OneStream Platform Forums

Hello, I mistakenly added a sub parent along with 3 base accounts to an alternate hierarchy.  Is there any way to remove the parent child relationship in the alternate hierarchy without removing it completely from the original hierarchy? 

Looking to shorten a report so it fits on one page. The Auto fit to Page Width is set to True.Using General Settings, Report, is this achieved by adjusting the bottom margin? How else might this be achieved if the above is not the option.   

Dear community, Upon saving a Word document, I would like to apply some logics to my document (like data cleansing). My question is, is there an event handler business rule that we could use for that ? Regards,

Hi, I am trying to establish a connection between OneStream and my local SQL server but getting below error. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: SQL Network Interfaces, error: 26 - Error Locating Server/Instance Specified) (SQL Error Number -2146232060, -1) Business rule and error  

Hi, We have a Dashboard Maintenance Unit which requires a user to have maintenance access for the object to be able to open the dashboard. In which cases is it necessary to have maintenance access for a dashboard if you don't need to maintain it in the Application-tab?  

Hi all, looking at the Train Me download available in the OpenPlace exchange for our org. Am I following correctly that this is ONLY for video uploads? Some of our users do not like videos and prefer a quick reference guide instead. I'd like to layer both options in ....curious if anyone has rolled this out and your thoughts. Also open to any other suggestions for documentation on training and MEC task how-to's.  We have a Teams site but it's clunky at best and would like a one-stop place for all the info. Welcome any insight, thank you!

.

Hi OS Experts: I have an existing hierarchy called "ControlMgt Hierarchy," which has several rollups underneath it. I need to recreate a new hierarchy named "ControlMgt Hierarchy_ALTERNATE," where "_ALTERNATE" will be added to all the rollups. The base elements will remain the same between the two hierarchies. I’m considering exporting the "ControlMgt Hierarchy" and updating it to include "_ALTERNATE" for all rollups in the XML file, and then importing it into the entity dimension. Is this possible? Will this create a new hierarchy, or will it overwrite the original hierarchy? Could you please suggest the best approach to accomplish this?

Hi, I wanted to know what the difference was between the following security: Workflow Execution and Workflow Access. Can someone please help.

I am an administrator however it will not let me change the colour of the onestream dashboard (This is for the test environment). It is greyed out so will not let me change. How do i change the colour? Thanks

Are report components (report designer) drillable when using vStageSourceandTargetDataWithAttributes? I want to be able to click on a value in a report component and it provide detail specific to that value. I know this can be done with cube views and other things where bound parameters are passed. Can I do the same for report components? If so, how? I can easily get the detail but I want it to be specific to a value in the report.

Hi, I need to know if I can put security to individual entities assigned to WF so that whoever has access to certain entities can only load/transform/validate for those entities and not all the assigned entities of the WF. Or,creating individual WF per entity is the way to go.

Hi Team, I know that periodic is calculated in system as a difference between current month YTD and previous month YTD. What happens if we just copy this periodic from one month to another?  Many thanks!

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hi, I am new to the OneStream. We have installed the Capital and People registers in our Dev environment and customized it as per our requirements. Now we are completed our development and are thinking of the ways to move the work to Prod. How do we migrate these registers along with customizations (rename the columns etc.) from Dev to Prod? What are different ways to move the registers from one environment to another?

Hi,What are the major considerations that need to be looked at before making a design decision for implementing "Tax" Scenario Type? What are the pros and cons of using this Scenario Type vis-a-vis "Actual" Scenario Type? Is there any guidance/ knowledge post on the same?Use Case: Want to integrate an erstwhile Tax application into OneStream Application where actuals are already available. The tax application has some additional tax related dimensions, rules, etc. which need to be used in OneStream. 

has anyone done data export from OneStream to Databricks? what is the best way or method to transfer data into databricks?

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

Hello ,I am currently developing my Cash Flow Statement  and I want to add a condition for a loan account. If it has a positive balance in the Working Capital Requirement  variation flow, I want to map it under one CFS table. However, if it has a negative balance, I want to map it under a different CFS table. How can I implement this condition in my Cash Flow Statement? Thank you for your help .

I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting.  The same functionality as is available in the export to Excel button on the data explorer component itself.  Am I missing an obvious function or does anyone have a way to replicate that functionality.Thanks,Scott  

Hi everyone,My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube.At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps).For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on.I already set the "Load overlapped siblings" setting of the parent profile to false:The loading seemed to work fine, as each load process overwrote the previous one.But there is an exception that we don't understand how to fix.We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account d

We would like to get the POV that a user set in a Dashboard (through Form Templates) and apply it to each other dashboards that they go into. We use to call this a "Sticky POV". Currently, dashboards will hold the POV from the last time a user was in each dashboard. We want to carry the most recent POV into all dashboards. Does anyone have examples or know how to set this up / use it / access it...? Thanks in advance.  

What would be the ideal integration method to fetch approx. 100000 records in a single import  between OS and SAP(ECC and S4 HANA)? Any steps required to achieve the same would be highly appreciated. 

Hi, I have a Book that is not creating any data in Excel, it is supposed to loop through all entities. I know that there is data in the system that should populate the Book because I can retrieve single entities as CubeViews into Excel direct with their correct data. I have created other Book loop definitions this morning for other CubeViews and they have generated correctly, I even tried copying and renaming the variable elements from the ones I have created ( that do work ) but it will not export to Excel anything other than a blank tab for this particular CubeView. What else could be causing it to fail ?  Our "Loop" settings for ALL books is identical. The "If Statement" tab only varies by the account name ( copied and pasted so not incorrectly entered ). The "Change Parameters" tab is identical for ALL books. Finally the "Excel Export Item" tab has the cubeview name as "Name" and is connected in the CubeViewName field, output name is identical in ALL books. I have more complex