Application Build

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to do is restrict access to certain ICs so that some users cannot view them ,currently, even after changing permissions, they still appear. Therefore, I would like to know how to implement a solution where only specific intercompany data is accessible to a user.

Hello All,We have setup People Planning for 24 periods.  We need to import the data into a cube across 2 years/24 months.Wondering the best approach.We have flagged Allow Loads After Workflow View Year as "True".We have tried using "Range" in the Workflow Tracking Frequency.This approach works, but the fact that we can't change time periods in the Scenario, creates some monthly and annual process management issues.Anybody use an alternative approach?Thanks,Scott

currently we are using standard time profile, we are planning to change the time profile to 5-4-4.  does it affect historical data? how can we achieve changing time profile? 

Hi OS Experts,  I need to make "AllowAdjustments" to FALSE (from TRUE) for Parent elements in the Entity Dimension properties. so, I exported the Entity dimension in xml file and edit it in Notepad++ to update the "AllowAdjustments" to False but I am not sure which ones are parent elements. How to identify that particular element is parent or not? Is there any Key identifier to identify that the element is Parent or Base element? any suggestions. it is bit urgent kindly do needful.  

Team, we are looking for a solution using python for code migration between the environments/ copy applications. Any suggestions on this ?

Hi, Can we build a list in One stream. I believe there is functionality in HFM but not sure if we can replicate.  

Hello OneStream community, I have an SQL table editor component current in one of my dashboard. My dashboard is defined by 2 embedded dashboard. for the sake of this example, the first one only has the SQL table editor, the second one hold a single button. Right now, when I click on the button, it should update something on the selected row of the SQL table editor. By doing so, it also refresh the dashboard. However, refreshing the dashboard will cause the row to be unselected. My question is : is there a way to refresh the SQL table editor without resetting the row selection ? Regards,

Using this prompt, what 6 transformation rules need to be built? Currently I have: 1. View YTD to YTD on a one-to-one 2. Account * mask 3. Entities * mask 4. UD 3 * mask Huron Energy Services (HES) is a global energy services company. Their User-Defined 3 dimension in OneStream is used for their Function code. The Function code represents the job function that a value falls under. For example, Function 62 is associated with Human Resources. So, salaries for employees in the Human Resources department will be coded to Function 62 (FCT_62). When loading data to OneStream, the project team has encountered a difficulty. For every expense account in their source system, there are two accounts in OneStream. These accounts are suffixed with "C" or "G", for Cost of Goods Sold (COGS) or Selling, General & Administrative (SG&A) expenses. For example, in their source system they have account 56789, but in OneStream they have accounts 56789C, which is part of the COGS rollup, and 56789G wh

Hello, we need to setup Data Cell Access Security based on our UD1 structure. UD1 defines our Business Unit structure and we need so setup security security on this. I spent days on this but I don´t get it to work the way we need it. We have consolidation users on different levels in the UD1 hierarchy: So some users are on to (group level - they need access on all data) some on divisional level (they should see all data within their division, so divisional level and all business units below) but the need to be restricted to their own division and are not allowed to see data of another dvision or business units which are not part of their division.   some on business unit level (they need so see all data within their business unit but not from other business units) and finally entity users: the only should have access to data on their entity/entities. How can I setup this so that it´sconvenient to maintain and all security need get met?   Regards Martin

Hi, what is the best way to change the colour of the Onestream background from blue to another colour. We have separate environments  for actual and test, so wanted to differentiate through the use of different colours. Thank you.

Can someone please guide me on passing parameter from dashboard button to DM seq. I followed couple close forum question but still it did not work. Basically trying to call DM seq which has extensibility rule from button. Some how it not able to read value from the parameter. Could you guide me what I am doing wrong. Trying to capture value here. It work if I just execute DM but does not from button.  Dim DimTypeStr As String = args.NameValuePairs.XFGetValue("EnterDimensionType", String.Empty)  

Does anyone know why the first row is basically locked and I can pull the rest of the data out like this in an Excel Report? Anyone know a fix?  

Hello,  We are currently investigating the possibility of moving two UD members to a new parent in the dimension in the middle of the year without changing how historical data roll up.  Illustrated as below, so CHILD A and CHILD B will belong to a new subtotal, CHILD 1D.    Ideally, we don't want to create new members to replace CHILD 1A and CHILD 1B.  Potentially we can create an alternate rollup, TOTAL B, to maintain the old structure, but the effort of reviewing all the reports and adding a selection parameter to switch to different rollup is a lot.  This UD dimension leads the  planning process, which is done per PARENT A, B, C, etc. It is important to be able to see at the cut-off period data rolls up to different parents in the Forecast scenarios.      Has anyone worked with this kind of change before? Could you please share your experiences for some ideas here? Thanks in advance!          

Have you ever wondered how the Calculate if No Data setting works?  (I did, and Keith Berry helped me out) “Calculate if No Data = False” prevents the execution of rules on “OK,NA” (no data) entity.  However, the Calc Status gets changed from “OK,NA” to “OK”, and it impacts the parent (“CN”). The “False” option is to avoid populating unused entities with rules.     Calculate on “OK,NA” Force Calculate on “OK,NA” Calculate if No Data = True No rule executionNo change in Calc Status Rule is runCalc Status changes to “OK” Parent becomes “CN”   Calculate if No Data = False No rule executionNo change in Calc Status No rule executionCalc Status changes to “OK” Parent becomes “CN”  

Hi All, If we wanted to import application artifacts individually, what is the order to follow ? As we are receiving an error while importing the whole zip file of the application artifacts. Thank you.

Hello All,   I have created a dashboard that includes the following features:   1. A combo box for selecting the year. 2. A button to initiate a backend process. 3. A button to retrieve an Excel file (using web content component).     This dashboard has been integrated into a workflow. I am working on a requirement where the generated Excel file should be named as "scenarioName_YearChosenInDashboard". For instance, if the years 2022 and 2023 are selected in the dashboard and the "Plan" scenario is chosen in the workflow, the file should be named "Plan_2022_2023".   I have managed to fetch the scenario from the workflow, but I am currently facing challenges in retrieving the selected year(s) from the dashboard.   Could you please assist me in resolving this issue?   Thank you.

Hi,I would like to know what are the best practices for managing consolidation perimeters when the perimeter is not flat.I would also like to know if a company or subgroup leaves the perimeter, how is this structure maintained, can the old members be removed from the perimeter or should they remain forever? Regards, Sara

Hi, is there a means of creating an administrator group but limiting access to certain dimensions, i.e. the group can see and perform all the same functions as administrators but just cannot see a specific dimension (such as a specific account)?

Hi. We are currently working on a project for a company to analyse their daily sales. The information is not in the cube, so we are using components such as Charts, Pies and even the BI Viewer to display the information in an attractive way. This information is not in the cube because the table we use as the database in the application has more than 400,000 records. Firstly, when working with data that is not in the cube, we cannot add the components we want to a book because the only components (not including cube views) that can be added to a book are charts and reports. For example, if we create a BI viewer, we will not be able to add it to a book. At this point, we would like you to recommend which would be the best component and how we should prepare a dashboard to have these two characteristics that our customer requires. - Being able to navigate from one chart to another by clicking on the same chart (open dialogue) (Can be done in advanced chart)- Dynamic filtering between diff

Hello, I am trying to format this so the Total Assets/Liabilities/SE at the top is just a header without numbers. Does anybody know the correct formula?  

Hi, i'm retrieving the annotations in CV where as i could retrieve as read only for the account type dynamic calc(third row in screenshot) for account type Revenue still i cell is editable(first two rows). how can i make them read-only? i have already set the can modify data to false in both general setting/common & rows and columns/Data regards, Manju    

Our client provides a data file with Cost Center members including Parent/Child Relationship. They would like to Automatically update new Cost Centers when the data file is loaded. Any existing Cost center moves from one parent to another should also be handled (instead of Merging it should Replace). Appreciate any pointers or advice if anyone has worked on solving similar requirement.    

Hi everybody, I've been wondering, in case there are some tasks that need to be executed only at year end by the user, is it possible to create a WF profile that is only active in december and does not show up in the other periods? If yes, how?Thanks in advance!

How can I create a journal with an excel or csv document?