OneStream Platform Forums

Originally posted by Rich House4/22/2020 Hi, can I do this in transformation rules. I have cost centres 10001, 10002, etc. in the source in OS I have CC_10001, CC_10002 etc. Can I write a mask rule that says rule expression * and target value CC_*?

Happy start of recession and layoffs, everyone !!  😋 We need to import flat file that has a row of header followed by rows of data like this: |R|Year|AA|BB|Account  |cc|dd|ee|      |0|2022|  99,953,899.56-|      | account123   |          |     ||| Do you have a sample BR that reads this text file and  return the Column Number of unique header AA?  BR should return the number 3.

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.

Hi all,I would ask your help on this topic.I would like to develop a workflow in which the requested steps are different from month to month.The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below ExampleJAN:    Forms:    Balance Sheet, PL    ValidationFEB:    Forms:    Balance Sheet, PL    ValidationMAR:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)    Validation    CertificationAPR:    Forms:    Balance Sheet, PL    ValidationMAY:    Forms:    Balance Sheet, PL    ValidationJUN:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...) 

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 OneStreamers,I've just upgraded to version 7.1.1 and noticed some unfamiliar messages popping up in the Error Log:Summary: OneStreamRelay Service startup has Disabled!.Summary: Smart Integration Connector Service is disabled.I've checked the release notes and reference guide and couldn't find any topics related to these services. Can someone please explain or point me to the related documentation?Thanks,Cosimo

I am working on a cube view that will show balance sheet data for actualized months next to estimate months. I would like for my rows to reflect actual data for the months that have been actualized and then within the same row show my estimated future data for the estimate months.The difficult part I am running into is that I need to use a different UD4 for my estimate months in order to allow the ability to overwrite the estimated amount.I believe a business rule that would dynamically change the Scenario and UD4 would give me what I need.

Hi, I found this post from a year ago.  Has the solution mentioned been added to the product?  I have this exact situation and looking for the easiest solution. thanks, Greg   https://community.onestreamsoftware.com/t5/Office-Hours/How-do-you-clear-elimination-records-for-parent-members-that/ta-p/1224   Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourApplicableYear].DescendantsInclusive and then force consolidate. This will clear the elimination data for the parent (but also the data for the children entities). Then, the parents can be deleted/removed as needed. Note: There is a pending update to the product to address this in a future release.

Hello,is there a way to automate the creation of form template assigning the same name of the cube view?I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view". 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

Hello,I haven't yet found how to extract at once, all the Workflow Profiles for all entities for a single task.For instance, I need to extract the "import XLS" task for all entities, and not select the WF Profiles task entity by entity.In the module Load/Extract, it does not seem possible.Do you know how to do it ?Thanks,Regards,Harry

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 ?

Hello OneStream Community;  I am trying to copy "Actual" Scenario to a "Plan" Scenario. the Plan Scenario uses Summary Account structure and the Actual Scenario uses a detail account structure which is a Extension of the Summary Account (so a base account member in the summary hierarchy used by Plan could be a parent in the detail account structure used by Actual).  I am using a member formula in the Scenario dimension as below, using the "Option" member filter so that only base accounts in the summary account structure used by the Plan scenario is copied over from Actuals. But this is not working, since only base accounts in both the Summary (Plan) & Detail (Actual) account structure is copied over, the parent accounts in the detail account structure in the Actual scenario are not copied over. Any suggestion/help in the right direction would be greatly appreciated.   - thanks Kumar    api.Data.Calculate("E#WWPlanEntity:S#MultiYrActOL:V#Periodic = E#WW

Is there a way to reference the contents of a spreadsheet created in OneStream via a business rule? I am trying to build a logic that will reference cells on the created spreadsheet in my BR.

In our people planning when you hit Complete on the Workspace it automatically goes through the Import, validate, Load steps.  Is there any way to do this when you start with Import, Forms or Journals and have it only stop if there is an error?  It would be much nicer if the user could kick it off and go do something else and have it be done when they get back.

Hi I want my UD3 value to be None for all BS and Revenue Accounts and then only look to the department to the 1:1 mapping if it is an expense.   I created composite rules that have for an example the expression A#[1*]:UD3#[*] with an order of zero and then the 1:1 mappings with the order of one but it still finds the 1:1 rule first.    Does the order only work within the Type and they always trigger 1:1 types first?  If that is the case an recommendations?  PS we are currently doing this in the data source but we run into a problem when we have a new account that they have to reupload the file again so that it knows what the account mapping is.  I figured if I put it in the UD3 transformation that the account transformation would have already happened.Thanks in advance!

HI I am trying to automate a data extract process to send data from OneStream to another system eg Anaplan. I have a data Mgmt job to Export the data to a CSV on the file share. I now want to move that CSV file from the file share to say my desktop for example (or any other file storage place). Has anyone done any routine like that? If so is there any BR in OneStream that can be used for that. I havent done this before but sure others may have come across this so just wondered what the best approach would be. Thanks!Tahir

Hi, when creating a Finance business rule, the proposed business rule template has a Main public function and a "Select case api.FunctionType" in it.   What is a FinanceFunctionType? And if I want to be able to call the business rule from a Data management step (execute business rule step), within which FinanceFunctionType should the code to execute be included?   Thank you

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!

when down load excel add in 6.3 it shows as OneStream XF in tool bar. Once you open you excel workbook with data, the data will not show unless you disable the Excel add in from COM Add-ins. can some advise how to fix the issue? 

Hi Team, i am trying to import an attribute in stage using excel template but not able to make this work. Please suggest where i am going wrong. Following is my Excel template where using tags to import:Excel template tag for Attribute1Following i defined in my data source:But, when i am importing, the InvoiceNumber column always shows blank: Thank you,

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 

We have an issue where in an excel template when opened by few users the formulae doesn't work as expected They get  _xlfn ._xlws prefix before the functions which is because workbook contains a function that is not supported in the version of Excel that they are currently running Excel version used on the users machine is 2016 and according to onestream this is a compatible version with 7.0.1  Error screenshot below, let me know if anyone ran into similar issue This is not an issue when the same template is opened using excel part of office 365