OneStream Platform Forums

  The items below detail the specific list of tasks that are executed for each data unit during the calculation process. Data Unit Calculation Sequence (DUCS) Clear previously calculated data  If Using Hybrid Scenarios  - the copy will run here Run Scenario Member Formula Run reverse translations by calculating Flow members from other Alt Cur. Input Flow members Execute Finance Business Rules (1 & 2) Run Formula Passes (1 – 4 ) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules (3 & 4) Run Formula Passes (5 – 😎 Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules  (5 and 6) Run Formula Passes (9 – 12) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules  (7 and 8 ) Run Formula Passes (13 – 16) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution)

Originally posted by Eric Osmanski 4/13/2020 I want to create a SQL Select Statement but I need to check whether the table in BI Blend exists first.

When creating a Copy Data (Data Management) job, I find that I have to have the import nodes of the Workflows set to True (Active) in order to have the Data Management job work, otherwise I get an error. I do not want the end users doing anything on the Import node and would rather they were set to False. Is there any way around this?

Customer has intercompany transactions in local currency. They want to eliminate sales and cost of sales and have the remaining margin (in local currency) at the Sales entity - not in an elimination entity - and be able to view in local currency.  For the entity purchasing the goods, it should be zero. Is it possible to do this in rules? Or some other way?    thank you

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

Example:On the workflow France I have the choice between 3 entitiesI choose to input the package of the entity FR0200. I select a first time the entity FR0200 (1)When I go on a second form, I lose the entity and fall back on the first entity FR0220 (2)The entity viewpoint is set from a parameter as below:Parameter type : Bound ListResult format string type : DefaultMethod type : WorkflowProfileAndDescendantEntities thank you for your return

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.

The attached file will help plan rules from HFM to OneStream

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 trying to set up a fixed matrix data source that has account values in multiple columns (mix of numeric and text).  Is it possible to convert the text value for an account to a numeric value in the data source set up?  e.g. Account text value is regular and we would like to convert it to a numeric value of 1.

Hello How does one write an aggregation business rule? I know Accounts aggregate automatically, but a business  rule is needed for Entities, correct? In Essbase we could have something like:   FIX ("2025","Jan":"Dec","Actual") Calc DIM ("Account","Source","Product","ResponsibilityCenter","Interco","Entity","Location"); ENDFIX;

Hi, I'm trying to set up some new Cash Flow accounts, and as usual I'm looking at the existing CF accounts to see how they've been set up. However, I'm pretty new to OneStream, and I'm struggling to make sense of some of the Syntax.  I've had a look in the 'OneStream XF Reference Guide.pdf'  but there isn't much info there.   Where can I find more info on Member Formula Syntax?  Is there another document that I'm missing?

Originally posted by Swadhin Patrrahi , i am getting security access error while uploading journal through excel template. i am having admin access. could anyone please help me on this and what could be possible reason to avoid this error. I've attached the pop up message Thanks in Advance    

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.

Equity Accounting And Methods   A consolidation method is just a way to treat an entity during consolidation based on how much of it you own or control.  It makes sense, if you only own 10% of an entity, and another entity has an asset recorded for the value of that investment, you would be overstating your value if you let it add up at 100%.  The following are the most common methods you might see.   Subsidiary: Entity owned at >50% The Subsidiaries financial statements are consolidated and eliminated.  The Equity associated with the subs financial statements are eliminated against the Holding companies Investment in the sub.  If the Sub is not 100% owned, the owned portion of Equity is eliminated and the unowned portion is reclassed to Minority Interest.   Equity: 50% >Entity owned >20% An Entity held, as Equity Method is NOT consolidated.  The Net Income of the Entity is multiplied by the Equity holding and the result is booked to the

Equity pickup (EPU) is a method of reevaluating the investments owned by a holding company allowing the parent to realize changes in equity. This results in the holding company’s balance sheet showing the current value of the corresponding share in the equity of the subsidiary. Investments are normally shown at historical or acquisition cost.  But an invested company has a value that can vary based on profit and loss they are incurring.  The equity pickup adjustment offsets the historical cost in local currency, showing the actual value of the equity owned.  Direct Ownership Percentage * Equity of Owned Entity = Current Equity Value - Investment = Equity Pickup Adjustment You can calculate the adjustment by simply taking the direct ownership percentage multiplied by the equity of the entity owned then subtract the investment in the parent.  In OneStream the ownership percentage can be entered directly on the entity or by creating a Ownership cube.  But once thi

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! 

Hello Everyone, Please help with your expertise on below one issue I am facing, Thanks in Advance !We are trying to use Workflow channel for independent locking for forms, however not activated for any Dimensions.Summary of current status/setup is as below:1) Each entity is assigned to it's own independent workflow profile2) In each workflow profile we have  3 forms - 2 for entities and 1 for Corporate3) Created 3 channels - 2 for Entity forms ('Flow_Load' and 'IC_load' and they need to be able to lock independently) and 1 for Corp forms4) Moved all accounts to 'NoDataLock'5) Now Entity users have access to 'view and write' only on the 2 forms with local channels6) I was expecting that when Local forms are completed and locked - Entity users should not be able to load any data via Forms - "HOWEVER they can still do this via Excel Grid and / or Setvalue" ((((  Question is - Is there a way that as soon as they lock all the channels available to them Forms is 100% lock

Does anyone has a NotePad++ language definition file for OneStream rules? Thanks in advance.

Hello,I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!Regards,Ronnie Karpinski

OneStream Platform releases will periodically include an update to the Business Rules compiler, which is noted in each version’s Release Notes.  The enhancements typically make the compiler stricter in detecting syntax or other conditions, which are surfaced through Error or Warning messages.     Error messages must be resolved, as the Business Rules will not complete the compile process. Warning messages are exposed to provide guidance to the Administrator.  The displayed line items will still function but should be updated to support the latest compiler’s requirements.  The method to resolve the Warning will vary.  In some cases, a replacement function may be available, or there may be a change to a function’s properties. Example   The above error message informs the Administrator of a Warning on the LookupRowFieldValue function having a property change.  By reviewing the current rule, and by looking at the current Function Definition, th

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!