cube view versus the process cube.  Can someon explain to me what the difference is or how there could be a difference between the two methods? Thank you!  

We just downloaded the latest version of ACM released in March. I am using the ACM BRs to load hierarchies from a table into OS dimension. I have populated the member and tree tables as needed and everything seems to be working fine, however we are not seeing an option in which this load would follow a “merge” like behavior.  Currently if my table does not have a specific member or relationship. Onestream is just deleting/orphaning those members.  Is there a way to have this behave like merge that it does not delete existing members in Onestream which is not present in the table or incoming load. We had similar behaviour in prior version of ACM but are not seeing this now. 

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

Happy end of Ukraine war (hopefully)?? We have 9 Windows on-premise servers. 1) How do I know Which one is our OneStream app server, Data Management server etc? 2) I am running Parcel services which writes to OneStream's C:\OneStreamShare\Fileshare\Applications\Will that write to OneStream's application server or DM server?  Parcel services kicks off a Data management job that exports files/reports to that C:\OneStreamShare\Fileshare\Applications\ folder. Thanks for your help.

What is the best way to stop administers to see the PLP Register and plan tables from the system /database tab. We have added the access/maintenance  group for ancillary tables setting in the config file,  however that is only stopping getting the to the PLP register dashboard. However it is not stopping the following two items Admins being able to go to system/database and see the table dataIf I create a new dashboard with a data adapter and write a sql query on the register table, any user with access to the dashboard is able to see the salary data. What is the best practice for this. Also – if we use any additional custom tables to load additional comp related data , is there any way to provide security on those custom tables ? 

Where can I find attachments to posts (in community)? Happy Spring everyone!! How can I direct message to community Admin? Our community Admin gave an excellent hint on how to send email notification in link below: https://community.onestreamsoftware.com/t5/Office-Hours/With-respect-to-e-mail-notifications-in-Task-Manager-are-the-pre/ta-p/1453 He claimed to have attached  UTM_EmailLateTasksHelper Business Rule to his answer, but I don't see it.I would like to direct message him and request that he posts his business rule.Thanks.

Hi, We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used. Are there anyone that has tried to incorporate that into Onetream? Like below: All suggestions highly appreciated   

Happy Spring!!Silverlight no longer downloadable nor supported by Microsoft. However, when it is needed to run OS in IE 11 web browser.  How do I run OS in IE 11 web browser without silverlight? I'm on OS 6.1.1.  I am using OS windows app, but like to run OS in IE 11 web browser simultaneously

We are exporting batches of reports using "Parcel service" - each report is exported to a folder with "2022_March" in its name. At the beginning of April (and every month) I had to go into each report's path and manually change the path to "2022_April" of each output filename-report to reflect the new month.  I think the solution is to extract (export ) the Parcel reports parameters to XML file, change the paths manually, then re-import the new XML file. However, I exported all Dashboards and application - I was not able to find Parcel report parameters.Any idea where to extract them?We Clicked on System> Environment under the Tools menu. - Click on an App Server within the Application Server Sets menu. -On the Configuration tab, there is an entry for FileShareRootFolder; but that's not where the path is defined. 

Hosted by Azure/Managed by OS, so never spent anytime learning how to monitor our environment other than at the very high level (System-Environment-Refresh). Hoping someone can point me in the right direction.  Really looking to see how long Excel queries take, steps within consolidations and just general overhead.  I seem to remember something provided within Azure to monitor but not sure if that is still around or not.  We are heavy for 8 days and adding more functionality so need to make sure we can still run acceptable during that time.

Hi,Is it possible to extract one dimension member instead of total dimension members from one environment and load the same into another environment? Regards,Madesh K

Hi,Is it Possible to extract any metadata (For Example Account) from one environment and upload the same into another environment? Thanks,Madesh K

I would like to use the Cloud Administration Tools > Manage Applications to copy our Production application to Development (refresh Development).  I have reviewed the documentation and OneStream Academy video for how to do this but have a few questions. 1) Does it copy all the data in addition to the artifacts and metadata? 2) I see an option to have it reset IIS when completed but do you know if it stops IIS in both apps before doing the copy?  If not then do I just need to make sure I do not initiate the Copy when users may be in the applications? Thank you Denise

We are looking for ways to reduce the data unit size in one of our cubes in order to increase reporting performance without having to do a redesign.  We currently have +20k UD1's and +10k accounts in this cube and 16 years of historical data.  Would updating the "In use" tag to false for inactive accounts and UD1's reduce the data unit size and help improve data pulls and reporting performance for current years?  We aren't able to completely remove these accounts/UD1's because we are going back 16 years for historical purposes.

Hi everyone,  When we run a confirmation step, we have a DB to show all confirmation passed or failed  and when it failed we have Information 1, 2, 3, but with this DB we can only see confirmation rule by confirmation rule. This point is very inconvenient if you have more than 10 entities in your WF I have a another DB to show all confirmation rule by entity, this is very helpful for the user but I would like to add Information 1,2,3 from table 1 to the table 2 (as image)  Do you have any idea with which table I can take these column ? maybe I can joint 2 tables of sql and create a new one with all information  Table 1: I dont know where I can find it Table 2: this table is native in Onestream    Thank you for your help  Have a nice weekend 🙂 Hoa PHAN         

Source: OneStream ChampionsHi all!Do any of you run allocations in OS? Would you be able to share how you accomplish this?Currently we manually reallocate data that comes into our income statement accounts under one UD2 to two UD2s based on the percentage split of units (which is a stat account in OS). This is loaded as a balanced journal entry every month but I’m wondering if there’s a more efficient, less manual way to accomplish it.I tried reviewing OS academy, the design doc and golfstream and can’t find a good example of an allocation being run. Would any of you have a suggestion? For a simple allocation like this, would you recommend a CV form to allocate or would the Allocation journal entry type work better? Or maybe it’s a formula on the UD2 member itself that triggers the allocation?I’ve also submitted a support ticket but was thinking that maybe some customer experience would be useful too.

We are preparing for our UAT period and user access controls will be a part of the testing.  I can see in the User Security reports that we have 2 native users.  When click on Native Users to pull up the list, there is only one name listed.  Why is there only 1 name listed?  Also, I am looking for a description of what a Native User is - Design guide really does not explain it in a manner that I can provide that to the auditors and not get more questions back.  I believe that the Installation guide may have some additional information but I cannot search that document online and it is not available for download (PDF file is not offered in the search result).  System and Configuration as well as Academy has nothing on this topic.  Thanks!

Account dimension member "In Use" property (Vary by Scenario Type and Time) set to Scenario Type = "Control" and Time to "2022M2", Stored value "False" However when I try to grab the InUse value via a BR it always returns "True"   Dim varyByScenarioTypeId As Integer = ScenarioDimHelper.GetIdFromName(si, "ActCon") Dim varyByTimeId As Integer = TimeDimHelper.GetIdFromName("2022M2") Dim boolInUse As Boolean = BRApi.Finance.Account.InUse(si, memberId, varyByScenarioTypeId, varyByTimeId)   But works fine if I set the Scenario Type = "Actual" or "Budget". Doesn't work if Scenario Type = "Control" Any ideas?

I've seen the 'Reset IIS' option as part of the Copy App process,  and now again in the instructions for applying a new license key,  but I have some questions: 1 - What does Reset IIS actually do? 2- What impact does selecting this have on our applications and users? 3 - How do I manually Reset IIS, so I can complete the Apply License Key instructions? Thanks.

Hi All,  I'm trying to understand whether there is any way that within People Planning, a user would be able to initiate a transfer and the receiving entity would have the ability to accept or deny this transfer through an approval process.  As an example, If I am transferring 3 employees from the insurance team to the finance team, would a member of the finance team be able to deny this change?   Appreciate any insight you all may have on this. Thank you! 

I have an user who is not an administrator but has manage cube view security role so he can create and manage cube views.  However, he is also able to access cube view groups that are assigned to administrator only.  Is there a way to restrict this user accessing these administrator-only cube view groups?  Thanks!

Hi Team,We would like to understand how to  copy data from some specific tables fromappsuite(appsuite-prd.onestreamcloud.com) to appsuite_dev(appsuite-dev.onestreamcloud.com)for some specific tables.