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The client's consolidation stopped working on their top member after a specific point of time. From their earliest data point through 2023M11, it works fine. From 2023M12 forward it will consolidate only up to the members directly below the top parent. Nothing else has changed, except the data source. This was working as of a couple of days ago and suddenly stopped. I can see it running calcs fine, but the numbers in regular accounts do not roll up. Any thoughts? I've checked all the properties I could think of and turned off all calculations, but nothing helps.
Hello, What happens to the OneStream application when a database shrink is performed? Are there any risks associated with this? Thanks
Hello All, Is there a functionality of Change of reporting period for entity (From Jan- Dec to Apr-Mar) in OS. For Example, if currently I am working for FY Jan to Dec but in future, I want my FY to be changed to April - Mar, so how can I achieve the changes without getting any impact in the historical data?
Hello, When working in Workflows > Budget scenario, I would like to add a new column in People Planning that would depict new annual salary after discretionary merit increase. Any idea's?
I have stats account, user is input the numbers for September Time period at base level in Actual scenario for Periodic combination and the -ve number are showing in October TImeperiod. that -ve number is YTD of September. as user is requesting to clear that October Actuals -ve data. Is there way that we can delete and also, I am surprised how this -ve number flow into the Oct Time Period. The flow is EndBal_Input. users are entering the number from quickview. Any suggestions to solve this issue?
I'm sure this question has been asked before in the forum, but I just couldn't find it in the community. We have this requirement where in the same Actual scenario, Corporate (a group of users) can only access the Actual data after the actual data is finalized by different entities. Any point of time leading to Day X, the entity has the control to pull the switch on releasing the data access to Corporate. On Day X, all the data is made accessible to Corporate. I thought about slice security, but it doesn't seem to accommodate this requirement due to the static nature of the DU filter; neither does Conditional Input, which doesn't control the general data access. Can someone please shed some light here on this design whether it's possible to lock down a group of users by time period?
is there any documentation available explaining the details of File Explorer? What each of these folders are, when these will be used, these are consuming large hardware space, how to purge files in these folders, what are the pros and cons of purging. I feel there is a lack of documentation in this area.
While not on the list of Reserved Words, I was wondering if Member should be avoided in Dimensions and Dimension Names? Could using it cause any unwanted downstream effects?
Good Day,In order to implement Org-by-period Consolidation, you need to set the Consolidation View to Periodic so that the correct Share for e.g. the income statement can be calculated for only the period for which an entity was consolidated to a parent.The guidance is clear that "When Consolidation View is set to Periodic and no data is loaded to the IC Accounts fora specific month, custom Elimination rules are required". I assume this is because of built in zero suppression settings on the Elimination data buffer.However, here is what is strange to me and I'm not sure if I'm missing something.When setting the Consolidation View to Periodic and note that No Data Zero View is set to YTD as data is loaded YTD, for any entity, there is a problem with eliminations as follows:When loading 100 000 in January, the full 100 000 is eliminated. If you load 100 000 again YTD in February, nothing gets eliminated. If you load e.g. 100 000.01 YTD in February, then the full amount gets eliminated ag
Since many federal organizations utilize Active Directory at the Enterprise level, is there a way to tie Active Directory management to OS? For example, if a user's AD account gets disabled, so does their OS account? When a user's AD account is created in the particular OU, their OS account is created to the correlating group? Thanks.
What is the simplest way to remove zero data from the application? This could be both calculated and user loaded data. Hoping this will improve performance.
Where can I download CPM Express? I checked the Marketplace but couldn’t find it there. Is it available for partners yet?
Hi Team, Is there a way to lock and unlock the scenarios through Dashboards?Followed to the above question, can we load FX rates through Dashboards? Best RegardsLucky
Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful.
Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!
Hello, For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!| OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !
Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule? P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.
Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments. All of our E/I accounts are Currency overrides. We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value. Thus not zeroing out at O#:Top. Not sure how to adjust the O#Elimination member at the parent level for IC members. Any suggestions on how I might go about fixing. Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere. Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate. Clarke
Auto Translation Property will impact the systeam performance in consoladation?
Hi , We are trying to upgrade our OS version from 7.4 to 8.4. We are following the Manual Guide provided by Onestream, and done with all the instruction as stated, But we are stuck at the last part where we need to configure the IIS Manager. I am not sure what should be entered in the Username and Passoword. Our system is On-Prem and we used to connect to the software using this domain http::localhost:50001/Onestreamweb. Let's say my Username is ABC and password is 123. What should I write in the Username section ? Because some online instruction manuals say I have to write "domain/username" in here. I have tried multiple combinations but the connection is not working out. Please find some attachments below for reference. Looking forward to your support and guidance, Any help would be appreciated
Hi, Trying to upgrade from 7.3 to 8.2, I've been follow the "Upgrade Guide" from Doc-On-Premise but I have an issue at the end of the process. I updated all Databases and Server configuration files as the documentaion shows. I have Microsoft.AspNetCore.App 8.0.3 and the desktop runtime Microsoft.WindowsDesktop.App 8.0.3. AspNetCoreModuleV2 is installed too. But, when I try to connect to OneStream, the message is "Unable to connect to server using address "http://localhost:50001/OneStreamWeb": I've checked Event Viewer to get more detail about the issue and I got this information: Thanks in advance for any help. Regards
Hi team , My client is demerging . So their current app has to be split into two new apps based on Entity structure. What is the usual data migration strategy that is used ? My question is more focused on Data Migration : There are 4 sets of data : 1. Data Corresponding to Origin Import : 2. Data Corresponding to Forms 3. Data Corresponding to AdjInput ( i.e Journals Data) ( Along with Journal Information ) - Do we need to pass the journals again to the new Application or is there a way to export ( can be done using DM but any other way ) and importing them back in ? 4. Annotations What is the best practices around it ? What are the things that one should take care about ? Regards, SS
in OneStream we can do custom table with process development, also there is Thing Planning where we can do process development. Is there any document or anyone can help us to provide the pros and cons of these 2 development methods?
Hi, Good Day ! I would like to change the Entity Relationship property from dashboard. When the user clicks the button, the metadata associated with the entity relationship property should be updated to reflect the option the user has chosen from the dropdown menu. Can you please help me how can I achieve this requirement. Thank You
Hi All, I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that? Thanks in Advance
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